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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Credit Card integration
Best answer by Eric FOULART
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
+8Hi 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
Eric FOULART - What's else ?
Hi
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!
Hi
1 person likes this
Thanks
Does anyone have an alternative options if you are importing the Credit Card Transactions from CSV file?
Thanks
Graham
Making some progress.
In IFS Cloud there is not a Property Code CREDITCARD on the Employee Record . Where do you associate the Credit Card Number to the Employee in IFS Cloud?
Thanks,
Graham
See this post for information on how to set this up for a CSV file.
Import Employee Credit Card Transactions | IFS Community
Thanks,
Graham
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