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  1. Credit Card Reconciliation
  • December 22, 2022 21:41
  • Updated

How to delete credit card statement items in Procurify

Goal:

  • 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. 


Steps:

  1. On the left-hand side, select the Accounts Payable tab
  2. Select Reconciliation
  3. Select the credit card Account you would like to reconcile
  4. Select the Reconcile button on the right-hand side
  5. Select the [...] beside the credit card item you would like to remove
  6. Select Remove Item from the drop-down that appears
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