Question

Access to Credit Card Transactions

  • 30 September 2021
  • 1 reply
  • 177 views

Badge +3

Hi

We import credit card transactions into IFS. And it works fine. 

The cards are private and they are set to be reimbursable. 

As we see it, it will only be the card owner that will be able to see the transactions as long they haven’t been assigned to an expense. 

Now we have be asked to give a personal assistent access to user placed in our top management, so the assistant can prepare the expense sheets for the Manager. 

It is possible to give the assistant access to create the expenses for the Manager, but so far we haven’t managed  to get access for the assistent to Manager’s credit card transactions. 

Is the way out of this?

 

Best Regards,

Ole Aarøe

 

 

 

 

 

 

 


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1 reply

Userlevel 4
Badge +9

Hi Ole,

 

Did you manage to find this out, or do you still need input?

We have this in place, so i can share if needed.

 

Arend