Expense Claims & Credit Cards
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    Expense Claims & Credit Cards

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    Article summary

    EXPENSE CLAIMS AND CREDIT CARDS

    Create an address book record for the credit card supplier

    Create a credit card account for the address book record

    When an expense claim is created, select the credit card as the “pay to” when used for the expense

    In the examples below two expense claims are created for 2 different employees using the credit card as the pay to option.

    Bank reconciliation - when bank file is downloaded this shows the 2 expenses

    The two expense claim transactions are matched in the downloaded bank rec file

    The completed bank reconciliation

    The two expense claims have been marked as paid

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