Card charges
Card spend waiting on a holder reply or a bookkeeper code. Charges are not bank lines until they hit the feed.
How-toFor Bookkeepers, Firm staff, Business owners
What a charge is
Card Charges is the register of card spend myBBS has seen. A charge may still be waiting on the card holder to say what it was. Until it is coded and accepted, it is not a posted journal, and it is not the same row as a Bank Feed line.
Clearing charges
- 1
Open Card Charges under Banking.
- 2
Chase charges that have no holder words yet.
- 3
Code the expense, attach the receipt from Document Library, and accept the proposal.
Common questions
No. Match the bank line to the card charge or to the posted expense. Recording both as new expenses doubles the cost.
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