The credit card import template is a bit confusing with how it should be used. Column F in the template "Vendor" maps to "Location" in the Edit Expense Item form. Column B in the template "TransDescription" maps to "Description" in the Edit Expense Item form. "Description" in the Edit Expense Item form is displayed as "Item Description" in the Items Pending Submission Grid & Expense Approval Grid. These labels should match throughout the system.
Secondly can we get Vendor/Location added to the Grids. With Vendor/Location not appearing in the grids, it forces us to put the vendor name from the card's transaction into the Item Description field so it can be seen on grids.
Jason Warmby
| Company | Hathaway Dinwiddie Construction |
| Job Title / Role | Director of IT |
| I need it... | 3 months |
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Jason,
I need some help, and I wonder if you've found a solution. Please see my related suggestion: https://keystyle.ideas.aha.io/ideas/KDS-I-645
Basically, have you found a way to preserve the credit card import description/notes (to be carried into Vista) after you have linked a credit card transaction with an existing "Expense"?
Please help!