Re: Coupa

From
Cheryl Cartwright <ccartwright@thekey.com>
To
Laszlo Kovacs <laszlo.kovacs@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Anotte Francois <anotte.francois@thekey.com>
Date
Wed, 12 Jun 2024 14:23:31 -0300
Folder
INBOX
--00000000000027f2b1061ab4a5b7 Content-Type: multipart/alternative; boundary="00000000000027f2ad061ab4a5b5" --00000000000027f2ad061ab4a5b5 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 see 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 hav= e > 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 expense= s > 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 th= e >> charges on Amazon or Instacart are in Canadian dollars making it very ha= rd >> 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. Coupa= 's >> Amazon doesn't work for us because we ship to 100 different addresses in >> any given month. Anotte =E2=80=93 Do you think any of this is tied to th= e >> 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 Canada >> with this issue because of the amount of orders. I know you need receipt= s >> for everything but could I send you full screen shots of the orders in >> Instacart and Amazon for your team to have rather than this process? Sor= ry >> Cheryl, buy for proper audit support we need to follow this process. >> >> >> >> Additionally, I am not able to submit multiple expense lines on one >> report. For some reason it kicks me out 

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