Currently, during the expense posting from Keystyles to Vista Accounts Payable, the vendor is the company employee. This model assumes that the employee is being reimbursed, and precludes the possibility that the transaction is a Company Credit Card / PCard transaction in which the employee will not be reimbursed but that the Company would like to import.
Many companies offer employees a company credit card to avoid reimbursements. Keystyles has already built a "credit card import" in which it collects the underlying merchant, but that underlying merchant vendor is being overwritten with the employee vendor when the employee attaches their receipt.
Instead, there should be an optional portal setting to allow the underlying merchant vendor to be the vendor that is imported into Vista A/P so that job cost reports can report show the true vendor that was paid. The employee who spent the money is not as relevant as what merchant was paid. In other words, the company paid the merchant, not the employee. Then all AP Vendor Drilldown reports would show the correct vendor spend whether it was through a check or through a company credit card.
Matt Newman
| Company | Alcorn Construction, Inc. |
| Job Title / Role | Controller |
| I need it... | Yesterday...Come on already |
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I agree that getting Keystyle and Vista to handle all of this is the best method. Hopefully, this gets development attention soon.
Those are some good ideas. I want to keep working with Keystyles because I think they are close here. The ability to have the receipt attachments automatically import from Keystyles to Vista and attach into Vista is something that is hard to pass up. Maybe yours does that, maybe not. Currently I do have a workaround in play to capture the merchant through a notes field which I can then mine through Crystal Reports, but this is, like I said, a workaround.
Matt,
I've developed a custom credit card process built on top of the standard AP workflow in Vista. I recommend that companies use separate vendors for transactions paid via check and credit card. Otherwise, your 1099 totals will be incorrect. Perhaps Viewpoint could add a credit card payment type that is excluded from 1099 processing.
Also, generally you don't need to know what specific gas station an employee stopped at for fuel so I recommend using a CC-Gas vendor (I start all credit card vendors with CC-) for all gas stations and similar grouping for other vendor types.
Kevin Halme | Constructive Tech Solutions | www.consttech.solutions