Import credit card transactions

  1. home
  2. Finance employee
  3. Expenses and credit cards
  4. Import credit card transactions

How do you import credit card transactions in Easy1?

  1. Navigate to 'Finance employee' from the User Home.
  2. In the left sidebar, go to 'Credit Cards' - 'Credit Card Transaction imports':
  3. Click on 'Import Transactions' in the top left corner
  4. Now, add the CSV transaction document
  5. And click on 'retrieve data'.
  6. The software will now search for the mandatory data that should be present in the CSV file, which includes:
    Card number
    Transaction date
    Description
    Cardholder
    Amount
    Currency
  7. If you want to use other data, you can drag them to the respective column:
  8. Then, click on 'Check':
  9. Everything correct? Now click on 'Import'.
    1. The transaction overview is now added and linked to the correct credit card holder.
    2. The software immediately matches it with the credit card declarations that the budget holder has already submitted.
    3. The software sends a notification to the credit card holder to review and supplement their credit card statement.

Any errors? They will be displayed at the bottom left.

Click on 'Read more' and correct your errors.

Click 'Check' again.