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Adding Project to a Credit Card Charge from Match Bank Data Screen Pop Up

edited Oct 23, 2025 2:52PM in Ask A Guru 5 comments

When creating a credit card charge from a bank transaction on the match bank data page, is it possible to tag a project record on the credit card charge? I don't see a project field on the pop up form when booking a credit card charge. The Project/Customer field on records is not a custom field and I don't see a way to add it to the pop up when creating a credit card charge directly from a bank transaction. Is this possible to do?

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