Business

User Tools

Site Tools

Trace:
finance:tables:creditcardcodes:creditcardcode

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
finance:tables:creditcardcodes:creditcardcode [2017/07/03 21:11] – emorenofinance:tables:creditcardcodes:creditcardcode [2023/05/03 13:54] (current) – emoreno
Line 7: Line 7:
 <WRAP round intro>This tab is used to establish a list of credit card codes to be used by the local education agency (LEA). The credit card code table is necessary to complete credit card functions in the Finance, Purchasing, and District Administration applications. <WRAP round intro>This tab is used to establish a list of credit card codes to be used by the local education agency (LEA). The credit card code table is necessary to complete credit card functions in the Finance, Purchasing, and District Administration applications.
  
-**Note**: Credit card codes must be assigned to individual users on the Maintenance > User Profiles > Purchasing Credit Cards tab in the District Administration application. +Multiple credit cards can be set up for a credit card company. The account code must be a liability account (2XXX). A different account code can be used for each card to make it easier to verify transactions if the credit card statement does not reconcile to the transactions in ASCENDER. This account should be different from previously used liability accounts.
-</WRAP>+
  
 +**Notes**:
 +  * Credit card codes can be assigned to individual users on the [[https://help.ascendertx.com/districtadmin/doku.php/maintenance/userprofiles/purchasingcreditcards|District Administration > Maintenance > User Profiles > Purchasing Credit Cards]] tab.
 +  * All credit card account code components must exist on the **Finance > Tables > Account Codes** page.
 +</WRAP>
  
 ====Retrieve a credit card code:==== ====Retrieve a credit card code:====
Line 15: Line 18:
 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
 ^Starting Credit Card Code|{{page>general:startingcreditcardcode}}| ^Starting Credit Card Code|{{page>general:startingcreditcardcode}}|
 +
 +VCV Click **Retrieve**. A list of credit card codes equal to and greater than the entered starting credit card code is displayed.   
  
 ====Add a credit card code:==== ====Add a credit card code:====
  
-Click **+Add** to add a new row.+VCV Click **+Add** to add a row.
  
-^Credit Card Code|Type a unique user-defined credit card code. The field can be a maximum of six alphanumeric characters.| +^Credit Card Code|Type a unique user-defined credit card code. The field can be a maximum of six alphanumeric characters.<WRAP center round tip>It is helpful to use the last 4 digits of the credit card.</WRAP>| 
-^Description|Type a user-defined credit card description. The field can be a maximum of 30 alphanumeric characters.|+^Description|Type a user-defined credit card description. The field can be a maximum of 30 alphanumeric characters.<WRAP center round tip>It is helpful to use the name of the credit card.</WRAP>|
 ^Vendor Nbr|{{page>general:vendornumber}}| ^Vendor Nbr|{{page>general:vendornumber}}|
 ^Vendor Name|{{page>general:vendorname}}| ^Vendor Name|{{page>general:vendorname}}|
-^Account Code|{{page>general:acct_code}}| +^Account Code|{{page>general:acct_code_cc}}| 
-^Active|Select to allow the use of the credit card code in the Purchasing application. The field is selected by default; however, you can clear the field to restrict the use of the credit card code in Purchasing.| +^Active|Select to allow the use of the credit card code in Purchasing. The field is selected by default; however, you can clear the field to restrict the use of the credit card code in Purchasing. | 
  
-Click **Save**. +VCV Click **Save**. 
  
 ====Other functions and features:==== ====Other functions and features:====
  
-^Print|++Print data.|{{page>general:printreport}}++| +^Print|Click to print data. [[general:printreport|Review the report.]]| 
-^{{images:trash_delete.gif|}} | ++ Delete a row.|{{page>general:deletearow_creditcardcode}}++|  /*Table row with text link*/ +^{{images:trash_delete.gif|Trashcan Icon}} |{{page>general:deletearow_creditcardcode}}|
  
 +{{indexmenu_n>5}}
  
  
finance/tables/creditcardcodes/creditcardcode.1499116294.txt.gz · Last modified: 2017/07/03 16:11 (external edit)

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.