Processing credit card statements

Processing credit card statements can be a fiddly job, having to analyse each type of expense separately and then there’s the VAT element that may need splitting. With e-conomic you can create a template using the Distribution tab, outline the codes you use on a regular basis along with the text save it and use again and again making processing so much easier !

You start by entering your main details on the front screen of a Journal then select the Distribution icon :-

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Breakdown your expenses into the different codes, VAT codes automatically appear which can be changed, the gross or net amount can be entered along with text:-

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The template can then be saved :-

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When you process your statement for the next month select the saved template, the codes will appear ready to use again :-

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To find out more take a look at our Help page and shot video