Why is my Amex or <GENERIC CREDIT CARD> file importing successfully, but the amounts are showing up as "Unassociated" under Admin > Imported Expenses?
The credit card number in the import file needs to exactly match the credit card number in the person's record under People > List > edit pencil icon > Credit Cards.
- In the import file, ensure that a person record exists which contains a referenced credit card.
- In Unanet, ensure the person's existing credit card number in their record under People > List > edit pencil icon > Credit Cards matches the credit card number listed in the import file.
Note: Some Amex KR1025 files actually mask the credit card number, like this: XXXXXXXXXXXX1002. If that is the case, then you should make the person's credit card number in Unanet match this mask.