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Manage Your Credit Card Expenses

You can manage your credit card expenses for reporting and accounting purposes. 

Add a Credit Card Expense

To add a credit card expense:

  1. From the left navigation panel, click Accounting.
  2. From the Accounting left navigation, click Bank.
  3. On the Bank screen, double-click the credit card bank.
  4. From the toolbar atop the Transactions screen, click Add > CC Charge or Add > CC Payment as applicable.
    The Add Transaction screen opens. The Type and Method fields auto-populate for the credit card charge or payment.
  5. From the Date field’s drop-down, click the transaction date.
  6. In the Amount field, enter the transaction amount.
  7. In the Pay To or Payor field, enter the appropriate name.
  8. From the Memo field’s drop-down, click the transaction reason. You can enter a new reason instead of using the drop-down choices. You can also customize your drop-down choices.
  9. From the Account field’s drop-down, click the account to which you want to post the transaction.
  10. (CC Charge Only) Check the box to Post as matter expense, if applicable. For additional information regarding charges related to matter expenses, see Manage Matter Costs (Expenses).
  11. In the lower left corner, check the box to Remember Payee, if desired.  
  12. In the lower right corner, take the appropriate action:
    • Click Save and New to save this credit card transaction and add another.
    • Click Save to save this credit card transaction and return to the Transactions screen. 

      The system saves your transaction and proceeds as applicable.

Edit a Credit Card Expense

To edit a credit card expense:

  1. From the left navigation panel, click Accounting.
  2. From the Accounting left navigation, click Bank.
  3. On the Bank screen, double-click the credit card bank.
  4. From the toolbar atop the Transactions screen, double-click the transaction, or single click it to highlight it, and then from the toolbar, click Edit.
  5. On the Edit Operating Transaction screen, make your changes.  
  6. In the lower right corner, click Save.
    The system saves your transaction updates.

Delete a Credit Card Expense

To delete a credit card expense:

  1. From the left navigation panel, click Accounting.
  2. From the Accounting left navigation, click Bank.
  3. On the Bank screen, double-click the credit card bank.
  4. On the Transactions screen, single-click the transaction to highlight it, and then from the toolbar, click Delete.
    The Delete Transaction message reads: Are you sure you want to delete this transaction?
  5. Click Yes.
    The system deletes the expense.

For additional information, see:

Updated on March 25, 2022

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