Credit cards overview [in-depth guide]
The main places where you will see the Credit card connector screen & workflow processes appear is from the Today purchasing & Notifications pages.
The credit card workflow allows you to process credit card transactions in the system via the Connector review screen, pay vendor invoices using a credit card, add credit card charges for purchases, reconcile credit card statements & pay your credit card bills.
You can set it up to automatically download credit card transactions, import a .ofx file from your credit cards website, or import a .csv file based on what your credit cards website can provide you.
Once you set up your credit cards and enable your account to be accessed electronically (you typically have to do this on your bank's website) you can start downloading charges. Workamajig will also automatically download any new (non-pending) charges nightly.
Setup for credit card GL accounts
- The first step is to create a GL account that is set up as a 'credit card account type' to be able to process your charges.
Credit card connector
- This covers the normal process for handling & paying credit cards
Manually adding & editing charges
- In case the connector will not work for you, or you need to edit a charge after it's been processed.
Pay your credit cards
- This will show you the steps to pay your credit cards.