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finance:tables:creditcardcodes:creditcardcode

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finance:tables:creditcardcodes:creditcardcode [2021/04/20 14:31] – emorenofinance:tables:creditcardcodes:creditcardcode [2023/05/03 13:54] (current) – emoreno
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 <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 District Administration > Maintenance > User Profiles > Purchasing Credit Cards tab. +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:====
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 ====Add a credit card code:==== ====Add a credit card code:====
  
-VCV 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 Purchasing. 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. | 
  
 VCV Click **Save**.  VCV Click **Save**. 
finance/tables/creditcardcodes/creditcardcode.1618929112.txt.gz · Last modified: 2021/04/20 09:31 (external edit)

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