Summary
This article explains the common causes and solutions for missing credit card transactions and receipts syncing issues in the 'Missing Info' tab on Adaptive. Following these steps can prevent duplication, deletion, or syncing errors when managing your cost tracking.
Common Causes of Missing Credit Card Transactions
Delayed Syncing: Transactions might not appear in the 'Missing Info' tab due to a delay between the credit card feed and Adaptive. Ensure that all linked credit cards are properly connected to prevent syncing interruptions. Allow some time for new transactions to populate.
Please note: Transactions with a pending status will not populate. The transaction must be fully posted.
Best Practices for Receipt Processing
Regularly reconcile the data between Adaptive and QuickBooks to maintain consistency.
Follow manual review processes to prevent errors when syncing or clearing receipts.
Steps to Troubleshoot Missing Credit Card Transactions
Verify that all your credit cards are correctly linked in Adaptive.
Wait for 1-3 business days for the transaction to appear.
Utilize the global search to search by vendor to find the transaction. We have steps on how to use this feature here: Using the Global Search feature.
If you’ve followed these steps and still encounter issues, contact [email protected] for further assistance.