we have to reimburse employees for business spends and we are using Spend Money but when we setup the payment with the employee name it creates a new employee in our payroll which we have to delete? can you advise what we are doing incorrectly?
Hi meldon
Like other windows, if you are needing to select a card to be associated with a transaction you would select that from the Card selection list on the window.
If the card does already exist in the file selecting that would be the recommendation - using the mouse to click on the card name would be select it. Alternatively, use the arrow keys on the keyboard and then Use Card from that list would select it. Only if the card is not listed should you be selecting the New... (or Easy Add) option.
Ensure that you are selecting the appropriate card already listed will avoid a new card being created for the same contact record.
Hi Steve
yes we select "employee" as the card & this brings up the "self onboarding" request which we skip but as it does not bring up the exsisting employee card with details, it creates a new employee with the same name. we cannot get it to select existing employee ? when we try to delete this extra card it advises that "we cannot delete a card with a journal". we do not want duplicated employee cards in our payroll. is there any other way to reimburse for expenses?
Hi meldon
If we go back a step if you are in the Spend Money what process are you using to select the card for the transaction?
The reason for that is that if there is a card already in the company file for that employee you just want to select that card from the card list on that Spend Money window. You wouldn't need to create a new card, which sounds like you are doing.
