WorkBook

Rescan Records of Personal Expense Credit Card Files

Use the Import tab in Personal Expense Credit Card in the Export, Import, & Maintenance submodule under Finance & Administration to rescan records of personal expense credit card files.

To use Personal Expense Credit Card Import in the Export, Import, & Maintenance submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To rescan records of a personal expense credit card file:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company that contains the personal expense credit card file records that you want to rescan.
  3. In the left pane of the Finance & Administration page, click Export, Import, & Maintenance > Personal Expense Credit Card Import.
  4. Click the Import tab and highlight the personal expense credit card file for which you want to rescan the records.
  5. In the bottom grid, click Rescan .