All Collections
FAQ
FAQ - Accounting & Finance Teams
How to change Approved items from one credit card to another
How to change Approved items from one credit card to another
Updated over a week ago

Goal:

  • Update Purchase Orders or Expenses with the correct credit card information.

  • Move items from one credit card to another

Steps:

  1. Go to Accounts Payable โ†’ Reconciliation.

  2. Find and select the card to which the item(s) are currently added.

  3. Select the Move Items button.

  4. Using the checkboxes, select the items you need to move.

  5. Use the drop-down to select the correct credit card.

  6. Finally, confirm your action by selecting the Move Items button next to it.

Additional Information:

  • User must have Credit Card Reconciliation permissions to complete the steps listed

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