Credit card Overview
The Credit Card Access feature in SapphireOne, accessible via Accounts Mode > Accounts History > Accounts History Inquiries > Accounts History Credit Card Access, is a vital tool for accessing the record logs of a diverse range of credit card accounts.
Within SapphireOne, users can set up and manage various types of credit card accounts, including trading credit cards, foreign currency credit card accounts, debit card accounts, and other specialised credit card accounts. These accounts are seamlessly integrated with various banks through bank feeds, ensuring that all transactions are updated in real-time and financial operations are conducted efficiently.
SapphireOne employs robust credit card activity logging accessible through the Credit Card Access functionality. SapphireOne employs a unique table logging mechanism that meticulously records every interaction with credit card accounts. This includes every instance of viewing, modification, or any changes made to the accounts. Such detailed logging ensures complete traceability and accountability, which is crucial for maintaining accurate financial records and audits.
Security is a top priority in SapphireOne, and the Credit Card Access feature is no exception. All credit card data is protected using SapphireOne’s RSA encryption. This advanced encryption technology ensures that sensitive financial information is securely stored and protected against unauthorised access, maintaining the confidentiality and integrity of the data. This combination of comprehensive account management, real-time bank integration, detailed logging, and robust security measures makes the Credit Card Access feature an essential component of financial management within SapphireOne.
Credit Card Access Details Page
The Credit Card Access Details Page available for provides a comprehensive overview of all interactions and modifications related to credit card accounts. This page is crucial for maintaining transparency and security in managing credit card information.
History of Credit Card Access Area
Below is an explanation of the various form elements found in the History of Credit Card Access Area:
- Sequence – This is SapphireOne’s unique record identifier, which ensures that each transaction or interaction with a credit card account is distinctly logged and traceable.
- Client: This field displays the client associated with the credit card account. It helps in identifying which client’s credit card details are being accessed or modified.
- GL – The General Ledger (GL) account related to the transaction. This field links the credit card activity to the appropriate financial account within your organisation’s accounting structure.
- Update By Field – This dynamic field records the user who accessed or modified the credit card account.
- Date – The date on which the credit card account was accessed or modified. This provides a timeline of interactions for auditing purposes.
- Time – The specific time at which the credit card account was accessed or modified, offering precise tracking of user activity.
- Viewed Checkbox – Indicates whether the credit card account was viewed. This checkbox helps in tracking instances where the account was accessed without any modifications.
- Card Holder Name Checkbox – This checkbox is marked if the cardholder’s name was viewed or modified. It ensures that any changes to the cardholder’s details are logged.
- Number Checkbox – Indicates if the credit card number was viewed or altered. This is crucial for maintaining the security and integrity of sensitive card information.
- Expiry Date Changed Checkbox – This checkbox is selected if the expiry date of the credit card was changed, ensuring that such critical updates are recorded.
- Security Code Changed Checkbox – Marks whether the security code (CSV) of the credit card was altered. This is vital for tracking changes to security-sensitive information.
- Transaction – This field logs the transaction details associated with the credit card activity, providing context for the interaction.
- Invoice – Displays the invoice amount related to the credit card transaction. This helps in correlating the credit card activity with specific financial transactions.The Credit Card Access Details Page is an integral part of SapphireOne’s commitment to secure and transparent financial management, ensuring that all credit card interactions are meticulously logged and easily accessible for review.
- Document Manager – If a client provides new credit card details via email, you have the option to attach this email to the Document Management System (DMS). Similarly, if the client completes an online form authorising you to process payments, such as client receipts against their credit card, this form can also be attached to the credit card account in the DMS. This ensures that all relevant documentation is securely stored and easily accessible for future reference.
The Credit Card Access Details Page is an integral part of SapphireOne’s commitment to secure and transparent financial management, ensuring that all credit card interactions are meticulously logged and easily accessible for review.