Importing a Credit Card CSV Into OpenAir Expense Reports
Did you know that you can import a credit card CSV into OpenAir expense reports using an import wizard?
OpenAir supports the ability to import American Express CSV feeds directly into new or existing expense reports according to the transactions in the file.
The wizard itself is very easy to use – it’s a simple 1-2-3!
- Open the wizard and browse for your AMEX CSV file.
- If you have a multi-user file, you will be prompted to map the person’s name in the file to a user in OpenAir.
- You name the expense report, have the option to insert receipts into existing expense reports, and apply a payment type (which is linked to reimbursable/non-reimbursable).
And “Presto” the receipts are imported against the defined user. Don’t have multiple users in the file? Then it’s only 2 steps to create your own receipts.
The dependencies to use the wizard are that expense reports must not be restricted to a time period and you cannot change the name of the expense report. Once those are in place, the wizard will be available on the Home page for use.
Give it a try – you may find yourself with a few extra hours to do billable work!!! Need help using other credit cards? Just contact TOP Step at info@topstepconsulting.com!
Want more OpenAir tips? We’ve pulled them all together into a convenient eBook of 50+ tips from the past year. Click here to find out how to get your copy.
