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