Goal:
- Remove credit card items that had been imported through a CSV.
- Clear a credit card item that was uploaded within Reconciliation.
Where:
- Procurify web app
Tips!
- If you run into any problems when completing the steps below, please don't hesitate to reach out to our support team. We're here to help!
Steps:
-
Ensure you are within the active reconciliation.
-
Select the [...] beside the credit card item you would like to remove.
-
Select Remove Item from the drop-down that appears.
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