Credit Card Accounts

From Treasury, select Credit card accounts to review all credit card account records in one place.

Search to find a specific account quickly. To narrow the list, select Filter. To control which details appear in the grid, select Columns, choose the fields, and then select Apply changes.

From the menu for a credit card account, you can open the record, edit account details, 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.