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Sage Construction Management Ideas Portal
Status Future consideration
Created by Trina Lapena
Created on Jan 10, 2024

Credit Card integration And/OR Bulk upload of credit card transactions(including file links)

it would be nice to be able to sync to our Divvy & AMEX credit card transactions. If that isn't possible it would be nice to bulk upload Credit Card transactions, and be able to upload the receipts at the same time

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  • Mark Cadman
    Reply
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    Jun 14, 2024

    @Guest and @Guest, what accounting systems do you use?

    2 replies
  • Carl Lyles
    Reply
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    Jun 14, 2024

    on a similar note, a cost type or similar that would allow credit card expenses to find their way to the corresponding project and cost code via outside integration would be immensely helpful.