Agency Cards
The Agency Cards Module caters for the Agencies who Settle many of their Suppliers via their Agency Credit Card, which means you can settle your supplier statement using your Company Credit Card and still be able to report by Supplier OR Credit Card as the method.
Adding Creditors is similar to adding a new Product or Supplier in VTO
From the sideBar select Agency Cards then select Agency Cards and the following will display:-
From here you can Search for a particular Creditor by using the search option
To Sort the display by using the Icon in the row header
To Edit/Update the Creditor detail by selecting the Icon
To increase the number of results displayed select the Show 20 Rows button OR you can use the pagination control
Assigning an Agency Credit Card to be used as the Settlement Method is actioned via the Edit Trip Sector option, just drill down into the sector to reveal the following:-
Select the Agency Card option to reveal the Active Agency Cards in use for your office.