Set up credit cards

Add credit card options as bill types

1. Log in to Sage Construction Management as an Administrator.
2. Select Settings () > Feature Settings > Procurement.
3. In the Bill Types section, select Add and enter the credit card name in the new row.

   For example, Citibank Visa or Lowe's.

4. Select Save.

Add credit card options as employee miscellaneous expense payment types

1. Log in to Sage Construction Management as an Administrator.
2. Select Settings () > Feature Settings > Time & Expenses.
3. In the Misc. Expense Payment Types section, select Add and enter the credit card name in the new row.
4. Select Save.

Add credit card companies to Contact Management

1. Go to Contact Management.
2. In the Stats section, select the actions icon () in the Companies row.
3. Select Add Manually.

4. On the Company Profile page, enter the following information:

   1. Enter the credit card company or bank that issued the card in the Company field.

      The name must be unique. Duplicate company names are not allowed.

   2. Enter the primary contact information, if available.

      You can use this section for customer service or billing department details.

   3. Enter the business contact information.

      This will be used as the default billing and shipping information.

   4. Select Save & Close.

Add the credit card companies to the project directory

Ensure that the credit card is added to any project that includes credit card transactions.

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Project Directory in the Project Team section.
3. Select Actions > Add Companies to Directory from Contact Management.
4. Optionally, use the Search field to filter the list.

5. Select the credit card company from the list.

   Companies already included in the project directory are not shown.

6. Select Add.

Set up export rules for QuickBooks and Xero

If you use AccountingLink with QuickBooks or Xero, configure export rules for credit card transactions. Because each card is typically mapped to a separate GL account, define rules for both bill and employee miscellaneous expense payment types.

1. Go to Accounting Link and select Sync Preferences.
2. Select the Accounts Payable tab and
   1. In the Bill Type Linking Preferences section, update the export rules for each bill type.
   2. In the Misc. Expense Payment Type Linking Preferences section, update the export rules for each payment type.
3. Select Save & Close.