Vision 7.6: Credit Card Enhancements Streamline Processes

Posted by Melissa Coffey on August 22, 2016

Vision 7.6

Since the release of credit cards in Vision 7.3, many firms have gained efficiencies with employee expense reporting by importing charges from their credit card company and making these charges available to the employees within expense reports. Now, that functionality has been expanded based on user feedback to make it even easier for employees and streamline reimbursements and expense reports even more. 

Enhancements to Reconciliation and Review
The Credit Card Review is an excellent application to review, filter and analyze credit card charges.  The Credit Card Review will now display additional details including the expense report or voucher details and the General Ledger account number for each charge.  In addition, any user defined fields imported to help the employee categorize the charge are now displayed in both the Credit Card Review and Credit Card Reconciliation.

Vision 76 Credit Cards 1

Vision 76 Credit Cards 2

Going Beyond the Company-Paid Credit Card
The initial release of credit cards was focused on cards paid by the company. Vision 7.6 includes the ability to make credit card charges available to your employees within Expense Reporting for company credit cards that are paid by the employee. These charges are categorized as typical expenses that are reimbursed to the employee. The credit card administrator is able to upload these charges and make them available to the employee similar to the process with company-paid credit cards.

Vision 76 Credit Cards 3
 
Finally, we had many requests to map the Merchant/Description from the imported credit card charge to the expense report description field.  This is now an option when setting up credit cards.
Our users have already been able to create a more streamlined, seamless process for employees expense reporting. The enhancements above will further support this process.

 

What's New in Vision 7.6?

Check out these great new features and enhancements to help you do more with Deltek Vision!

Learn More about Vision 7.6 »