Import credit card transactions?

Question

Is there a way to download credit card transactions from my bank and import them into Sage 100 Contractor using a csv or xls file? 
 
 Is there an add-on module that would allow this?

jamesrshoemaker · Answer

I'm willing to wager that this cannot be accomplished in Sage. 
Imagine how great it would be if, like Mint or Personal Capital, Sage were linked to the accounts and would automatically record the transactions as they happened. Then all one would need to do would be verify/enter cost codes and job numbers. 
Maybe in version 19.7 but I wouldn't get my hopes up.

Char DeLange · Answer

I have recently learned that Sage Paperless will import credit card transactions and allow users to take a picture of the receipt and link it to the transaction. To find out more, contact amyc@cfosonthego.net

Daniel Rock · Answer

Contact Gwyl (pronounced Jill) at Wright Office Solutions. They are a third party developer for S100C. Ask about the add-on product called Credit Card Receipts Import available that will accomplish what you are asking for. It has been around for a few years. 
Daniel

Char DeLange · Answer

Hi James 
 It's coming in v21 soon to be released!

Denise Johnson · Answer

Hi Char, can you clarify your answer above? Are you referring to Sage Paperless capabilities? Version 21.1 of Sage 100 Contractor will be including the ability to download banking transactions in the 1-5 menu. At this time, credit card transactions are not available for download and reconciliation. 
 Thank you, Denise Johnson 
 PBA-Sage100Contractor

Sage Construction & Real Estate

Import credit card transactions?

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