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Question

Tying Vendor Record to Credit Card Receipt

  • July 15, 2021
  • 4 replies
  • 254 views
R
Jr Varsity II
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Is there a way to link an expense receipt for credit card to the vendor record?  Sometimes we pay for vendor bills on credit card, but they also need a 1099, but I can’t find where to link that to the vendor totals for end of year 1099 reporting.  

4 replies

Freeman Helmuth
Semi-Pro I
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I have the same question on this

Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • January 24, 2022

Hi @rsudkamp69 were you ever able to figure this one out? Thanks!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
R
Jr Varsity II
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  • rsudkamp69
  • Author
  • Jr Varsity II
  • January 24, 2022

@Chris Hackett I was able to get a work around by creating a bill in payables and then marking it paid with credit card instead of our bank account.  However, I’d really like it to be available in the time and expense module somehow.  It is extra steps for me to download a receipt that my employee has uploaded through mobile or other methods, so that I can create a bill in payables and re-upload a receipt there.  There has to be a simpler way.    Do you have a better method or idea?  Thanks for following up.

    Chris Hackett
    Community Manager
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    • Chris Hackett
    • Acumatica Community Manager
    • January 24, 2022

    @rsudkamp69 glad you were able to identify a work around. I don’t have anything more to offer but you could create an Idea for this.

    Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
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