- Update Purchase Orders or Expenses with the correct credit card information.
- Move items from one credit card to another
- Procurify web app
- User must have Credit Card Reconciliation permissions under "Accounts Payable" to walk through the steps below.
- 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.
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 dropdown and choose the correct credit card.
Finally, confirm your action by selecting the Move Items button next to it.