Credit Card Import

Sage 100 Contractor Credit Card Import

The Credit Card Import program allows you to import transactions downloaded from your credit card company

rd_triImported transactions post into Sage 100 Contractor as if the transactions were
manually entered

rd_triImport transactions from your Credit Card Company
(Excel or various text file formats)

rd_triExample of Credit Card companies currently being utilized (American Express, Concur, Home Depot, Visa, Master Card, Discover, Lowe’s) Thus far all Credit Card companies have  been able to provide a file we could use

rd_triVerification of necessary Sage 100 Contractor accounting
parameters is performed prior to import

rd_triError report is provided if accounting parameters are not met

rd_triReconciliation is completed in Sage 100 Contractor

rd_triImport customizations will require a separate quote

To discuss this add on in more detail with a member of the Wright Office team, please email or call our office at (517) 580-3717.