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How to archive credit card items within reconciliation
How to archive credit card items within reconciliation
Updated over 9 months ago

Goal:

  • How do I not include some items from reconciliation page?

  • How to delete Purchase Order(s) and/or Expense(s) from Reconciliation?

Steps:

  1. Go to Accounts PayableReconciliation.

  2. Find and select the credit card you need to work on.

  3. Select the

    options.png

    button beside the item you want to archive and choose Archive.

  4. You'll see the list of all the archived credit card items in the Archived Credit Card Items tab on the same page.

Additional Information:

  • Users must have Credit Card Reconciliation permission under Accounts Payable to archive items.

  • Archiving items within Reconciliation will remove them from the Accounts Payable process, but the Budget linked to the items will still be affected.

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