Credit card category codes (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Travel and expense > Setup > Credit cards > Credit card category codes.
Use this form to define relations between the categories that are used for credit card expense transactions and the categories that you have defined in Microsoft Dynamics AX. The defined relations are automatically applied when expense transactions are imported.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
|---|---|
Overview |
View the credit card categories. |
General |
View information about the selected credit card category. |
Fields
Field |
Description |
|---|---|
Card type |
Enter the type of credit card. Make sure that the type matches the type of card that was used during the import. |
Category |
Enter the category code of the imported transaction for the credit card. |
Description |
Enter a brief description of the credit card category. |
Expense category |
Select the expense category for the credit card. This category should correspond to the category code that is used with the card type. |
See also
Import credit card transactions
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