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We need the ability to reconcile credit card statements in GP. Currently the criteria hard-coded for a "Matched" transaction in the E-Bank Rec import is the 'Check Number / Serial Number'.
When you're processing credit card transactions, there is typically no unique reference number at the time that you're processing the credit card payment.
In E-Bank rec, if we could define the "Matching" criteria (say Statement description contains GP Vendor Name, statement settlement date is within 1-2 days of GP transaction date & statement amount = GP amount), the tool could actually be used for credit card statement imports.
When you're processing credit card transactions, there is typically no unique reference number at the time that you're processing the credit card payment.
In E-Bank rec, if we could define the "Matching" criteria (say Statement description contains GP Vendor Name, statement settlement date is within 1-2 days of GP transaction date & statement amount = GP amount), the tool could actually be used for credit card statement imports.
STATUS DETAILS
Declined
Administrator on 10/7/2024 8:54:05 PM
Thank you for your suggestion regarding the Microsoft Dynamics GP product. We appreciate your input and the time you took to share your ideas with us. However, due to the current lifecycle of the product, we will not be considering this addition at this time.
Thank you for your understanding and continued support.
Best regards,
Terry Heley
Sr Tech Support Eng EE