WorkBook

Create Personal Expense Mapped Cards

Use the Import tab in Personal Expense Credit Card in the Export, Import, & Maintenance submodule under Finance & Administration to create personal expense mapped cards.

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 create a personal expense mapped card:

  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 for which you want to create a personal expense mapped card.
  3. In the left pane of the Finance & Administration page, click Export, Import, & Maintenance > Personal Expense Credit Card Import.
  4. Click the Non-Mapped Cards tab and click Create New .
  5. In the Add Personal Expense Mapped Card dialog box, enter or select the necessary information and click OK.