We are looking into implementing a bank feed to create expense receipts automatically. Does anyone successfully do this with automatic feeds? If so, who is your credit card provider?
Bank Feeds>Expense Receipt Creation
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Expense receipts cannot be created through the Import transactions / process bank transactions workflow processes, regardless if a bank feed or manual import is utilized. You can only match to already created receipts.
However you can use the process bank transactions workflow to memorize and process transactions automatically utilizing the Bank Transaction Rules feature. A potential catch is that job costing fields (project, project task, and cost code) cannot be memorized through this feature, these transactions will also not be associated towards a specific credit card, but instead just towards the cash account.
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