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[Raheel Rao]

Has anyone found a way to delete imported credit card transactions in expense management? While testing I see it could happen that we may need to delete an incorrectly imported transaction due to formatting issue in the bank’s file.
Please let me know how you are handling it.

Regards,
Raheel

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Raheel Rao
Solution Architect
Hickory Farms
IL
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[Kerstin Newman]

Hi Raheel,
There is currently no way to delete imported transactions. There are several ideas in the ideas forum (i.e. https://experience.dynamics.com/ideas/idea/?ideaid=a6467925-c61f-e911-9462-0003ff68d113) that you can support.
We currently let them “float” but we did discuss assigning them to a bogus expense category and never post that specific report, just so they don’t show up as “unattached” but there is no good solution for it right now.
If anyone has one – I will be all ears 🙂

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Kerstin Newman
Business Analyst
StarTech.com
London ON
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[Raheel Rao]

Thanks Kerstin – I think we can do that for now but soon will need a permanent solution to this as transactions will eventually make too much noise.
Lets hope something gets build to handle this scenario.

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Raheel Rao
Solution Architect
Hickory Farms
IL
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