Page 81 - Administering the System Participant Guide (SDL)

Tour 17.1 – Importing and Managing Credit Card Transactions
Log in as the Administrator, Ralph Durbin (rdurbin/welcome).

Tour Highlights

1. Review the system configuration requirements.
2. Review the data fields of the import template.
3. Import the completed template.
4. Confirm imported expenses are accurately assigned.
5. Correct any unassigned transactions.

Credit Card Management Description
Functions

Admin > Properties >
Expense > General >
Credit Card Settings

Credit Card Import
Template

Admin > Import > Import
Selection

Admin > Imported
Expenses

Check your understanding

Why would “Unassociated” transactions appear in Admin > Imported
Expenses after a credit card import? (Select all that apply.)

a) The Person Profile is missing a credit card number
b) The credit card number in the Person Profile does not match the
number in the import file
c) Credit Card functionality has not been enabled

Refer to Appendix A for answers to the Check Your Understanding question

Lesson 17: Managing Credit Card Transactions ©2021 Unanet. All rights reserved.
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