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Corporate Card Process Questions

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edited Jul 15, 2020 4:57PM in Expenses 1 comment

Summary

Search screen defaults reviewing loaded transactions &

Content

Hello:  We are testing the Credit Card Uploads, and I have couple questions I'm hoping someone can help.

1) When trying to review the uploaded transactions and the Manage Corporate Card Search screen come up, it defaults to "account type - Employee Card".  We (for whatever reason) have to select the "blank" for the transactions to show up.  I have tried to leave the blank there and save a new search, but it saves the process ID as well, which changes each upload.  Is there any way to have it default to the current process ID but with a blank in "account type"?

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