April 1, 2024
4 min read
Companies with multiple subsidiaries often have credit cards that get used across entities. When card transactions import, assigning them to the correct subsidiary is manual and error-prone—especially when the card doesn't indicate which entity made the purchase.
We built logic that automatically assigns imported credit card transactions to the correct subsidiary based on configurable rules—vendor, expense category, cardholder, or other criteria—eliminating manual entity selection.
During card transaction import, the system evaluates each transaction against assignment rules and sets the subsidiary automatically. Exceptions are flagged for review rather than defaulting incorrectly.
Automatic subsidiary assignment for card transactions
Reduced manual review and correction
Proper entity-level expense tracking
Faster credit card reconciliation
Author
Tags
