Assign credit card finance charge to customer:job

Botanist_001 · ‎February 03, 2020

Is there a way to assign credit card finance charges to a customer:job through the reconcile process. Is it necessary to create a separate credit card purchase/charge for the finance change (and assign the customer:job through the purchase/charge) prior to reconciliation? Thanks for your help!

Kristine Mae · ‎February 03, 2020

You're unable to assign the credit card finance charge when reconciling the account, Botanist_001.

You'll have to create it separately through Credit Card Purchase/Charge transaction. This way, you can assign it to a customer:job. I'll show you the steps:

Click Banking.
Select Enter Credit Card Charges.
Fill in the necessary fields.
Click Save & Close.

Once you're ready, you can reconcile your account.

Keep in touch if you have other concerns. We're open 24/7.

View solution in original post

Kristine Mae · ‎February 03, 2020

You're unable to assign the credit card finance charge when reconciling the account, Botanist_001.

You'll have to create it separately through Credit Card Purchase/Charge transaction. This way, you can assign it to a customer:job. I'll show you the steps:

Click Banking.
Select Enter Credit Card Charges.
Fill in the necessary fields.
Click Save & Close.

Once you're ready, you can reconcile your account.

Keep in touch if you have other concerns. We're open 24/7.

Botanist_001 · ‎February 03, 2020

Thanks Kristine Mae!

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Assign credit card finance charge to customer:job