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Deleting Unused Credit Card items

You can delete unused credit card items from the Credit Card Import Detail task widget or in the Bank Register. This option is available for any credit card items that have not been associated with a bank entry or expense report.

To delete unused credit card items from the Credit Card Import Detail task widget

  1. If needed, add the task widgets to your dashboard.
  2. Click Delete in the column of the item you want to delete.
  3. Confirm you want to delete the item.

To delete unused credit card items from the Bank Register

  1. From the > Manage menu, click Bank Register.
  2. In the Import column, click the to open the Credit Card Import List and select an imported credit card item.

If the item has not been associated with a bank entry or expense report row, the item can be deleted.

  1. Click Delete to delete the imported item.

 

 

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