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Entering Credit Card (Amex) Transactions in Timberline

  • 1.  Entering Credit Card (Amex) Transactions in Timberline

    Posted 09-21-2015 18:58

    Hi Everyone,

    Does anyone who uses Timberline (AKA Sage 300 CRE) know of a fast/efficient way of entering credit card transactions as invoices? 

    We use a corporate American Express card for our business, and each month our AP person spends about a day and a half entering each of the hundreds of transactions as individual invoices in the "Payments by Credit Card" task. Does anyone know of a more efficient process to enter each of the credit card transactions for their individual invoices into Timberline? Is there a good way to upload the transactions?

    Please let us know if you can help us streamline this process.


    Amy Pritchard
    Focus Development
    Northfield IL
    (847) 441-0474