Credit card transactions (form) [AX 2012]

Updated: June 3, 2011

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.

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.


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