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Expense Management - 3rd party Recommendations

  • June 4, 2026
  • 0 replies
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Early this year, we added the Expense Management Module.  We have not been able to go live due to multiple usability issues - we have not been able to begin testing and mapping due to the fact that the Plaid/MX feeds for our credit card accounts do not bring over account owner information. That information is essential for a corporate card account with 20-30+ users. It is also essential for the functionality of pro-actively prompting employees to enter receipts for charges and matching those charges to the correct receipts. We need employees to proactively to see what charges are remaining to submit receipts on vs a manual receipt upload where after a month at reconciliation, accounting realizes they are missing multiple receipts and cannot complete the statement reconciliation.

Is anyone using any third party/Acumatica friendly expense management apps that connect directly to Acumatica existing projects & GL Accounts as well as the ability easy approval mapping? If so, can you please let me know your pros/cons of the additional software? We are at a bit of an impasse and really needed to get an expense management module live sooner than later.