If the charges on the card that was assigned to the wrong user id have not been applied into an expense report, then client should be ok. If the transactions have been applied, delete them from the expense report.
- Move the loaded transactions from the incorrect user to the correct user:
- Log in as an Admin and then go to Utilities > Credit Card Setup > Credit Card Routing
- Search for the transactions by using the employee ID the card is currently/incorrectly assigned to and the last 4 of the card number (with a * in front. e.g. "*1234")
- Select the transactions and select Action > Credit Card Routing
- Select the correct employee from the list and enter any additional notes/send an email notification (optional)
- Re-assign the card number to the correct employee
- Go to Organization > Employee
- Search for the user the card is currently assigned to
- Select the user's Credit Card Tab
- Select the card number to move
- Click the Move button
- Select the correct employee
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