Helpful Tips
August 2007
How can I use my credit card statements to create my expense reports?
Provided your license key includes the credit card statement upload feature, your users should see an "Upload Records" button on their Expense Entry screens. This feature allows users to browse their local or network directories and upload their credit card statements in plain text format. The file must be saved in the .qif format offered by all major credit card providers.
When the file is uploaded, the user can review all of the charges and select which ones to include in an expense report. The user can also match these charges up to projects and expense codes and attach electronic copies of receipts.
Please contact your account representative for more information on licensing this feature.
How can I group my Journyx Timesheet expenses together for transfer into vendor bills in QuickBooks?
The latest version of the Journyx Timesheet-QuickBooks integration, Accountlink 6.0, includes a new feature with options for summarizing expenses that are transferred to vendor bills in QuickBooks. While you can continue to create vendor bills for each expense record created in Timesheet, you can also choose to summarize these expense by Expense Source or by User and Expense Source.
When summarizing by Expense source, a single vendor bill per source is created for the synchronization period. When summarizing by user and source, each user will have as many vendor bills created as he has sources included in his expenses in Timesheet. For any given synchronization period, only one of these summarization options may be selected.
Please contact your account representative for more information on Accountlink 6.0.
