You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Corporate Card Process Questions

edited Jul 15, 2020 4:57PM in Expenses 2 comments

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"?

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!