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Patricia2021
Occasional Member - Level 1

Overdue Credit Card transactions

Hi, As an administrator, I have a card user getting notifications as follows

'The following credit card transactions are overdue. Submit them on an expense report as soon as possible.'

The transactions relate to airfares that were booked then refunded resulting in a zero balance.

Can I clear these transactions or does the card holder need to do something to clear them.  

Thank you for any assistance.

2 Solutions
Solution
crystalreports
Routine Member - Level 1

We still have our cardholders add them to an expense report.

View solution in original post

Solution
carmel_rochon
Routine Member - Level 1

We also have cardholders submit net-zero transactions on their expense reports, just so we have a paper trail of our cashflow. 

 

I don't know of an easy way to delete credit card transactions from your available expenses, so it might just be easier for the cardholder to submit them on a report. 

View solution in original post

2 REPLIES 2
Solution
crystalreports
Routine Member - Level 1

We still have our cardholders add them to an expense report.

Solution
carmel_rochon
Routine Member - Level 1

We also have cardholders submit net-zero transactions on their expense reports, just so we have a paper trail of our cashflow. 

 

I don't know of an easy way to delete credit card transactions from your available expenses, so it might just be easier for the cardholder to submit them on a report.