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Issue in External File assistant

  • February 13, 2024
  • 4 replies
  • 148 views
Dharshankumaar Mahendran
Superhero (Partner)
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Hi Experts,

I have setup the External file template with the necessary to conditions to upload credit card transactions. When I upload the transaction it gets successfully uploaded without any errors and External file load information indicating the transactions are transferred but no transactions are shown in the Credit card transactions window.


Please let me know whether I have missed anything here.

Best answer by Dharshankumaar Mahendran

Hi @AddKarolA 

I found out the reason behind the issue. It was a naming conversion which was causing the issue. Issue resolved

Linkedin - https://www.linkedin.com/in/dharshankumaarmahendran/

4 replies

Dharshankumaar Mahendran
Superhero (Partner)
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Hi @Tomas Ruderfelt - Any suggestions on this

 

Linkedin - https://www.linkedin.com/in/dharshankumaarmahendran/
A
Hero (Partner)
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  • AddKarolA
  • Hero (Partner)
  • February 15, 2024

Hi,

If you set the Credit Card Type to Reimbursable only the employee can see the transaction:

 

Regards,

Karolina

Dharshankumaar Mahendran
Superhero (Partner)
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Hi @AddKarolA ,

 

Thank you for the message. The company given credit cards are going to be non re imburasable. I have seen that the employees can add their transactions to expense sheet even if it is non reimbursable before. I changed it to reimbursable as you suggested but still no luck.

Linkedin - https://www.linkedin.com/in/dharshankumaarmahendran/
Dharshankumaar Mahendran
Superhero (Partner)
Forum|alt.badge.img+16

Hi @AddKarolA 

I found out the reason behind the issue. It was a naming conversion which was causing the issue. Issue resolved

Linkedin - https://www.linkedin.com/in/dharshankumaarmahendran/
A
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