This feature streamlines your expense process by allowing purchases to be recorded immediately, while Expense automatically matches the transaction once it is received.
Benefits of Book Directly
- Faster accounting – Record purchases as soon as they happen.
- Reduced administration – Eliminate unnecessary waiting and manual follow-up.
- Automatic matching – Expense automatically matches the imported card transaction to the previously registered receipt.
- Improved user experience – Complete your expense reporting while the purchase is still fresh.
How to activate the setting
The setting is activated by an administrator in Expense.
Administrate → Settings → Accounting → Allow pre-registration of corporate card purchases.
Check-box it and Save.
Observe that the setting only affects corporate card purchases and makes it possible to choose type of cost before the transaction comes into Expense.
