Infotek addressed Zeiders Enterprises compliance needs by providing them with a way to safely and efficiently transfer Visa payment card transaction files directly into Costpoint using ccImport.
Founded in 1984, Zeiders Enterprises, Inc. is a veteran-owned government contractor providing proven solutions in human services and program management to support Military and Veteran communities across the globe. The Zeiders team of over 800 employees is over 60% military affiliated, 30% Military spouses and 25% Veterans.
Zeiders Enterprises was using credit card batch import into Expense as their on premise solution. Once they converted to Costpoint SaaS, the credit card imports had to be in generic format so Payment Card Industry Data Security Standard (PCI DSS) could be met.
Infotek’s ccImport is a utility to create Generic format file that Deltek Cloud requires to import Amex and Visa transactions. The utility converts Amex files in the KR 1025 and Visa VCF 4.0 formats respectively to the Deltek Expense Generic CSV format. Files generated by ccImport can be imported into Deltek Expense using the Batch Expense Import process.
- The company was able to automate Reconciliation, with the system keeping an up-to-date balance of outstanding expenses
- Improvement in employee ease of use as employees are given a list of expenses to claim when they fill out their expense reports
- Zeiders Enterprises has greater control, as for any batch expense item loaded on an expense report, the system will not allow certain things, such as amounts, to be changed
- Realized faster expense processing due to employee notification of outstanding expenses
“This tool has solved the issues we had with Visa and it works well. Without the tool, we would not be able to import the detailed credit card transactions.”