Import Card Statements into Expense Claims

Author: Eugenija Steponkute
Published: 03/11/2019
card statements and expense claims

Expense claims are a grey area to many businesses despite thievery basic principle behind how they work. It has always been one of the problem areas Timesheet Portal addresses as we are well aware that companies lose thousands every year over inefficient expense claim processes. As with the rest of our features, we never stop polishing the quality of the designated module, seeking to create smoother and quicker experiences for our clients.

In the latest edition of Timesheet Portal, we have added an extra touch to the aid we offer for expense claims. In order to minimise the admin work that is normally the culprit of errors, we have added another layer of automation. Instead of saving and manually submitting physical receipts, users of our platform now have another outlet for speeding the process up. Combined with the accessibility we offer, we expect to save you a lot of hassle moving forward.

Import Card Statements Instead of Receipts

Starting today, save even more time using our latest feature that allows you to import statements directly into your expense form. Our statement importer has been designed to cater for different types of card statements, allowing you to choose whether to import negative values or positive values (or both) and will automatically detect the fields, making it a quick and easy process. This feature is enabled automatically for any expense forms. Just click the Import Statement button in the footer of your expense form, and then upload your CSV.

Once uploaded, we will automatically generate entries for each one of your card statement lines, saving you lots of time!

Be Part of Future Developments

At Timesheet Portal, we are always looking for ways to give our clients as much value as we can. All of our updates and changes begin with you. Therefore, if you have any complaints, suggestions or would just like to provide feedback - we are waiting to hear from you.

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Timesheet Portal online software provided by Anfold Software Ltd, a registered company in the UK.