Setup - My Company - Credit Cards

To access and perform actions in the module:

  • Contact your project manager to activate the module

  • Assign the permit Update Setup Menus

This page is used to define and manage the credit cards with which your company can make payment.

Note that a credit card can be deleted only if it is not associated with any financial activity.

To search for an existing credit card

  1. Go to Setup – My Company - Credit Cards.

  2. In the Credit Card Name field, select the credit card company (or All) from the drop-down list.

  3. Click Find.

    Credit cards issued from the credit card company selected in the search criterion are displayed in the results section.

To add a new credit card

  1. Go to Setup – My Company - Credit Cards.

  2. Click Click here to add a new credit card.

  3. Define the credit card as described in Setup - My Company - Credit Cards - New Item.

To edit an existing credit card

  1. Locate the credit card you want to edit as described above.

  2. Click in the row of the credit card.

    The credit card details are displayed.

  3. Edit the details of the credit card as described in Setup - My Company - Credit Cards - New Item.

To copy an existing credit card

  1. Locate the credit card you want to copy as described above.

  2. Click in the row of the credit card.

    The details of the new credit card are displayed.

    The new credit card is created with the following credit card number:

    [Original credit card number] [duplicate number in current session]

  3. Edit the details of the new credit card as described in Setup - My Company - Credit Cards - New Item.

To delete an existing credit card

  1. Locate the credit card you want to delete as described above.

  2. Click in the row of the credit card.

    The following message is displayed:

  3. Click Yes to delete.