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  1. FAQ - Accounting & Finance Teams
  • December 22, 2022 21:42
  • Updated

How to change Approved items from one credit card to another

Goal:

  • Update Purchase Orders or Expenses with the correct credit card information.
  • Move items from one credit card to another

 

Steps:

  1. Go to Accounts Payable → Reconciliation. 

  2. Find and select the card that the item(s) are currently added to. 

  3. Select the Move Items button. 

  4. Tick the box(es) for the items you need to move. 

  5. At the bottom, select the drop-down and choose the correct credit card. 

  6. 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 
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