what settings so credit card charges go to one policy and reimbursements to another?
Here is what I want:
Policy A for Credit Cards: only transactions from the credit card import/sync (domain) are automatically added to a report with Policy A. Transactions that are not credit card charges do not go on a report with this policy.
Policy B for Reimbursements: all other transactions are automatically added to a report with Policy B. No credit card transactions go on a report with this policy.
What combination of settings will get me this outcome?
What I have:
Policy A is currently set up as the preferred policy for the credit card domain and the credit card users group. So all the credit card charges are successfully going to reports with this policy.
However, all other transactions are also getting added by concierge to autocreated reports with Policy A, and this is also happening when people create reports themselves. So every reimbursement request is coming through on the wrong policy. Users do not see the policy, especially now that it is hidden away under details.
Please help, chat is not helping. Thanks