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If I make a payment to a credit card, how do I add that to a Bill?

Question:

  • How to make Bill for credit card payments? 

 

Answer:

Any Purchase Order/Expenses that are linked to a credit card need to be reconciled first. After the Credit Card Reconciliation, you will be able to create a Bill. 

 

Additional Information

  • User needs AP Role assigned to access Credit Card Reconciliation and Bills.