Kathy, Email me and I'd be happy to send you a color coded template. As  Steve mentioned once the invoices are in excel you can write macros to do just about anything. Like copy and paste your credit card statements and run the macro to put the info in the right columns. Office Connector works well too, especially if you already own it.

[email protected] 

Kathy, Email me and I'd be happy to send you a color coded template. As  Steve mentioned once the invoices are in excel you can write macros to do just about anything. Like copy and paste your credit card statements and run the macro to put the info in the right columns. Office Connector works well too, especially if you already own it.

[email protected] 

Jenny-i am curious if you are able to assist me with this same issue?  We have 200-300 credit card purchases each month.  I have an assistant that manually enters these through AP/Tasks/Record payments by Credit Card.  We then use Tasks/Verify Statement Balance to create an invoice for the monthly statement amount.  We currently have 12 card users and frequently the executives (owners) do not supply receipts. She spends a ton of time chasing down information and entering purchases.  We are using our bank's credit card platform and we have reached out to them for help.  IF we can get the card users to start using the APP available, they can provide a report in a format we can then import.  I do have Office Connector but i am not sure how to use it.  What options do we have to streamline this process?  Thank you for any input!

Susie, I have lots of questions. There are several ways to do this depending on how statements and invoices are routed. If you want to call me at 866-212-1208 I'm happy to give you my feed back and of course share the AP invoice import format in Excel.