Construction owners: Keep credit-card charge files organized for reconciliation
Construction owners: Keep credit-card charge files organized for reconciliation
Construction owners misfile credit-card charges at month-end, risking vendor disputes. It renames parsed charges and files them to the correct folder so accounting can find them faster.
Overview
Misfiled credit-card charges create vendor disputes and slow month-end close for construction owners. This workflow standardizes file naming and routing so the owner and accounting always have a clear audit trail and faster access to charges. Reduce reconciliation headaches and keep focus on running projects rather than hunting for receipts.
Notable Features
- Rename parsed charge files
- Place files into correct folders
- Notify owner and accountant