Credit Card Accounts

In Treasury, Credit card accounts, you can view a list of all credit card accounts.

You can search records to quickly locate a specific account. You can also minimize the data you view in the list by selecting Filter. For more information, see Credit Card Account Filters. To choose which information to view, select Columns, choose details to include, and select Apply changes.

Use the menu of a credit card account to view and edit, open the register, or refresh credit card transactions.

Note: When you use Yodlee to refresh and download transactions, the date and time of the last refresh displays at the top of the Credit card accounts page. You can refresh transactions for a credit card account only when it’s linked to Financial Edge NXT.