This is virtually imperative for us as we will post every Credit Card one at a time and in order to differentiate the Credit Card Holder when running reports on the CC vendor, we utilize the APTH.Description Field to list the employee name. We've overcome this with a modification to the EXProcessExpense stored procedure that pulls the Employee Full Name into this field in APTH upon posting, but it would be ideal to have this field set when setting the Batch Month and APRef. This goes along with setting the invoice date when posting as well.
Drew Coffey
| Company | C. W. Matthews Contracting Co., Inc. |
| Job Title / Role | Controller |
| I need it... | 1 month |
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I would be interested in a tech doc to do this...we are in the same boat and need to post all separately.
Yes, unfortunately, we have to post all 250 cards separately.
Drew Coffey, CPA
Controller
C.W. Matthews Contracting Co., Inc.
Do you do a separate posting for each employee?
Michael, I'd have to look at it. We predominantly run the AP Vendor Drill down for our WEX credit card vendor number. As you can imagine, with 200+ credit cards pasted each month, it's important to be able to identify the cardholder. I'm not sure if the notes appear on the AP Vendor Drill down after the first drill? If you have to drill into the invoice detail to get to the notes, I don't think this will be sufficient.
As always, thanks for following up so promptly!
Drew Coffey, CPA
Controller
C.W. Matthews Contracting Co., Inc.
HI Drew,
We post in the notes a | along with the expense identifier to allow you to join back to find out which employee was assigned. If we create the tech doc, will you have everything you need?