1. SuiteApps
  2. Transaction Line Distribution
  3. Entering Transactions in Transaction Line Distribution
  4. Entering Credit Card Charges in Transaction Line Distribution

Entering Credit Card Charges in Transaction Line Distribution

The Transaction Line Distribution SuiteApp supports the use of credit card for charges.

Users assigned to the Custom CFO and Custom A/P Clerk roles can apply distribution templates to credit card charge transactions.

To enter credit card charges in Transaction Line Distribution SuiteApp:

  1. Go to Vendors > Purchases > Use Credit Card.

  2. Select Charge.

  3. Enter the required values in the Primary Information section when entering a credit card transaction.

    For more information, see step 2 to step 10 of Entering Company Credit Card Charges.

  4. In the Classification section, from the Distribution Default Template list, select a distribution template to be applied to the credit card charge.

    The following fields will be populated based on the selected distribution template:

    1. Dist. Type

    2. Dist. Rate Type

  5. To disable the line level distribution template or quick rule and have all transaction lines be based on the default distribution template, check the Disable Line Dist. Rule box.

  6. Click the Expenses and Items subtab.

  7. On the Expenses subtab:

    1. From the Account list, select an account.

    2. In the Amount field, enter an amount.

    3. Optional) To create a line-level distribution rule for this expense, select a line and click Enter Quick Distribution. For further instructions, see section Applying Quick Distribution Rule.

    4. (Optional) To exclude a line from getting distributed, check the Line Dist. Exclude box.

    5. For each expense you want to add, repeat the steps 7(a) to 7(d).

  8. On the Items subtab:

    1. From the Item list, select an item to add.

    2. In the Quantity field, enter the quantity of the item.

    3. (Optional) To create a line-level distribution rule for this item, select a line and click Enter Quick Distribution. For further instructions, see section Applying Quick Distribution Rule.

    4. (Optional) To exclude a line from getting distributed, check the Line Dist. Exclude box.

    5. For each item you want to add, repeat the steps 8(a) to 8(d).

  9. Click Save.

  10. To see the summary of the credit card charge’s distribution according to the selected distribution template, click the Distribution List subtab.

Related Topics

General Notices