WorkBook

Search for Personal Expense Credit Card Files

Use the Import tab in Personal Expense Credit Card in the Export, Import, & Maintenance submodule under Finance & Administration to search for 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 search for 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 for which you are looking.
  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 on the grid toolbar, use the Search Grid field to enter a keyword that is associated with the personal expense credit card file.