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
Credit Card Management
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  • Jennifer Kurtz commented
    October 21, 2020 05:25

    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.

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