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Automating Purchasing Module Entries

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Posted on by Community Member Microsoft Employee

Our credit card transactions are entered in the Purchasing Module under Transaction Entry one at a time. Can integration manager automate this process? I know in Solomon I could create one excel file for all my entries and paste them in.

Thanks,

Cody J.

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L Vail 65,271 on at

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RE: Automating Purchasing Module Entries

The version I was speaking of is 2016, but it looks like you're good to go with the video information.

Kind regards,

Leslie
Community Member Microsoft Employee on at

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RE: Automating Purchasing Module Entries

Hi Leslie,

Thanks for responding. Which GP are you referring to? I'm using 2013 and last night I found a video on YouTube showing me a way to format my credit card entries in Excel to upload via IM.

- Cody
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L Vail 65,271 on at

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RE: Automating Purchasing Module Entries

Cody,

While I do not see a way to import them using IM, with GP2016 you can do a 'credit card run' like you do a check run. This could be a great reason for upgrading to GP016!

Kind regards,

Leslie

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