Credit Card Transactions

You can navigate to this view by clicking the burger menu or by searching for Credit Card Transactions.

This view collects all manually created credit card transactions and transactions that have been automatically imported to the system. From here you can associate a transaction with an Employee.

  1. Select specific transaction
  2. Click on Actions.
  3. Click on Assign credit card to Employee.
  4. Select the Employee.

Status

The finance department can use this view to investigate who to reach out to if expected expenses have not yet landed for posting in Business Central by looking at the transaction status. A credit card transaction can have five different statuses depending on where in the flow, from Pending to Posted, the transaction currently is. The status Unprocessed means that the transaction has not yet been send to the user because the user has not been logged in to AppsForDynamics365 on the mobile app or the web portal. When the user logs in to AppsForDynamics365, the transactions will be visible on the smartphone and web portal, and the status in Business Central will change to Sent to Employee. When the user has sent an expense for approval the status is set as Awaiting approval. All transactions that have been approved have the status Awaiting posting and finally all posted expenses are set as Posted.

Suggested Category

All credit card transactions have an MCC (Merchant Category Code) which categorizes expenditures in categories specified for each credit card type by the credit card provider. This list does not show the complete list of MCC's but merely codes that have been imported with your transactions. We can use these MCC's to suggest categories that are visible for the user when creating an expense. This means that the user per default will see a suggested category but can select another category if necessary. By using categories, you increase the amount of information that the user needs to enter manually. This simplifies the registration, equals a higher quality of expenses and is profitable for the bookkeeper when posting the expense. In this view you can select which Expense Category you want to use on each MCC.

  1. Click Edit list
  2. Click arrow down on Suggested category
  3. Select Expense Category Code

If a user creates an expense for a transaction with an MCC that you have not selected a Suggested category for on beforehand, then the system will automatically fill in the Suggested category with the Expense Category that the user selects for the specific expense.

Show Unassigned Credit Cards

From the Credit Card Transactions view a link to Company Credit Card will show if one or more credit cards have not been associated with Employees. Clicking this link, you will be sent to the Company Credit Card view which has been filtered to only show credit cards not associated to Employees. Here the Suggest card associations feature will assist you in associating cards with Employees. Any transaction that has not been associated with an Employee is marked as Bold+Italic+Red in the Credit Card Transactions list.