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
thank you
Posted 5 years ago
Lingaraj Dharwad, Product Champion
Lingaraj Dharwad, Product Champion
Lingaraj Dharwad, Product Champion
Lingaraj Dharwad, Product Champion
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.
Aashnee Kamboj, Community Moderator
Hi Terry,
When you say CC transactions,do you add an expense sheet for the same?
When you say CC transactions,do you add an expense sheet for the same?
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
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
Aashnee Kamboj, Community Moderator
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
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
