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| CREDIT CARD IMPORT |
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Import credit card transactions and automatically generate user-specific expense
sheets for simplified and more accurate expense reconciliation.
With the WorkPlace Credit Card Import for Expense, a WorkPlace administrator can
import bulk credit card transactions for multiple users. Expense sheets are
automatically generated for each user with credit card transactions, and these
users are automatically notified by email that they have an expense sheet to
reconcile. Users can then go into WorkPlace, verify the credit card charges,
add any additional non-credit card charges, and submit the expense sheet for
approval and processing.
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| When Needed: |
- We want to ensure that the expenses we are reimbursing match the expenses incurred
- We do a lot of purchasing by credit card and it's essential we be able to validate those changes against reimbursement requests
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