In this guide, we will show you how to post a Credit Card Expense / Payment in the MAT Finance Module.
- Use Credit Card Expense throughout the month for individual spending.
- Use Credit Card Payment for payment of the Credit Card Statement. These should reconcile at Month End
Related guides: How to post a Credit Card Refund in MAT Finance
Access: The minimum permissions required to carry out this task are found in the Finance Module of Config > Setup > Roles & Permissions.
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From the left Menu, go to Finance > New Entry > Credit/Debit Card.
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Once the page loads, choose whether you wish to add an Expense or Payment.
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Next, complete the fields for – Site, Card Holder, Reference and Document Control (£).
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Press Add New Record.
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Complete all of the fields as required and then press the Tick under the Actions column.
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You can press Add New Records again if you need to.
Once all is complete, press Post.
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You may be asked if you are sure you want to Continue. If so, press Continue.
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You will receive a notification that the Credit Card Expense / Payment has been created successfully.
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