Goal:
- How do I not include some items from reconciliation page?
- How to delete Purchase Order(s) and/or Expense(s) from Reconciliation?
Where:
- Procurify web app
Tips!
- User must have Credit Card Reconciliation permission under Accounts Payable to archive items.
- Archiving items within Reconciliation will remove them from the Accounts Payable process, but the Budget linked to the items will still be affected.
- If you’re looking for more information on this topic, head over to the Procurify Community to learn more. If you’re experiencing a technical issue, please reach out to our Support Team for assistance.
Steps:
-
Go to Accounts Payable > Reconciliation.
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Find and select the credit card you need to work on.
-
Select the
button beside the item you want to archive and choose Archive.
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You'll see the list of all the archived credit card items in the Archived Credit Card Items tab within the same page.
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