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Question

Corporate Credit Card

  • August 4, 2023
  • 4 replies
  • 153 views
J
Freshman II

How to remove employee credit cards from the bank feed? We have several credit cards that have been disabled and do not have transactions for at least 45 days because employee no longer works for us. Our bank does not have it listed as an account either because as soon as employee leaves the company, we disable and delete that corporate card. Thanks in advance. 

robk20
iqraharrison

4 replies

iqraharrison
Captain II
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  • iqraharrison
  • Captain II
  • August 4, 2023

@jpalyan1981 hi! have you deactivated the corporate card in acumatica or removed the employee from the card?

 

Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
Chris Hackett
J
Freshman II
  • jpalyan1981
  • Author
  • Freshman II
  • August 4, 2023

thank you for your reply @iqraharrison48 I did after I read response and after saving the deactivation, I checked bank feeds and retrieved bank feed transactions but still can see the credit card listed on the Bank Feed Cash Accounts tab. So not sure why its still showing.  

Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • August 29, 2023

Hi @jpalyan1981 were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
J
Freshman II
  • jpalyan1981
  • Author
  • Freshman II
  • August 30, 2023

Hi @Chris Hackett unfortunately not yet. Our implementation partner escalated the issue and so we are waiting to hear from them.

Chris Hackett
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