We use bank feeds to create expense receipts for our corporate cards. It worked just fine for a while but lately I keep getting the message “Error: Another process has added the 'CABankTranMatch' record. Your changes will be lost.” every couple of weeks when trying to run the Retrieve Bank Feeds process. Is this something that others have encountered? How can it be fixed?
The first time the error appeared I had to disconnect and delete the entire bank feed and reconnect (downloaded duplicate transactions because I wasn’t quite sure when it stopped importing) before it would work again.
The second and third times, I was able to delete the individual card users, save, then re-add them (tedious, but not impossible with 40ish corporate cards) and the import worked. I’m hoping this works again this fourth time.
The bank feed uses Plaid to import our AmEx charges.