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Integrating US Bank Access Online Transactions to GP

Posted on by Microsoft Employee

Our organization is currently using Microsoft Dynamics GP 10.0, and we use US Bank as our corporate visa card providers. We currently use an in-house database system that we import our visa transactions into so that staff can go in and provide account numbers and desrcriptions for each purchase, we then integrate these transactions into GP to record the expense. Recently we have become aware that we are able to complete this reconciliation process directly thrugh US Bank's Access Online, and are able to download the data to integrate into GP.

Is anyone else using Access Online to allocate expenses? If so, how were you able to integrate these transaction into GP to record the expenses in your accounting records? I understand that through Access Online you can create custom Flex Data reports to download the transactions from US Bank. Has anyone used one of these reports to run their integrations? If so, what headings and information did you include in the report.

Our finance unit is trying to decide if replacing our current system of using an in-house database to reconcile credit card transactions can be simplified by using the service provided by our card provided US Bank. Any information or experience in the use of US Bank's Access Online for allocating transactions and integrating into GP, would be  very helpful.

Thank you so much.

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