Automation of Credit Card to Reports

ironman_sav

Is there a way to have certain credit cards transaction automatically populate into a chosen report?

Jason Li

Hi @ironman_sav - welcome to the Community! You'll be able to set up Scheduled Submit within your Policy, which will result in all imported card transactions being automatically added to the most recent Open Report in Expensify.

Please feel free to check out this deep dive for more information!