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Need a facility to upload Direct Debits via an excel spreadsheet

Currently you have to enter transactions related to credit cards or recurring transactions against the bank account either manually as Direct Debits or as GL GST journals. The issue is that the GL GST journals don't calculate automatically the GST and you have to create two lines for each transaction.

Most of the information provided by the financial institutions related to credit card transactions is already available in csv files.

 The facility should work as the upload of Job budgets. If something is wrong no records are created.  

  • Guest
  • May 4 2019
Finance
Company Several Jobpac clients
Job Title / Role Jobpac consultant
I need it... Yesterday...Come on already
  • Attach files
  • Julie Cooper commented
    October 07, 2022 00:38

    Our workaround is to use the invoice upload function and add the prepaid information to the spreadsheet. The bank account is the credit card account.

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