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Botanist_001
February 3, 2020
Solved

Assign credit card finance charge to customer:job

  • February 3, 2020
  • 1 reply
  • 0 views

Is there a way to assign credit card finance charges to a customer:job through the reconcile process. Is it necessary to create a separate credit card purchase/charge for the finance change (and assign the customer:job through the purchase/charge) prior to reconciliation? Thanks for your help!

Best answer by Kristine Mae

You're unable to assign the credit card finance charge when reconciling the account, Botanist_001.

 

You'll have to create it separately through Credit Card Purchase/Charge transaction. This way, you can assign it to a customer:job. I'll show you the steps:

  1. Click Banking.
  2. Select Enter Credit Card Charges.
  3. Fill in the necessary fields.
  4. Click Save & Close. 

Once you're ready, you can reconcile your account. 

 

Keep in touch if you have other concerns. We're open 24/7. 

1 reply

Kristine Mae
Kristine MaeAnswer
February 4, 2020

You're unable to assign the credit card finance charge when reconciling the account, Botanist_001.

 

You'll have to create it separately through Credit Card Purchase/Charge transaction. This way, you can assign it to a customer:job. I'll show you the steps:

  1. Click Banking.
  2. Select Enter Credit Card Charges.
  3. Fill in the necessary fields.
  4. Click Save & Close. 

Once you're ready, you can reconcile your account. 

 

Keep in touch if you have other concerns. We're open 24/7. 

B
Botanist_001Author
February 4, 2020

Thanks Kristine Mae!

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