WorkBook

Transfer Data 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 transfer data 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 transfer a data record 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 data record that you want to transfer.
  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 that has the data record that you want to transfer.
  5. In the bottom grid, highlight the data record that you want to transfer and click Transfer Data .
  6. In the confirmation dialog box, click All or Selected, as appropriate.