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Manage Bank Accounts - Expenses - Add New/Inactivate Old — Cloud Customer Connect
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Manage Bank Accounts - Expenses - Add New/Inactivate Old

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Summary:

Manage Bank Accounts - Expenses - Add New/Inactivate Old - Issues unchecking the active box

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We allow employees to update their own bank account information within the Expense module. Often times when adding a new account, they have issues with unchecking the active box on the old account. We advise them to toggle the primary button between the accounts and sometimes this seems to resolve the issue but also can take several tries, logging out and back in, etc. Have you encountered this issue? What suggestions do you provide your employees?

Version (include the version you are using, if applicable):

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