- Remove credit card items that had been imported through a CSV.
- Clear a credit card item that was uploaded within Reconciliation.
The following steps outline how to delete unwanted Credit Card statements in Procurify.
- Select the ACCOUNTS PAYABLE tab on the left-hand side.
- Select RECONCILIATION
- Select the Credit Card Account you would like to reconcile.
- Select the CONTINUE RECONCILIATION blue button on the right-hand side.
- Select the [...] beside the credit card item you would like to remove.
- Select Remove Item from the drop-down that appears.