WorkBook

Create Personal Expense Mapped Cards

Use the Import tab under the Personal Expense Credit Card submodule to create personal expense mapped cards.

To use the Personal Expense Credit Card Import submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule 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 system, use the drop-down list above the left pane of the Finance & Administration screen to select the company for which you want to create a personal expense mapped card.
  3. In the left pane of the Finance & Administration screen, 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.