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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



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.

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card transactions default template

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