Park 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 park 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 park a record of a personal expense credit card file:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one Ccompany 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 record that you want to park.
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 record that you want to park.
5. In the bottom grid, highlight the record that you want to park and click Park .
   Note: You can only park records that have not been transferred.
6. In the Park the Import Detail dialog box, enter your reason for parking the personal expense credit card file record and click OK.
7. In the confirmation dialog box, click OK.
   WorkBook changes the status of the record to Parked.