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Transactions imported from a card that has not been used for imports before will initially be unattached. They must be attached to a claimant before they can be processed. To rectify this:
- Right-click one of the unattached transactions, or left-click the transaction and click the menu icon
, then click Modify Credit Card. Alternatively, open the Credit Cards tab, then right-click the new credit card, or left-click the card and click the menu icon , then click Modify Credit Card. This opens the Credit Card Details screen.
- Select a claimant you wish to attach to the card from the Claimant Name drop-down list. If necessary, you can also edit the payment method of the card in the window.
- Click
to save. All transactions made under that card will now be attached to the claimant you selected.