Import from Credit Card or Bank

SIGNAL2WAY
SIGNAL2WAY Expensify Customer Posts: 2 Expensify Newcomer

What happens to the transactions when you delete or replace an imported credit or debit card?


Chris

Answers

  • Rachael Hopkins
    Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team

    Hi @SIGNAL2WAY Welcome to the Expensify Community!

    That will depend on the status of the expenses. Reimbursed, Approved, Processing and Closed expenses will remain in your account (or the user's account if you are referring to someone else's card).

    Unreported and Open expenses will simply vanish from the account. If those expenses have receipt images, these will be dropped back into the user account separate from the card transactions, but they will need to be SmartScanned again, as all the details are removed with the card.

    So the best process before doing any kind of unassigning or removing a card is to check that all the expenses from it have been submitted and approved. You can do this by clicking 'View Expenses' and then filtering for Unreported, Open and Processing expenses.

    Let me know if I can help with anything further!

  • SIGNAL2WAY
    SIGNAL2WAY Expensify Customer Posts: 2 Expensify Newcomer

    why do the imported transactions for merchants etc. show in all capital letters

  • Rachael Hopkins
    Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team

    Hi @SIGNAL2WAY - they should show the same as on your credit card statement. Are they in all caps at that end?