Troubleshoot credit cards and transactions

My credit card is not appearing in lists or dropdowns for selection.

If your credit card has expired, it does not appear in any dropdown lists. Update the expiration date to view and select your credit card in dropdown lists.

I need to fix an incorrect credit card transaction.

How you fix a credit card transaction depends on where the transaction originated. Learn more about fixing incorrect credit card transactions.

Why can't I edit a credit card transaction?

Common reasons include the following:

Reasons why a credit card transaction cannot be edited
Reason	Solution
Do not have the required permissions.	You need Cash Management permissions for Credit card transactions: Edit, Lists
The transaction is associated with a debit card.	You can only reverse transactions associated with debit cards and cannot edit them.
The transaction is included in a charge payoff.	You can only edit the Reference number, Payee, Description, and Attachment fields. To change the GL account or line item Memo fields, reclassify the transaction.
The transaction is included in a draft or declined expense report.	You can only edit the Reference number, Payee, Description, and Attachment fields. To edit other fields, remove the transaction from the expense report. You can do this by: deleting the line item deleting the expense report selecting Remove transaction in the Show details section of the expense report
The transaction is included in a submitted or approved expense report.	You can only edit the Reference number, Payee, Description, and Attachment fields. To edit other fields, remove the transaction from the expense report. You can do this by deleting or reversing the expense report.
The transaction is included in a paid expense report	This scenario can happen if there's an expense report that contains both a non-reimbursable credit card transaction and another reimbursable line item that has been reimbursed back to the employee. In this case, you can only edit the Reference number, Payee, Description, and Attachment fields of the credit card transaction. To edit other fields, void the expense report in the appropriate register, then reverse or delete the expense report.
The transaction is in a Partially paid or Paid state.	You can only edit the Reference number, Payee, Description, and Attachment fields. To edit other fields, reverse the charge payoff. To edit the GL account, reclassify the transaction. View the transaction to check the status.
The transaction is included in a closed reconciliation.	You can only edit the Reference number, Payee, Description, and Attachment fields. Reopen the reconciliation to make other changes or reclassify to change the GL account.

Why can't I delete a credit card transaction?

Common reasons include the following:

Reasons why a credit card transaction cannot be deleted
Reason	Solution
Do not have the required permissions.	You need Cash Management permissions for Credit card transactions: Delete, View, List.
The transaction is associated with a debit card.	You can only reverse the transactions associated with debit cards.
The transaction is included in a charge payoff.	You cannot delete the transaction because it's associated with an Accounts Payable AP supplier invoice.
The transaction is included in a draft or declined expense report.	Remove the transaction from the expense report. You can do this by deleting the line item, deleting the expense report, or selecting Remove transaction in the Show details section.
The transaction is included in a submitted or approved expense report.	Remove the transaction from the expense report. You can do this by deleting or reversing the expense report.
The transaction is included in a paid expense report in Time & Expenses.	Void the expense report in the appropriate register. Then, you can delete or reverse the expense report.
The transaction is in a Partially paid or Paid state.	Reverse the transaction. View the transaction to check the statue.
The transaction is matched for reconciliation.	Unmatch the transaction.
The transaction is included in a closed reconciliation.	Reopen the reconciliation and make changes.
The transaction is billable and included in a project invoice.	You cannot delete the transaction because it's associated with a project invoice.

Learn more about deleting and reversing credit card transactions.

Why can't I reclassify a credit card transaction?

When your accounting method is configured as either Cash only or Accrual and cash, a credit card transaction can only be reclassified when Cash Management is configured to post credit card transactions to the General Ledger after creation.

Why isn't there a Reverse link?

If you do not see a Reverse link, it might be due to the following reasons:

Reasons why a credit card transaction cannot be reversed
Reason	Solution
Do not have the required permissions.	You need Cash Management permissions for Credit card transactions: Reverse, View, List.
The transaction is only be available to delete.	Delete the transaction.
The transaction was incurred by paying an AP supplier invoice on the Pay AP supplier invoices page.	Reverse the payment in the Credit card register.
The transaction is associated with a debit card.	You can only reverse the transactions associated with debit cards.
The transaction is included in a charge payoff.	You cannot delete the transaction because it's associated with an Accounts Payable AP supplier invoice.
The transaction is included in an expense report.	Remove the transaction from the expense report. You can do this by deleting or reversing the expense report.
The transaction is included in a draft or declined expense report.	Remove the transaction from the expense report. You can do this by deleting the line item, deleting the expense report, or selecting Remove transaction in the Show details section.
The transaction is included in a submitted or approved expense report.	Remove the transaction from the expense report. You can do this by deleting or reversing the expense report.
The transaction is included in a paid expense report.	Void the expense report in the appropriate register. Then, delete or reverse the expense report.
The transaction is in a Partially paid or Paid state.	Reverse the transaction. View the transaction to check the statue.
The transaction is matched for reconciliation.	Unmatch the transaction.
The transaction is included in a closed reconciliation.	Reopen the reconciliation and make changes.

Learn more about reversing transactions.

How do I edit an AP supplier invoice created by a charge payoff?

AP supplier invoices created by a charge payoff cannot be edited. Instead, you can reverse the AP supplier invoice and create a new one.

Learn more about credit card transactions.