Automating credit card transactions

Associate
Joined
26 Apr 2014
Posts
97
Hi all,

I just wanted to see if anyone has any knowledge or previous experience with automating credit card transactions.
Currently over 1500 transactions are manually combed through to add a nominal, job number, department number, purchase order number and then the relevant net and VAT values are calculated.
We have an in house system that the job numbers are stored in online that I was hoping to use a scraping tool, however then using vlookup and if functions on a template sheet seem rather messy.
Would I be better looking at a database function for this and then using that as an export into our financial software?

Many thanks,
 
Hope your not working with full credit card numbers.

How does the current system tie up credit card transactions to other data?
 
Without knowing exactly where the data is stored and how you interact with it it's not easy to answer.

what database info is stored? what financial software are you importing in to? are you using a single database or is the information spread over a couple?

When you say manually combed through are you doing them in the database? software? paper?

Doing it in a database would be the easiest option, copy the transactions to a temp table, adding in the extra details and then exporting it. Set this up as a SP and you'll be good to go however, i am surprised you're not keeping this data already in the database or is that what you're doing in the financial software?

It could be done via excel but as you say, it's not always the most elegant approach but it should be possible.
 
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