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Credit Card integration

  • 4 November 2019
  • 4 replies
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Userlevel 2
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Hi, we have a customer that has First Card as their vendor for credit card transactions to IFS/Travel Expense. Do you (here in this community) have experience to set up this integration? Thanks in advance for all your input

 

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Best answer by Eric FOULART 5 November 2019, 11:59

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Userlevel 3
Badge +5

Hi Kiki …

I’m very happy to see you are always with us .. IFS Community … 

i have a document to configure the credit card environment for expense .. i attache the document. It is an old version but also available (i use it for and old demo in version 8 or 9 ;) )

To be focus, you have 2 steps in basic data :

1- Credit car registration

2- credit car configuration (Individual transaction code definition, Range of transaction codes, Assignment of credit card to configuration, Assignment of credit card to employee, Currency rate definition)

After this configuration, you can handle the credit card transaction by 

1- import of credit card transactions

2- expense registration in EE or Web

That’s it … :) 

 

Have a nice day

 

 

 

Userlevel 2
Badge +2

Hi @Eric FOULART . Yes I am still in the IFS Family.

Thank you for the document,  my customer is on IFS Applications 9. I will go through it and come back to you if/when I have some questions.

Have a nice day!

Userlevel 3
Badge +8

Hi @Eric FOULART , is this document only available for IFS internal parties? I am looking for some input on credit card setup for us and came across this thread but not able to access the document you have attached. 

Userlevel 7
Badge +12

@TAPSUDJAY I’m an external guy, I was able to download the attachment.

 

Thanks @Eric FOULART 

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