Multiple Employees Linked To The Same Credit Card Account

Multiple Employees Linked To The Same Credit Card Account

Multiple Employees Linked To The Same Credit Card Account

To account for several employees with cards all linked to the same credit card account there are 2 options:

Option 1: Enterprises

If the Enterprises are not used in depth, the employees can be set up as separate enterprises
  1. Setup
  2. Enterprises
  3. Names menu option
  4. Add

Option 2: Sub-Account

Set up each employee as a sub-account of the credit card account. This option can be a little unwieldy, as there will now be a need to reconcile numerous employee credit card accounts, which added together equal the total balance of just one credit card statement 


Article ID 359