Hi,
Does IFS have a dedicated screen to automatically match Credit Card transactions to expenses? Similar to Automatic Transaction Matching for bank reconciliation. I'd be grateful if someone can briefly share the end-end credit card process from Credit Card statement upload to matching expenses.
Best,
Shah
+16Hi
Once the transactions are uploaded, When the employee creates expense sheet he would be able to see field titled ‘All credit card transactions’ in the expense sheet, There they will be able to see all the credit card transactions and connect it to the expense sheet.
+22Hi
Below topic contains end to end setup for credit card for employees and transaction linking to expenses. It’s intended for Apps10 but the process is much similar in IFS Cloud also :)
Credit Card integration | IFS Community
Cheers!
Damith
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