Expense Management

David Dover

In our Expense Management module, we have one person that is responsible for recording all charges. We sometimes have 500 charges in a month. How do you handle recording each transaction? It takes us a day or more just to get the transactions recorded, which is terribly inefficient. We've asked about a batch record process, but there is nothing in the works.

Sylvia Cook

@David Dover
Wow, that is a lot of charges in a month. For us, the credit card holder is responsible for submitting their charges (some people do get help from accounting). Accounting does review before posting. We do have to send reminders for some people to submit their charges.

Anthony Eberspacher

@David Dover Have you found an effective work around? We're heavy users of the credit cards (1,200 to 1,500 transactions a month), and that's a ton to record every single month in what ends up being a superfluous step given our approval rules.