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?


  • 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!

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