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Expense Management : Bank Feeds (Corporate CCS)

  • 17 September 2022
  • 2 replies
  • 314 views

Hello Team,

 

We are trying to link a credit card to an employee, but we are getting an error on this page :

 

Banking > BankFeeds (CorporateCCS)

 

So we clicked on “Assign Delegates”, but now getting this error

 

 

Things we have done

  • Added the user to the credit card : Banking > Corporate Cards
  • Added Delegates for the user
  • Made sure that there is a linked user account to the employee

 

Does anyone know what is causing this error?

 

Thank you,

2 replies

Kandy Beatty
Rank
Userlevel 7
Badge +16

HI @jvaliente51 

Here is a video that might help:

https://acumatica.wistia.com/medias/pibm40jybi

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Laura02
Rank
Badge +18

One thing to check:  Is Acumatica asking you to connect the Admin user to an employee account?

 

Laura ~ Klear Systems, Inc. Irvine, CA. ~

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