In case you haven’t connected your company credit card provider with Yokoy for an automated transaction feed, you can upload it manually. Go to “Finance” / “Credit card transactions” and click on "Upload card statement"
A popup window will appear where you can upload the .csv file that contains the credit card transactions:
- Company*: Choose the correct entity for which you want to upload the transactions
- Document Format*: Choose the correct .csv format of your upload file
- Import statement name*: By default, this will be today’s date. Adjust if necessary
- Choose file: Click on “Choose file” or drop the .csv file in this box
Click on “Start import”. Once the import has been completed, you will receive a confirmation message.