Employee Expenses From Bank Feeds For Credit Cards

The Employee Expenses with Multiple Credit Cards feature extends the functionality of the existing "Employee Expenses from Bank Feeds" module. It is designed for businesses that operate with a main bank account and multiple associated credit cards, streamlining the process of mapping bank transactions to their respective journals and creating employee expenses.

Key Functionalities:

1. Credit Card Matching Logic:
   1. Extracts the last four digits from the account_owner field under the "Transaction Details" tab of the bank feed.
   2. Matches these digits with the last four digits of the "Account Number" field in the journals.
2. Transaction Handling:
   1. If no match is found: The process terminates with no further actions.
   2. If a match is found:
      1. Validates whether the transaction is from Automated Bank Synchronization.
      2. If not synchronized automatically, the process terminates with no further actions.
      3. If synchronized automatically, transfers the bank feed statement and transaction details into the matched journal.
3. Employee Expense Creation:
   1. Based on the matched journal's bank feed, the system generates employee expenses seamlessly, leveraging the functionality of the base "Employee Expenses from Bank Feeds" module.
4. Seamless Integration:
   1. Ensures compatibility with the existing bank feed and employee expense workflows.
   2. Automates the mapping and expense creation process for businesses with complex bank account structures.

Key Benefits:

1. Enhanced Usability: Supports businesses with a single bank account linked to multiple credit cards.
2. Automation: Minimizes manual effort by automating journal assignment and employee expense creation.
3. Accurate Tracking: Ensures transactions are mapped to the correct journals based on the credit card details.
4. Streamlined Workflow: Maintains consistency in employee expense creation with minimal configuration changes.