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Sage Paperless Construction Help

  • Sage Paperless Construction Help
  • APFlow™
  • Credit Card Importer

Credit Card Importer

Why use Credit Card Importer?

The use of company purchases paid with a credit card adds a level of complexity to the Accounts Payable process.

Sage Paperless Construction has the ability, with the Credit Card Importer, to create invoices from an electronic credit card statement and match individual transactions to previously indexed credit card receipts. You can also create and manage secondary vendors.

Once your statement is imported into Credit Card Importer, the module keeps up with where you are. This means that if you need to stop without finishing, you can. The module remembers where you were in the file so you can continue without issue.

Invoices originally created in Credit Card Importer can be pushed to APFlow™ for further coding (or if all the coding is complete) export that invoice straight from Credit Card Importer.

Complete the following steps to access Credit Card Importer:

  1. From My Paperless, click APFlow™.

  2. From the APFlow™ navigation bar dropdown, click Credit Card Importer.

    The Credit Card Importer main page displays:

    SageCCImainpage-mh.PNG

    Note

    To prevent two users from successfully accessing the same record, and either overwriting data or deleting it, there is a record lock. While a record is currently being accessed, the Status column entry for that record changes from In Progress to identifying the individual who has that record open. If you attempt to edit the import while another user has it open, a prompt displays explaining that a specific individual has the record open and they must close it before you can open it.

    Once the individual has gotten out of the record, click Refresh to update the Status column entry.

  3. Use this page to perform the following tasks or open the import detail pages.

Import

  • If a new import is needed, click the Import button. See Create a New Import for more information.

  • If an existing import needs to be edited, click the Open open-CCI-icon.svg icon.

Complete

Click this button to move an entry off the Credit Card Importer main page.

Note

This could be because an entry is actually complete with no additional steps needing to be taken, or an entry just needs to be removed from the Credit Card Importer main page.

When you click Complete, a dialog similar to the following displays with a confirmation prompt:

SageCCImainpageCompleteconfirmationdialog-mh.PNG

To filter the list and view removed items, click the dropdown displaying In Progress (this is the default) and select Completed or All. This information is maintained for archive purposes.

Manage Templates

Click Manage Templates to access the Manage Credit Card Templates dialog:

SageCCIManageCreditCardTemplatespage-mh.PNG

For more information, see Industry Standard File Import vs. Template-Based Import.

Card Defaults

  1. Click Card Defaults to access the Manage Credit Card Defaults dialog:

    SageCCIManageCreditCardDefaultsdialog-mh.PNG

  2. Click Add.

    The New Credit Card Default dialog displays:

    SageCCICardDefaultsNewCreditCardDefaultdialog-mh.PNG

  3. In the Card Description text box, enter an identifier for the card default.

    Note

    This field is not tied to functionality.

  4. In the Card Number text box, enter a credit card number. This is the value to look for in the Credit Card Number field on the line.

  5. In the Default Processor text box, use the dropdown to select a processor. If a credit card number matches the value in the Card Number text box, the associated processor defaults when this line is selected.

    Note

    You can pick a default processor or a default line type—or both; however, at least one of these fields must be populated with an entry other than None.

  6. In the Default Line Type text box, use the dropdown to associate a line type to a particular credit card number.

    Note

    You can pick a default line type or a default processor—or both; however, at least one of these fields must be populated with an entry other than None.

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