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.

  • LaQuanda Prince
  • Mar 5 2020
  • Needs review
  • Attach files
  • Jennifer Kurtz commented
    21 Oct, 2020 05:25am

    Yes, and we could create mapping to particular vendors. Since the credit card vendor name on the statement is rarely exactly the vendor record (if it has store #, perhaps) have a way to save a default vendor to connect the credit card name to the vendor name.