Credit Card Reconciliation

In this Lunch & Learn session, Jessica Gandy, demonstrates how to use the Credit Card Import functionality within Unanet AE to simplify expense processing and improve financial accuracy. The presentation covers importing credit card transactions, matching charges to employees, assigning project and expense codes, managing exceptions, and integrating transactions into expense reporting workflows.

Attendees will learn how to streamline credit card reconciliation, reduce manual data entry, improve expense tracking, and ensure expenses are properly allocated to projects and accounts. The session also highlights common challenges, recommended workflows, and best practices for maintaining accurate and efficient expense management processes.

This session is ideal for accountants, finance teams, accounts payable staff, project administrators, and Unanet AE administrators looking to improve expense processing and credit card reconciliation.