How do you link credit card transactions to the em...
# generalj
Jacob Sapecky
12/02/2025, 2:54 PMHow do you link credit card transactions to the employee? Currently we enter the employee's name as the reference # and Vendor as the vendor. Is there a better way?
c
Castor
12/02/2025, 4:18 PMAre you using the name field, like on a journal entry?
j
Jacob Sapecky
12/02/2025, 8:23 PMI checked the form settings, I don't see a Name field at the line level. In a saved search, "Name" pulls the vendor field.
Jacob Sapecky
12/02/2025, 8:25 PMThe ask is to produce a report with both expense reports & credit card transactions related to an employee. However, the 2 transactions use different fields. I can produce this with complex formulas, but also interested in hearing if their is a correct way to associate credit card transactions to the employee - or a different way to pull a report with both expense reports & credit card transactions for an employee.
c
Castor
12/02/2025, 8:35 PMDo you have a screencap of what you see?
Castor
12/02/2025, 8:35 PMIn my history, we had to use formulas to combine bills/journal entries to get a singular name reference because of how main line works between the two transactions.
Castor
12/02/2025, 8:36 PMLikely it's the same here..
case when null then (other tx name field) else name
m
MGBC
12/03/2025, 4:05 PMEnter an expense report for the employee but mark the expense as using the corporate card which is the credit card account
👀 1
j
Jacob Sapecky
12/05/2025, 6:57 PM@MGBC This might be the way... Curious, what would credit card transactions be used for then? Expenses on a credit card not directly tied to an employee?
m
MGBC
12/05/2025, 9:37 PMYes when you pay for an expense to a vendor via credit card
Honestly I don't love the CC transaction it doesn't follow the normal flow most people prefer that puts all transactions into A/P then you enter a payment that aligns with paying the CC bill
5 Views