PCard - Import Setting Option for General Ledger

Completed

Purchasing Cards Web

What we’re doing:

Providing greater flexibility and configuration options for the entering of the general ledger account for purchasing card transactions

Why we think you’ll like it:

The current system requires that the general ledger account be included in the import file or that a default general ledger account be assigned to each cardholder. This new option allows for a blank GL account on import, but that the cardholder or designated reviewer is required to enter the general account before the transactions can be invoiced.

Learn more:

To enable the Blank GL import option, navigate to Finance > Requisition & Purchasing > Purchasing Cards > Settings > Import Settings

1. Select Use blank GL

2. Click Save Settings

Don’t have the Purchasing Cards module yet? For more information and to get setup with the Purchasing Cards system, contact your Atrieve Sales, or Services representative.