• eDocs Credit Card Expenses Import

    • eDocs Credit Card Expenses Import

    USD348.40
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    SKU:
    140003
    Minimum Greentree Version:
    2023.2
    First Released in Apps Pack:
    2023.2
    Required Module(s):
    eDoc Expense Manager, eDocs Credit Cards
    Developer:
    Verde Group NZ
    Ease of Setup:
    Super Users Only
    Premium Pack:
    No
    Subscription:
    Yearly
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    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.

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    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.

    Product Videos

    Custom Field

    Minimum Greentree Version 2023.2
    First Released in Apps Pack 2023.2
    Required Module(s) eDoc Expense Manager, eDocs Credit Cards
    Developer Verde Group NZ
    Ease of Setup Super Users Only
    Premium Pack No
    Subscription Yearly

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