Accounting Automation

Under BlueBean’s accounting automation menu, card administrators and their accounting partners can configure what they wish to collect for each of the expense transactions, how they wish transactions to be reconciled and how they would like to automatically remind employees for their inputs.

There are five areas to configure in order to automate the reconciliation of expense transactions coming from issued cards:

• Import: this is where you can import your chart of accounts, cost objects and employees

• Prepare: this is where you limit the accounts, objects and employees you wish your users to have access to

• Map: here you set rules to automate how card transactions flow into your accounts.

• Split: here you set itemization alerts for your users

• Sync settings: here you establish expense rules that will govern each transaction