Webinar_Importing_purchase_cards_P_cards_36m35s_

Webinar: Importing purchase cards (P-cards) (36m35s)

Learn how to set up a merchant vendor, create a spreadsheet for purchase card invoices, import purchase card invoices into the application, and pay off the purchase card. 

  • Webinar: [mp4]

  • Sample spreadsheet: [xlxs]

  • Learn more [More]

 

 

 

 

 

 

 

 

202402, 2024Apr18 

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • Webinar: Importing invoices (2025.02)

      In this webinar, Find out which fields are required in the import file. Walk through an example of importing invoices. Update existing invoices. Previewing imported invoices. 202411, 2024Dec04 Copyright © 2025 Caselle, Incorporated. All rights ...

    • Webinar: Importing budget (00h08m27s)

      In this webinar, learn: How to import a budget into Connect General Ledger. How to use Excel to set up the import file. View an example of importing a budget. 202505, 2025Jun27 Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Webinar: Purchase Orders and Requisitions (2023.05)

      Webinar Time Stamps 00h01m20s, Submitting a requisition 00h11m04s, Adding online attachments and notes 00h11m49s, Managing approval process 00h21m15s, Creating purchase orders 00h25m04s, Entering purchase orders 00h37m18s, Purchase order reports ...

    • Webinar: Importing budget amounts (04m55s)

      In this webinar, learn how to: import budget amounts using an Excel spreadsheet. Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • How do I set up a payment type for credit cards?

      Set up a payment type for processing credit card payments. You will need to use a third-party provider to process the credit card payment. The third-party provider will use the credit card information that you provide to debit the credit card account ...