better approach to new feeds that require deletion of old feeds before reports get submitted

Ronen

Should be able to pull the data from the old feed till the cutoff date and stop pulling from that on the date of the new feed starting and then only, pull from the new feed and have a feed assess potential duplicative charges for date, time, amount, vendor, report and realize that it’s a duplicate and either offer up a choice to the consumer:

Check each one or accept All recommendations with the ability to edit the limited errors a good platform should have.

That’s a product.

Sophie_Pinto

Hi @Ronen, thanks for giving us your thoughts! I just wanted to check that you know about the ability to set the Transaction Start Date when you go to assign a new card? You can set the date

Alternatively, it's best that you also reach out to your bank to confirm the dates of when feeds should stop/start, as this is something we cannot control on our end.

Hope that helps, let me know if you have any other questions, or if I've misunderstood!

Ronen

Issue is going to be duplicative feeds from citibank once the new feed comes into play august 30. I have annual expense reports that are easiest to analyze on a 12 months basis for trend lines and totals. It will be suboptimal to close it up and start a new one for 25 reports.....

Nicole Trepanier

@Ronen I may not be understanding but wouldn't it work to just remove the original feed on a specific date and add the new one with the same start date? That should make the switch seamless with a minimal risk of duplicates.

Ronen

i Was under the impression that the new feed only started on 8/30, with no historical data and the old feed upon deletion would eliminate historical data in un-submitted reports.

Nicole Trepanier

@Ronen While the old one will delete any unsubmitted transactions, you can submit your report, delete the feed, then retract the report. Would that work for you?

Ronen

not really per my original posting I have 25 annual reports that need to tabulate for the full year

so closing the reports do not work for me.