There are two options when using Credit Cards in R365. The first option is to create a Vendor account for your Credit Card and assign transactions through this account. The second and recommended option is to set up your Credit Card as a bank account and use the bank reconciliation screen to assign all credits and debits from this account.


Training:

  1.  Adding a Bank Account
  2.  Reconciling a Credit Card 
  3.  Additional training on Credit Cards in the R365 Academy