A lodge card is a credit card which is specifically designed for business travel expenditure. As a Finance, you can upload lodge card transactions in different user profiles. Here's how:
1. Ensure that the card details are already added to the user profile as a payment method.
2. Act as Finance and Go to Transactions > Click (+) Add Transaction > Choose Upload Lodgecard transactions
3. Download Upload lodgecard transactions template
4. Fill in the required details.
This is how it looks like after downloading the file.
(OPTIONAL) Change Text to Columns
5. Save file as CSV UTF-8 format.
*If you are using Windows and changed the data type from text to columns, don't forget to switch it back.
6. Go back to Transactions page (Step 1) and Upload the file
6. Check the Results.
To prevent errors, please keep the template as it is. Do NOT re-arrange the columns, re-name headers or change file to another excel format.