I use Quicken at home for personal use, and with that, I enter my receipts as they occur, and then once a month can download my activity direct from the credit card company. Quicken will then try to match up the transactions for me, and I have an approval process I follow to accept or changes the matchups. Sage should have the same capability, otherwise entering receipts just so I can match them up to the bank statement doesn't make a whole lot of sense.
by: Siri H. | over a year ago | 1 Financial Management
Comments
Would like to be able to import credit card transactions. Currently using a software called "Tallie" that can create a CSV file but can't import it into Sage CRE 300???
Please provide the ability to import credit card transactions!!