PivotEQ | Activation
Preparation for your PivotEQ Activation
Reconciling credit card spend is time-consuming and burdened with manual tasks. Every unsubmitted expense report can add hours to the process and when it’s time to pay the credit card bill, you can no longer wait, purchases must be settled and accounted for.
The Reality of Manual Credit Card Reconciliation
1 Send Pivot your most recent credit card statement
2 View the videos for the information we’ll need during the Activation call.
Having this information handy will speed up our Activation call.
1 Send Pivot a Credit Card Statement
Why? The Pivot Activation team needs to map PivotEQ to your credit card statement fields. This is a one-time process and needs to be done prior to your PivotEQ Activation call.
PivotEQ Configuration Video – Card Program
