Credit Card transaction integration with Web Expense module

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  • Updated 11 months ago
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It would be incredibly helpful to allow either an upload of credit card transactions or data feed direct from credit card company to populate expenses. We have 50 users that use company credit cards (bill paid by the company, so not a reimbursement).  to create efficiency in the process and to help with reconciling expenses to each users monthly statement, this integration or upload would be very beneficial.
thank you
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kelly holbrook

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Posted 4 years ago

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Lingaraj Dharwad, Product Champion

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Hi Kelly,

Thank you for using Replicon community,

We are reviewing your idea.

Thanks,
Lingaraj
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Lingaraj Dharwad, Product Champion

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Hi Kelly,

We will contact you shortly & discuss options available for importing expenses from the back end.

Thanks,
Lingaraj
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Lingaraj Dharwad, Product Champion

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Hi Kelly,

I believe you have now been contacted by support for sample data for importing this data from back end. Request you to provide us this information at the earliest.

Thanks
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Lingaraj Dharwad, Product Champion

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Hi Kelly,

I see that support team has since helped you with importing CC transactions. Please feel free to reply should you have any other questions.

Thanks,
Lingaraj
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Johnson, Terry

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Can you update the entire community, on how this can be done?  We are still manually adding CC transactions when the data is available for upload in to Expense module. 
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Aashnee Kamboj, Community Moderator

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Hi Terry,

When you say CC transactions,do you add an expense sheet for the same?
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Johnson, Terry

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yes, 

We use AmEx for our business CC.  Each month, every charge on the AmEx bill must be entered into Replicon Expense report Manually. 

It is possible to merge Electronically the AmEx bill into other Expense reporting tools, would be great if we could do that with Replicon. 

Terry
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Aashnee Kamboj, Community Moderator

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Hi Terry, 

There are multiple ways of doing that:

1. You can use our Replicon Import Addin tool and have an expense created directly
2. You can put your AmEx transactions in a flat file and we can setup a way to automatically integrate the file with Replicon
3. We can setup an email ID. You can send the AmEx input to that email ID and we can automatically integrate the data with Replicon

However, note that options 2 and 3 are customization and hence may have a charge involved.

Thanks,
Aashnee