Forum Discussion

DonnaF71's avatar
DonnaF71
Member
11 months ago

Credit Card Expenses Report

Hi Brains Trust.  The business has multiple employees who all have individual company credit cards to use with set limits. There is only 1 Visa account with 15 cards.

What report could I customise to set up and run monthly to track each indiviuals expenses. Ideally I would like to be able to run a single report which shows all purchases broken down in to indivual jobs.

Each employee with a CC has their own indivual job number within MYOB as well as all company vehicles which the employees will purchase items for such as Fuel & R&M expenses.

 

1 Reply

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    11 months ago

    Hey DonnaF71,

     

    That’s a cracker of a setup you’ve got with the credit cards! While there’s not a ready-made report in MYOB that’ll show every employee’s credit card expenses in one hit, you’ll be pleased to know the Job reports come pretty close. If you run a Job report each month, you can track all your expenses against each employee or vehicle’s job number, so you’ll spot where every dollar’s gone. 

     

    Cheers,

    Doreen