Product Description
Import Credit Card and Expense receipts from a structured import file, using a script that can be scheduled at regular intervals. A single import file can contain expenses and credit card receipts across multiple companies, with expense suppliers being matched by a unique ID stored in a supplier UDF. The Process creates eDoc Expense and Credit Card Receipts and consolidates them on an eDoc header by supplier, by import file.
Important Notes
- We recommend that you test the configuration of the App thoroughly in a test system prior to deploying the App in your live Greentree system.