Purchasing card processing

Note

These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review What’s new and planned for Dynamics 365 for Finance and Operations. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

Purchasing cards are used by agencies to allow employees to procure goods and services outside of the standard purchase requisition process. The purchasing card forms and fields provide a method for tracking the purchases and the expenses that your agency incurs. Each purchase made by an employee with a card is recorded with a vendor invoice, but the invoice is not paid with a check. Each of these invoices is associated with another vendor invoice that is created to pay the vendor that provides the purchasing card service (the financial institution); the expenses incurred by the card purchases are paid off when the balance owed to the card service provider is paid each month.