Credit card transactions (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 > Periodic > Credit cards > Credit card transactions.

Use this form to view credit card transactions that have been imported.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tab	Description
Overview	View all transactions that have been imported.
General	View details about the credit card that was used for a selected credit card transaction.
Posting	View the posting status of a selected credit card transaction.

Field	Description
Show transferred	Select this check box to view the transferred transactions.
Transaction date	The date of the credit card transaction.
Transaction amount	The amount of the transaction in the transaction currency.
Currency	The local currency of the location where the credit card transaction occurred.
Expense category	The expense category of the transaction.
Payment method	The method of payment for the transaction.
Worker	The name of the worker who completed the credit card transaction.
Status	View whether the worker is currently employed in the organization.
Card type	The type of card that was used for the transaction.
Cardholder's name	The name of the cardholder.
Category	The credit card provider's code for the expense category.
Category code description	The credit card provider's description of the credit card category.
Merchant name	The name of the company that accepted the credit card payment.
City	The city where the imported credit card was charged.
Country/region	The country/region where the imported credit card was charged.
Transaction is added to expense report	The transaction has been included on a worker’s expense report.
Expense report number	The number of the expense report that the credit card transaction is attached to.
Amount in local currency	The amount of the transaction in local currency.
Local currency code	The code for the local currency.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).