Why use Credit Card Importer?
The use of company purchases paid with a credit card adds a level of complexity to the Accounts Payable process. pVault® has the ability, with the Credit Card Importer, to create invoices from an electronic credit card statement and match individual transactions to previously indexed credit card receipts. Credit Card Importer does not stop there! You can create and manage secondary vendors. Once your statement is imported into Credit Card Importer, the module keeps up with where you are. This means that if you need to stop without finishing, you can. The module "remembers" where you were in the file so you can continue without issue. Invoices originally created in Credit Card Importer can be pushed to APFlow for further coding--or if all the coding is complete--export that invoice straight from Credit Card Importer.
•For steps on Processor Permissions, click here.
•For steps on troubleshooting potential credit card statement errors, click here.
•For steps on importing credit card transactions, click here.
•For steps on transferring transactions to one or more invoices, click here.
•For steps on matching credit card receipts, click here.
•For steps on importing invoices into pVault®, click here.
•For steps on creating a Secondary Vendor Drilldown Report, click here.
•For details on the Sage 100 Credit Card Management integration and the Card Issuer Account field, click here.
1.From the ribbon toolbar, click APFlow™.
2.Click Credit Card Importer, 
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The Credit Card Import window similar to the following displays:
3.If a new import is needed click New Import.
If an existing import needs to be edited, click Edit Import.
Click here for details.
