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Transaction Inquiry > Credit Card Details

Transaction Inquiry - Credit Card Details allows you to view the details of Accounts Payable credit card transactions and undo unpaid transactions.

This Section Includes:

Credit Card Details

Details Tab

Attachments Tab

Note Tab


Credit Card Details


The credit card User and the Vendor for the transaction are displayed along with the existing Terms to the right of the vendor name.

The following information is displayed:

Ref #

Invoice #



Discount Type


Tax: This field is only shown if you chose to record tax, freight, and other charges in Company Information.

Freight: This field is only shown if you chose to record tax, freight, and other charges in Company Information.

Other: This field is only shown if you chose to record tax, freight, and other charges in Company Information.


Details Tab

All credit card transaction detail lines are displayed including any linked Purchase Orders. Click the Edit  icon or double-click a detail line to edit. You can only update the 1099 status in transaction inquiry. If you change the 1099 status click Update to save your changes or the Cancel link to return to the Details page without saving changes.


1099 Status Codes:




Misc. Box 1 - Rents

Misc. Box 2 - Royalties

Misc. Box 3 - Other Income

Misc. Box 4 - Federal Income Tax withheld

Misc. Box 5 - Fishing boat proceeds

Misc. Box 6 - Medical and health care payments

Misc. Box 8 - Substitute payments in lieu of dividends or interest

Misc. Box 13 - Excess golden parachute payments

Misc. Box 14 - Nonqualified deferred compensation

Misc. Box 15 - State Tax withheld

NEC Box 1 - Nonemployee compensation

NEC Box 4 - Federal Income Tax withheld

NEC Box 5 - State Tax withheld

Retirement - R - Used for non-taxable retirement.

Retirement - R2 - Used for taxable retirement

Retirement - R3 - Used for capital gains.

Retirement - R4 - Used for Federal tax withheld from retirement.

Retirement - R5

Retirement - R9


Click the Print Transaction List button to display a preview of your Credit Card Transaction Edit List report. Click Report Preferences to access the following options:

Print Notes

Print Setup Information

Print Project Information

Print Recap By Account

Print Recap By Project

If you have changed the selected options click the Run Report button to display an updated report preview. You may also click the Clear Preferences link to reset all of your report preferences to their initial values. Once the preview displays you can navigate the pages, export to several formats (e.g., PDF, Excel, Word), and Print. Click Report Preferences on the blue bar above the report preview to return to Report Preferences. Click the Close Report button to return to the Credit Card Details page.

Click the Reverse Transaction button to undo the credit card transaction (More Information). This option does not appear on transactions that have been marked as having cleared through the reconciliation process.

Attachments Tab

The Attachments tab allows you to attach files accessible from your device or to scan image files using the Scanner.Client.exe program. See the Attachments Help Page for detailed information regarding the attachments feature.

Note Tab

Notes on the selected transaction are displayed and can be edited.

When finished click the Update button to save your changes, the Reset link to undo all changes since the last time the page was updated, or the Cancel link to return to the Transaction Inquiry page without saving your changes.