Solved

credit card feeds and receipt pics.

  • 5 October 2022
  • 4 replies
  • 174 views

Userlevel 4
Badge

In implementing Acumatica, one of the features I wanted to add was the credit card feeds/ receipt storage. I wanted to know if Acumatica has a similar feature to SAP concur. We currently have a paper credit card processing and data entry environment. My goal is to convert to paperless via feeds and pics of receipts.  Does Acumatica have a similar application? 

 

Thanks for your feedback.

icon

Best answer by Kandy Beatty 5 October 2022, 20:24

View original

4 replies

Userlevel 7
Badge +16

Hi @enriquey 

Have you looked into the mobile app and scanning receipts?

https://www.netatwork.com/acumatica-erp-mobile-scanning-expense-receipts/

 

Or if you are looking for something else, please let me know. 

Userlevel 4
Badge

@kbeatty21 this is exactly what I’m looking for. Is this 3rd party software or Acumatica?  

What is the Acumatica link?

 

Thanks.

Userlevel 7
Badge +16

Hi @enriquey 

No you can simply download the Acumatica mobile app and plug in your credentials. 

https://help-2022r2.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=7950e5dd-d413-48e4-896c-34e2095a3317

Userlevel 7
Badge +10

Hi @enriquey 

You can also obtain corporate card bank feeds that will create those expense receipts with a real-time sync if you own the Advanced Expense Management module. Additionally, like Kandy mentioned in her post, you can quickly and easily capture expense receipts with your camera using the mobile app while traveling.

 

David ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved