Industrial Code setup allows you to map an expense type to a credit card's industrial code. This allows you to control which expense types can be used for certain types of credit card charges. In order apply an credit card charge to an expense report, the expense types must be mapped to the proper industrial codes. This will make the expense type available in the Apply As menu.
To map an expense type, access Credit Card Mapping > Industrial Code.
- Find your company's CC Template and the Industrial Code you wish to add Expense Types.
- To narrow your search, you can open up the Advance Search tab and query against any of the columns
- Selecting the CC Template/Industrial Code combination will open the detail screen at the bottom.
- Click on the Assign Expense Type tab.
- Click the Add button to open up the list of available expense types.
- Select the Expense Types you wish to add to this Industrial Code.
- Click OK.
- Click Save All when finished.
Default Expense Type
You can also assign a default expense type to each Industrial Code. This expense type will be used when a user clicks the Apply button on corresponding credit card transactions.
- Select the Expense Type you want to be the default
- Click the Set to Default button