Tech Tip #27 – Improve Expense Tracking by Importing your Monthly Credit Card Statements

Trust Accounting

Let’s face it, many of us use credit cards for business and client expenses, but very few of us keep a daily record of those items. Even if you do, quite often things are missed. With our latest Import Transaction feature, once your monthly cycle is complete, you can import your credit card statement and simply see what is matched, or add items you may have missed in just a few clicks.

Want to know how to start importing your credit card statements? Click here to view a video which goes through the process step by step so that you can stay on top of your expense tracking!


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