New Bank of America connection general question

ail0il0ail0il0 Posts: 3Expensify Customer Expensify Newcomer

Being as you will be completely removing the old Bank of America feed on 1/31, would it be best to use 1/31 or 2/1 as transaction state date when assigning cards to the new feed?

Answers

  • Ted PeetersTed Peeters Posts: 268Expensify Customer, Expensify Success Coach Expensify Success Coach

    Hi @ail0il0, the best option whenever you're reassigning cards is to run your Reconciliation Dashboard and check the latest date. Simply head to Settings > Domain Control > [Domain Name] > Company Cards and run the report until you find the last day that expenses have been Approved for.

    Then, assign the new card for the next date!

Sign In or Register to comment.