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:
- On the left-hand side, select the Accounts Payable tab
- Select Reconciliation
- Select the credit card Account you would like to reconcile
- Select the Reconcile 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