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Manually linking credit card receipts to statement transactions should default to the statement's transaction date.

When you are reconciling your cc receipts with the credit card statement import and you manually link a statement transaction to a receipt, it uses the transaction date from the user's entry vs the credit card statement. It should be using the transaction date from the credit card statement import.

  • Ryan Miskoski
  • Apr 22 2020
Company Dave Jones, Inc.
Job Title / Role IT Specialist
I need it... 1 month
  • Attach files
  • Bob Williams commented
    April 13, 2022 19:15

    If you click the link at the top to match the transaction to the imported cc transactions, it should reset the transaction date to the date on the import.

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