Please make it possible to link 4-7-1 credit card issuer with the 4-4 credit card vendor file. Or in lieu of that make it possible to see historical credit card information in the 4-7 Menu area. Currently if the person who does credit card reconciliation needs to look up or verify a transaction that has already been reconciled, that can only be done by a running a report in 2-4. However, that requires that we grant that person access to run reports on ALL GL Accounts, which is not something that person in our company should be able to do. Which means someone else with higher access permissions has to run the report and give it to the person doing the reconciliations, which is not time efficient for either person and can be very frustrating. It would be best if everything was kept in one place, which is in the 4-4 vendor files, and at the least available in the 4-7 menu area.
by: Cindi W. | over a year ago | Accounts Payable
Comments
This is extremely important!!! It does not make any sense that the Vendor file is not updated when a payment is made through 4-7-6
Please make this happen!
This would be extremely helpful and it makes tracking credit card payments through reporting function difficult