Industrial Code

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 Expense Type Assignment 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.
• Or click on the Action menu and select "Insert All" option to map all expense types at once

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 Actions menu and select Set to Default from the drop down list of options. To remove a default click on the Actions menu again and select Remove Default