Entering Credit Card Data into Orchestrated

"How do I enter my credit card expenses into Orchestrated?" This question is asked a lot! 

One of our users was kind enough to share their process coming from a Fortune 100 company.

This was a best practice at a fortune 100 company. 

  1. Pull data from CCard company into excel. 
  2. Code GL numbers. 
  3. Copy paste into a JE (Journal Entry)
  4. (Optional) Can enter Vendor data in Reference.

If copy & paste isn't your thing, you may also try the Expense Import interface. 


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