Wells Fargo New and Upgraded
Options
mgarbesi
Expensify Customer Posts: 3 Expensify Newcomer
@Stevie LaFortune I have successfully set up new bank feed for corporate credit cards and have assigned cards to employees. I used 11/30/2019 as the transaction start date and have updated cards to January 22, 2020. All of December 2019 transactions are not appearing.
Tagged:
Answers
-
Cheryl Walsh Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 104 Expensify TeamOptionsHi @mgarbesi! Wells Fargo request that Expensify import a maximum of 30 days of transactions from the day the card is imported. If December is missing I suggest you import the transactions from December using a CSV file. If you have any other questions feel free to reach out to concierge@expensify.com who will be able to take a closer look! Thanks so much for reaching out to our community! -
NOWHERE is this range of 30 days stated. Please show me this.
-
@mgarbesi All banks are different in the amount of data they supply when the connection is first established. It ranges from 30 to 90 days, Wells Fargo happens to supply 30 days worth of expenses.
