Bank Direct Connect Import

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11 comments

  • NATASHA PARKS

    We have created a specific Vendor Account for Misc.Credit Card Charges and book most of our travel/other misc. charges under that name. However, would be still very helpful to reflect the name of the Vendor as it shows on our credit card statement. Would it be possible to have the name copy into a reference field on the actual record? 

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  • Tony

    Natasha,

    This is a great suggestion and we plan on including it in the road map.

    Thanks,

    Tony

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  • dustin

    Any update on Natasha's idea? That would be a welcomed feature.

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  • Eric Bicknese

    Would it be possible to use the Bank Connect api feature (Yodlee) to Import Company Credit Card(s) as Expense Reports/Expense lines? We would like this as a feature, or learn if we can work with a developer to build this. Our goal is to replace Concur Expense for our 120 Company Bill/Company pay credit cards

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  • Lloyd Leanse

    I agree with Natasha's and Eric's suggestions.

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  • Lloyd Leanse

    Is auto-matching and reconciliation on the roadmap too? That would be very helpful for us, and we would use it every night so that our bank accounts stayed reconciled all month long.

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  • Marcia Smith

    This feature is definitely something we need to have in order to collect the details of credit card transactions much more efficiently. The generic accounts work but in order to really identify where the expense needs to be posted, we need to have the detailed name brought into the reference field. The current process is painstakingly laborious. Implementing this feature would be a significant time saver. Thanks!

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  • Sara Cloud

    We need this feature too! Any updates?

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  • Bao Do

    Hi Sara,

    This feature should be available in our next release, Echinacea.

    Thanks!

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  • Rachael Turner

    Hi - did this feature get rolled in Echinacea?

    The copying of the Name field into the Reference field?

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  • Ryan Faulkingham

    Hi Rachael,

    Natasha's suggestion was added in Echinacea where the name field flows through to the "import vendor name" field on the cash disbursement. If you do not see this field, then you may need to add it to the layout. 

    Thank you,

    Ryan 

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