The app can be activated by installing a SuiteBundle containing all the required functionality. After installation of the bundle a credit card configuration is created based on the information in your provided credit card file. CSV import files are supported out of the box. Integration with your credit card provider is available upon request.
“My processing time of credit card statements has reduced by 90%!”
“Fantastic product which has saved us lots of time in data entry. Fantastic product which has saved us lots of time.”
Pricing is per package of 10 Credit Card accounts per year plus a fee for installation and setup.
Installation and setup includes setup of 1 account.
Competitive Pricing Model
30 day money back guarantee
This tool makes the creation of credit card statements even easier by retrieving the transaction details straight from your Credit card provider with Direct Connect. No need to download or upload anymore.
Yes it is!Custom matching rules can be used to automatically set certain values on the statement line such as account, name, department, class, location, automatically on import. These matching rules work as simple if.. Then.. Statements description field. Custom matching rules can be created and maintained easily in the user interface.
- Automatic matching of A/P transactions available. - Use custom matching rules to pre-populate fields such as account, relation, department, location, class for easy processing with custom matching rules. - Create a credit card transaction or journal entry if preferred. - Pop-up with suggested transactions for easy matching.