Expenses - Create Expense Claims from bank reconciliation screen
When using debit cards, we get transactions posted into the bank account before a card holder completes their expense claim. Or forgets to!
From the bank account reconciliation screen, I would like to be able to send a transaction into expenses for the card holder to complete then expense claim process. The transaction should appear in their draft expenses.
2
votes
Jason Ellemor
shared this idea
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Optimus Fintech
commented
To keep track of all claims and other bank transactions, you can rely on an AI bank reconciliation tool to automate this process efficiently. For more information, visit this page: https://optimus.tech/banks-reconciliation.