- Update Purchase Orders or Expenses with the correct credit card information.
- Move items from one credit card to another
Go to Accounts Payable → Reconciliation.
Find and select the card that the item(s) are currently added to.
Select the Move Items button.
Tick the box(es) for the items you need to move.
At the bottom, select the drop-down and choose the correct credit card.
Finally, confirm your action by selecting the Move Items button next to it.
- User must have Credit Card Reconciliation permissions under Accounts Payable to walk through the steps below.