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Do you need a default template for card expenses — Cloud Customer Connect
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Do you need a default template for card expenses

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Summary:

When we import card transactions all of the items come in as Dinner as the default type. This causes issues with our cardholder. Many dont select a different template but just leave it as is. This is not correct. I tried to remove the default template but then no card transactions would import. I had to add the default back for the card transactions to load.

Content (required):

expenses

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


Code Snippet (add any code snippets that support your topic, if applicable):

card transactions default template

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