Transactions > Transaction examples - Credit Card > Recording a payment to a credit card account

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Recording a payment to a credit card account

When a credit card payment is made, the transaction is recorded in AgExpert Analyst as a bank transfer from your bank account to the credit card account.

To record a payment on a credit card: 

  1. Select Transaction Entry from the Transactions menu.
  2. Enter the following:  
             -Transaction Type: select Bank Transfer
             -Date: enter the date of the transaction.
             -Bank Account (from):select which account the maount will be drawn from.
             -Refrence: enter a reference, such as "Transfer"
             -Description:enter a description for the transaction,for example,Credit Card Payment.
             -Total:enter the amount to be transferred. 
     
     
  3. Enter the transaction details:The document should be balanced. Click Recap to view the balanced debit and credit entries. Click Record to record the document. 

 

Last updated on August 26, 2019 by FCC AgExpert