Difference between revisions of "Accounting Finance:Staff Credit Cards"

From uniWIKI
Jump to navigation Jump to search
(Created page with "==Update Credit Card Holder Spreadsheet== * Update Credit Card Holder List to include the staff member that will be added to the credit card list * List can be found under "C...")
 
Line 4: Line 4:
 
* List can be found under "Common" -> A/R -> Banking -> Chase -> Staff on Credit Card
 
* List can be found under "Common" -> A/R -> Banking -> Chase -> Staff on Credit Card
 
* Enter:
 
* Enter:
* Staff name
+
#Staff name
* Account Number
+
#Account Number
* Card Type
+
#Card Type
* Effective Date
+
#Effective Date
* Special Terms ( Ex. if taking the entire balance on payment date or 30 days if blank)
+
#Special Terms ( Ex. if taking the entire balance on payment date or 30 days if blank)
   
 
==Update Batch Processing Template==
 
==Update Batch Processing Template==

Revision as of 10:13, 12 April 2018

Update Credit Card Holder Spreadsheet

  • Update Credit Card Holder List to include the staff member that will be added to the credit card list
  • List can be found under "Common" -> A/R -> Banking -> Chase -> Staff on Credit Card
  • Enter:
  1. Staff name
  2. Account Number
  3. Card Type
  4. Effective Date
  5. Special Terms ( Ex. if taking the entire balance on payment date or 30 days if blank)

Update Batch Processing Template

Update Orbital Profile

Add into Merchants