Our monthly amex reconciliation process is cumbersome and very time consuming. I think it would be a very popular tool if Keystyle could develop a program for handling monthly amex reconciliations specifically. This may already exist and I just haven't looked into it close enough but here is the suggestion nonetheless. I envision the process would work something like this:
Amex monthly bill is posted
That information is somehow loaded or interfaced with Keystyle
Cardholder names are linked to PR employees
PR employee logs in and codes his amex charges to job / GL code
Manager or CFO reviews and approves amex charges and coding
Once approved, information is pushed to Viewpoint as an AP invoice entry with the approved codes
This would be a huge help to all of us who struggle monthly with a pile of amex invoices
Guest
| Company | Dynamic Glass, LLC |
| Job Title / Role | CFO |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
© 2024 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.
Hey Sam,
Thanks for bringing this to our attention!
Scott,
Our Expenses module will allow you to import CC statements, link transactions to employees through their CC numbers, code the transaction, submit them for approval, and then push to AP Transaction Entry for processing in Vista.
Please let me know if you have any questions.
This already exist. Employee Tools -> Expenses.