In RedTeam, Employees can submit Expenses (overhead and project-related) via the web application and the RedTeam Flex Mobile app.
When Employees submit these Expenses, they can indicate how the Expense was paid for, either by the employee (out of pocket, reimbursable) or with a company credit card. In order to relate an Expense to a company credit card, the card(s) must first be set up in the Configuration menu, then assigned to the Employee on their Profile.
Add a new Company Credit Card
The first step in the process of managing Expenses with company credit cards is to enter all of the cards into RedTeam. From the Configuration menu, you can enter all cards used by Employees for all of the various accounts the company has.
Once credit cards have been entered in the Configuration menu, they can be assigned to Employees.
Steps:
From the Configuration section, click "Company Credit Cards" (under the heading: Accounting)
Click the New (+) icon
Enter a description for the card (ex. card type + last 4 digits on card)
If you are using the QuickBooks Online connection for Accounting, select the credit card account from QuickBooks Online to link the card
If you are not using the QuickBooks Online connection, select a bank account
Click "Save"