I have a question regarding the process of uploading credit card transactions. When adding each list, it is essential to specify which line it refers to. For instance, when we include unattached expenses from the expense report, I need to clearly identify the corresponding line. This clarification is crucial because we have numerous lines, and users might get confused.
In the credit card transactions import files, there is a column called Business Name. This column is mapped to the Merchant Name in the expense lines, allowing us to view the description when attaching documents to the expense report.
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