“We are getting a new credit card provider. What steps need to take be taken to have the bank feed into Gorilla Expense?”
We will have to set up the delivery of the daily file feed into Gorilla Expense from your corporate card provider. In order to do so there is a $500 flat fee for the set up as it takes a few hours of our time. Following are the steps you need to follow
1) Approve the processing fee of $500.
2) If you have a MasterCard program, contact your bank and ask them to set up a CDF file delivery to Gorilla Expense. For AMEX, the process is the same, but the file type is GL1025 and for Visa, the file is called VCF 4.0.
3) The Bank representatives will ask you to fill in some paperwork that will authorize them to send the files to us.
4) The Bank representatives will get in touch with our team which is responsible for setting up the file delivery. This could take an average of 2-3 weeks of time to set up at the providers end.
5) Once they start sending the file we will need a day to two to do the setup at our end.
6) This will include setting up the credit card profiles in Gorilla Expense for which you need to provide us with a mapping of credit cards with the corresponding users . In order to do so, an excel template will be provided to you where the details can be filled and sent to us.
7) Once the above is done, the users should start seeing their transactions imported on a daily basis.
2) If you have a MasterCard program, contact your bank and ask them to set up a CDF file delivery to Gorilla Expense. For AMEX, the process is the same, but the file type is GL1025 and for Visa, the file is called VCF 4.0.
3) The Bank representatives will ask you to fill in some paperwork that will authorize them to send the files to us.
4) The Bank representatives will get in touch with our team which is responsible for setting up the file delivery. This could take an average of 2-3 weeks of time to set up at the providers end.
5) Once they start sending the file we will need a day to two to do the setup at our end.
6) This will include setting up the credit card profiles in Gorilla Expense for which you need to provide us with a mapping of credit cards with the corresponding users . In order to do so, an excel template will be provided to you where the details can be filled and sent to us.
7) Once the above is done, the users should start seeing their transactions imported on a daily basis.