Setting up card transactions

Before you can start working with credit card transactions, you must set up automatic import of card transactions from banks.

Set up a workflow

• Set up automatic import of credit card transactions, see Automatic import of credit card transactions.
• Set a vendor as posting account type on credit card transactions, see Use a vendor as posting account type on credit card transactions.
• Add one credit card to multiple expense users, see Add one credit card to multiple expense users.