Thank you for supporting the Cloud Customer Connect Community in 2024. It's a gift to work with you!

Look back
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

Remove old corporate card transactions

in Expenses 1 comment

Summary:

We have a number of old corporate card transactions (centrally-settled programme) from pre-2023 which were never submitted by the employees and in lots of cases the employees have left the company.

Reponses on here for similar questions says we can use the 'Manage Historical Transactions' process if they haven't been submitted to an Expense report.

even those that haven't been added to an expense report by the employees still cannot be removed. We are seeing that if they have been picked up in the "Create Card Issuer Payment Requests" process (i.e. picked up in the invoices generated to settle the monthly card bill in the Corp Cards module), they cannot be removed.

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

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