Bank feed - Replacement Credit Card

Jflynn

Hi

 

Recently one of our corporate credit cards was cancelled and re-issued.

 

I was hoping to be able to assign this credit card to the same Associated Account as the cancelled card, as it relates to the same person.

 

Is this possible or will I need to create another associated account?

 

Thank you in advance

Melisa_D

Hi @Jflynn, 

 

Thank you for your post. After speaking with the Bank Feeds team they have advised that you will need to create a new Account in your Accounts list to associate the Bank Feed to. 

 

Help article customise your accounts list has instructions on how to do this.