Forum Discussion

DonnaF71's avatar
DonnaF71
Member
4 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
    4 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