Add/View/Edit Credit Cards

Add Credit Card

Steps to add a new credit card

Click on the Manage Credit Cards link in the Actions menu of the Accounting tab.

Click on the Add Credit Card link.

Enter the appropriate information in the Add Credit Card dialog box.

All fields are required.

When finished, click one of the following:

View Credit Card Information

Steps to view Credit Card information

Click on Manage Credit Cards in the Action menu of the Accounting tab.

Perform an advanced search in the Search Options: Credit Cards panel at the top of the screen.

Click the arrow

to the left of any account for which you wish to view details.

Navigation Tips:

You can expand or collapse panels by clicking on the arrow to the right of the title bars.
You can sort items by any category by clicking on that category's column heading.
You can move the panels by clicking and dragging the panel to the desired location.
You can move the columns in the data grid by dragging the column heading to the desired location.
To save changes made to the panels and field positions on the tab, click the gear icon. The panel and field positions will look the same next time you access this tab.
To page through the list, use the arrows at the top or bottom of the panel. You can also specify here whether to display the entire list or ten items at a time.
To export the search results to Microsoft Word, Microsoft Excel, or Comma-Separated Value (.csv), click the appropriate Export link at the top right of the Search Results screen. This will generate a print dialogue box specific to your computer.

Edit Credit Card Information

Steps to edit a credit card

In the Accounting Tab, view the credit card you wish to edit.

Click on the Edit link for the credit card you wish to update.

Update the relevant information in the Edit Credit Card dialog box.

When finished, click one of the following:

Adding, Viewing, and Editing Credit Cards