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How to Import a Credit Card Statement

Before you can import a credit card statement, it is essential to have added a credit card holder in the system. Adding a credit card holder enables you to set up and map payees as suppliers.

Prerequisite

  • Add a Credit Card Holder: Ensure that a credit card holder is set up in the system before importing a credit card statement. 

Steps to Import a Credit Card Statement:

  1. Navigate to Manage > Credit Cards.

  2. Select "Excel" on the Manage Credit Card Screen.

    • This will open the Excel Pop-Up page.

  3. Click on "Download Template" on the Excel Pop-Up page.

    • This action will start the download of a pre-formatted Excel template necessary for importing credit card statements.

  4. Locate and open the downloaded template file on your device.

  5. Complete the required information marked in red on the template.

    • Optionally, you can fill out the entire template to import all desired information.

  6. Save the filled template file locally on your computer.

  7. Navigate back to Manage > Credit Cards.

  8. Again select "Excel" on the Manage Credit Card Screen.

    • This will bring up the Excel Pop-Up page.

  9. Click on "Import" on the Excel Pop-Up page.

  10. Click "Select File" and locate your Credit Card Import file.