Credit Card statments with job cost

Hi Can I have someone reach out to me I have questions on how to enter credit cards transactions with job # and cost codes as well as GL #'s in AP without entering over 100 lines manually?  

Parents
  • 0

    We also use the credit card feature. What I've found most helpful is to set up credit cards for each person. When they make a charge you can then enter the receipt for each item as they come in. When the statement arrives, you can use the 'Verify Statement Balance' by selecting each transaction and create an invoice for each card. We used to use an Excel spreadsheet to separate everthing and then enter all the lines manually. This has saved much time and frustration.

Reply
  • 0

    We also use the credit card feature. What I've found most helpful is to set up credit cards for each person. When they make a charge you can then enter the receipt for each item as they come in. When the statement arrives, you can use the 'Verify Statement Balance' by selecting each transaction and create an invoice for each card. We used to use an Excel spreadsheet to separate everthing and then enter all the lines manually. This has saved much time and frustration.

Children
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