Hello,
I have managed to import credit card transactions for expense management, in this example only one line. However, when I navigate to Enterprise Portal and create a new expense line, as you can see from the example, I cannot choose any of the expense categories which are currently set up. We have around 30 expense categories setup here and I would have expected the user to be able to select from the drop down of all categories.
Is there a piece of setup I might have missed here which could be causing this?
any advice would be greatly appreciated on this as I feel like I'm so close to getting this process to work.
Regards,
Bruce