Import Credit Card

This feature has been provided for you to import data from Credit Card accounts services like American Express, Visa and Others into the SutiExpense application.

To View Credit Card Options:

1. Select Import Credit Card from the Misc menu.
2. , , Links to Services enabled for your account, if any will be displayed.
   

To Import Expenses:

1. Do either of the following:
   • Click on the option.
   • Click on the option.
   • Click on the option.
2. Importing Expenses From window will pop-up next along with Browse and Continue buttons.
3. A option has also been provided in this window for you to create a new Expense.
4. A Sample Template link has also been provided in this window for you to download the template used for importing.
5. If you have already downloaded the Sample Template, continue from Step 8.
6. To Add a New Expense:
   • Click on the option.
   • Add New Expense window will pop-up next besides the option along with Cancel and Add options.
   • Review the fields described in this window.
   • An icon identifies the mandatory fields that require an entry to proceed.
   • Enter values for fields and click on the Add option.
7. To download:
   • Click on the Sample Template link provided in this window.
   • A File Download screen will appear next.
   • Click Save to save the template to the disk.
   • Click Cancel to cancel downloading of the Document.
8. Edit the downloaded template with data you wish to import.
9. Review the fields described in this window.
10. An icon identifies the mandatory fields that require an entry to proceed.
11. To attach a statement:
    • Click Browse, locate and choose the template file you wish to upload.
12. Choose the Expense, attach the statement and click Continue.
13. The Credit Card Mapping page will appear along with Cancel and Save buttons.
14. Expenses defined in the template will be displayed on this page.
15. Map the Expenses added to an Expense Type in the SutiExpense and click Save.

The Expenses paid using your chosen Credit Card will be added to selected Expense in the SutiExpense.

See Also: 

                 Dashboards
                 Business Calendar
                 Navigation Memory
                 Carry Forward History
                 SSO
                 BIR