Re: Coupa

From
Anotte Francois <anotte.francois@thekey.com>
To
Cheryl Cartwright <ccartwright@thekey.com>
CC
Laszlo Kovacs <laszlo.kovacs@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Wed, 24 Jul 2024 18:31:31 -0400
Folder
INBOX
--000000000000c23c0f061e05d754 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Cheryl, I was able to fix the issue with the Brex transactions - All your transactions should come over to Coupa as CAD currency. Please check and let us know. Thanks, Anotte On Wed, Jun 12, 2024 at 1:23=E2=80=AFPM Cheryl Cartwright wrote: > Attached are screenshots from Max expenses. None of these amounts on the > right match receipts we have as they are USD on the card. It is insanely > time consuming trying to guess which one goes with which one as you can s= ee > it's not like there are 5 or 6 transactions. > > On Wed, Jun 12, 2024 at 2:20=E2=80=AFPM Cheryl Cartwright > wrote: > >> Hi Laszlo, >> >> I understand for audit purposes you need the receipts but currently I >> have no way of matching the receipts to the amounts on the credit card >> statement. The Brex card is maxed out as I can't keep up with the expens= es >> for this market with this current setup. >> >> Please let me know how you want to receive receipts. >> >> Cheryl >> >> On Wed, Jun 12, 2024 at 1:48=E2=80=AFPM Laszlo Kovacs >> wrote: >> >>> Hi Cheryl, >>> >>> >>> >>> Happy you were able to add the additional expense line. Please keep us >>> posted if you run into this issue again. Regarding your other questions >>> below, please see responses in line. >>> >>> >>> >>> Thanks, >>> >>> >>> >>> *From:* Cheryl Cartwright >>> *Sent:* Wednesday, June 12, 2024 10:33 AM >>> *To:* Timothy Thomas ; Laszlo Kovacs >> laszlo.kovacs@thekey.com> >>> *Subject:* Re: Coupa >>> >>> >>> >>> For some reason now it just allowed me to add another expense line so >>> let's assume that error is not fixed. >>> >>> >>> >>> On Wed, Jun 12, 2024 at 12:29=E2=80=AFPM Cheryl Cartwright >> ccartwright@thekey.com> wrote: >>> >>> Hi Timothy and Laszlo, >>> >>> >>> >>> Coupa is becoming a nightmare for our market considering the volume of >>> expenses we run through for every client. The Brex card is in USD and t= he >>> charges on Amazon or Instacart are in Canadian dollars making it very h= ard >>> to match up. We will raise with Brex on our touchpoint call this Friday >>> to see if there is anything that can be done to make this easier. I >>> also have to screenshot 100 receipts out of Amazon to upload them. Coup= a's >>> Amazon doesn't work for us because we ship to 100 different addresses i= n >>> any given month. Anotte =E2=80=93 Do you think any of this is tied to t= he >>> problem Wilkie is working on for us? I really need my credit card paid >>> off so we can continue using it but at this rate it will take days even= to >>> submit it. We can look at raising your spend threshold if needed. >>> >>> >>> >>> What is the best solution here? We are one of the only markets in Canad= a >>> with this issue because of the amount of orders. I know you need receip= ts >>> for everything but could I send you full screen shots of the orders in >>> Instacart and Amazon for your team to have rather th

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