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Allow us to delete or ignore a credit card transaction feed record if rejected.
We import all of our transactions from credit cards through the direct feed feature. Often the feature does not import perfectly and duplicates occur. Sometimes our users overlook the duplicate and reenter information. After these records are crea...5 Needs review
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Option to automatically add credit card vendor info from statement
In instances where there are credit card vendors that are not vendors FE, it would be helpful if there was a way to automatically import/add vendor information using the vendor details from the credit card statement.1 Needs review
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Allow user to see credit limit and online balance
We are using blackbaud p-cards and Expense Management is the only access our cardholders have to their card information. It would be very helpful if they could see their assigned limit and online balance the same as we can see it in Treasury.4 Future consideration
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be able to add an invoice and post it now and pay it by credit card when it is due rather than immediately
Expensese need to post to the GL when they occur but they may be paid by credit card in 30 days depending on the vendor. You need them to be in your GL right away but not recorded on your credit card until they are charged.0 Needs review
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PO Numbers field is missing on Credit Card Activity screen
Adding a PO Number on the Credit Card Activity will allow organizations to identify if purchases are valid and approved (Internal Controls). This added function will benefit organizations in compiling backup documentation for validating purchases ...0 Needs review
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Tie in purchase requisition approvals to credit card charges
We would like to be able to approve credit card charges through the Expense Management system before they are actually made. The current system is for approval after the purchase. There should be some way to tie the approved requisition/purchase o...0 Needs review
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Credits on credit cards should be links to the vendor record on which the credit card credit is being taken.
The credit through the expense module, comes over as a Bank Adjustment. It does not link to the vendor records. This makes it difficult to find the credits and the vendor records are overstated. Those "Bank Adjustments" should be treated the same ...2 Needs review
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Integrate Credit Card 'Credits' into Expense Management, rather than Payables
If there were a way to integrate 'credits' into the expense management work flow, rather than within 'payables', it would simplify the process for our users.4 Needs review
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Credit card payment sample code
For integration purpose0 Needs review
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FENXT credit card activity to make the required vendor field more simplified
Maybe this looks like.. being auto-filled since the name of the merchant is automatically recognized? As an organization we decided to make this field more of a category than a vendor. Like "restaurant" for example, rather than Chick-fil-A. With t...3 Needs review