Transaction import from Wells Fargo paused. Please visit our status page for more details and to subscribe to updates.
AMEX - Please add an option to import debits and credits separately
It appears when a employee does not have an open report, the concierge will open a report automatically when a payment transaction occurs on their linked AMEX account.
My request is to have this be an option in managing linked accounts. We do not track AMEX payments, only expenses.
The issue for us is having these open reports hanging open until the employee deletes the report he did not open.
I suggest a checkbox option that asks if we would like to import credits and/or debits. Right now, it is all or nothing. The housekeeping is tedious.