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Add New Template - General

How to Add a New General Template to your Transactions Templates

  1. Access the Add Template Option
    From the Template navigation menu on the left side of the screen, select Add.

    Add option in the Template navigation menu in the Transaction Manager
  2. Select the General Tab
    At the top of the window, click the General tab.
General Tab in the Template Editor window

 

Overview of the General Tab in Template Setup

The General tab in the Template Editor is divided into three main sections:

  • General
  • Billing
  • Options

General Section

This section allows you to enter the Template Title and select the Import Type.

Template Title:

  1. Start by selecting the credit card processor from the dropdown menu.
  2. Then, enter a name for your template.
  3. Choose distinctive names to easily differentiate between multiple cards or accounts.

Supported Credit Card Processors:

  • American Express
  • Ameris Bank
  • Bank of America
  • Barclays
  • Central Bank
  • Chase
  • Citibank
  • Diners Club
  • Discover
  • ExpensePoint
  • First Horizon
  • HSBC
  • JCB
  • Keybank
  • Mastercard
  • Plaid
  • Visa Wells Fargo

Import Type:

Choose the corresponding file format for your financial institution from the dropdown list of the following formats:

  • AMEX_APA_KR1025
  • AMEX_EBILLING
  • AMEX_EMEA_KR1025
  • AMEX_GL1025
  • AMEX_GM1022
  • AMEX_GM1025
  • AMEX_KR1022
  • AMEX_KR1025
  • CSV
  • DINERS_SDF
  • EP_CIF
  • EP_PeachStateRoofing
  • MASTERCARD_CDF
  • TSYS
  • USBANK_CAD (CNDA3)
  • USBANK_USA(CNDA3)
  • VCF

 

SIC Code Group and Configuration Details

Each Import Type has specific configurations, including the SIC code group and required fields such as Employee ID, Account Number, or BTA Information. The available configurations are:

  • AMEX_APA_KR1025: Employee ID, Account Number-> SIC group: Amex SIC - APA KR1025
  • AMEX_EBILLING: Employee ID, Account Number, Employee Name -> SIC code group options: Amex SIC - KR1022/KR1025, NAICS 207, MCC, Amex SIC - KR1022/KR1025
  • AMEX_EMEA_KR1025: Employee ID, Account Number → SIC group: Amex SIC - KR1022/KR1025
  • AMEX_GL1025: Employee ID, Account Number, BTA Information → SIC group: MCC
  • AMEX_GM1022: Employee ID, Account Number → SIC group: Amex SIC - KR1022/KR1025, Region: US, Canada, Europe, Latin America, Caribbean, Asia Pacific, Japan
  • AMEX_GM1025: Employee ID, Account Number → SIC group): Amex SIC - KR1022/KR1025, Region: US, Canada, Europe, Latin America, Caribbean, Asia Pacific, Japan
  • AMEX_KR1022: Employee ID, Account Number, BTA Information → SIC group: Amex SIC - KR1022/KR1025
  • AMEX_KR1025: Employee ID, Account Number → SIC group: Amex SIC - KR1022/KR1025
  • CSV
  • DINERS_SDF: Employee ID, Account Number-> SIC group: MCC
  • EP_CIF: Employee ID-> SIC group: MCC
  • EP_PeachStateRoofing: Employee ID-> SIC group: MCC
  • MASTERCARD_CDF: Employee ID, Account Number-> SIC group options: Amex SIC - APA KR1025, NAICS 207, MCC, Amex SIC - KR1022/KR1025
  • TSYS: Account Number-> SIC group: MCC
  • USBANK_CAD (CNDA3): Employee ID, Account Number-> SIC group: MCC
  • USBANK_USA(CNDA3): Employee ID, Account Number-> SIC group: MCC
  • VCF: Employee ID, Account Number-> SIC group: MCC

 

Billing Section

Set up the Billing Model and the Payment Type here.

  • Billing Model Options:
    • Company-paid card
    • Company paid card (personal expenses must be expensed)
    • Employee paid card
  • Payment Type
    • Usually set to Employee Paid.
    • Learn more about Payment Types in this article.

 

User Association Section

  • Data Column: Dropdown for user mapping column field selection from imported data.
    • Generally, the data is mapped by Employee ID, but can also be by Account Number or Employee Name depending on the import type.
  • User Defined Field: Further specify the user details by selecting the corresponding option related to the Data Column from the imported file.

 

Options Section

Check the boxes to enable the following features as needed:

  • Make template available to all users
  • Allow administrators to view all unexpensed data
  • Automatically import data
  • Only allow unique file names
  • Automatically create expenses

Note: If you check the box for Automatically import data, a new tab will appear at the top of the Template Editor for you to enter additional details to set up the SFTP for the automatic file imports.

 

 

Watch the video below to learn more about Adding a New Template from the General tab.