Goal:
- Change/update the credit card selected for an item within the approved Expense Request.
- Adjust the credit card that was chosen for an already approved Expense Report.
Steps:
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Navigate to Accounts Payable → Reconciliation.
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Select the current credit card the Expense item has been linked to.
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Find the Expense Request item.
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Select the Move Items button above the right-hand side of the list.
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Check the box beside the Expense Request item(s) you are linking to another credit card.
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Select the correct credit card from the list of options shown at the bottom of the screen, and confirm the change by selecting the Move Items button.
Additional Information:
- The following steps can only be done if the Expense items requiring change are not on a Pending or Approved Bill. If the items are within a Pending Bill then the changes can be made from within the Bill, prior to its Approval.
- Only users with the permissions and access to Accounts Payable → Reconciliation will be able to perform the steps listed.