How to assign a Credit Card Type to a GL Account?

1. Click the “FINANCIALS MODULE” icon.

2. Click the “CONFIGURE” button located at the top navigation bar.

3. Click on the “CREDIT CARD TYPE GL ACCOUNT” button found at the side bar, under the Accounting GL Configuration.

4. You will be redirected to this page wherein a list of card types are shown. In this case, there’s only one card type assigned to a GL Account named 110900- HSBC-HK. You can remove a card type by clicking the “REMOVE” button at the far right side of each item.

5. To assign a Card Type into a GL Account Number, go to the bottom of the window, choose your desired values and click the “ADD”.

6. Your new entry has been added to the list. Make sure the Credit Card Type is assigned to the correct GL Account ID.