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import American Express charges

  • 1.  import American Express charges

    Posted Jun 19, 2019 08:01 AM
    Is there a method to import transnational information from American Express into Nav2017?  Would it just be a importing a journal entry?

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    Karen Roland
    Florida Court Clerks and Comptrollers
    Tallahassee
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    Conference-BCNAVUG_200x200


  • 2.  RE: import American Express charges

    TOP CONTRIBUTOR
    Posted Jul 01, 2019 01:25 PM
    Sorry for the delay in responding.  The lack of response was probably because there is no real standard way of importing credit card transactions into NAV.  Some companies just import a general journal or a purchase journal.  A lot of it depends on the type of file that the data is saved in, how you want the transactions shown in NAV, whether you want to track the purchases by vendor or the credit card company, etc.  If you explain how you want to see the transactions,We can discuss alternatives.

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    David Wiser
    Project Manager
    Tigunia
    Seattle WA
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    Conference-BCNAVUG_200x200


  • 3.  RE: import American Express charges

    Posted Jul 01, 2019 04:33 PM

    Thank you for the information

     




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