Keeping track of employee expenses

Accounting
1

Hi

What is the best way to assign different expenses to different individuals? I want to be able to look at all of my expenses but I have to look individually through everyones expenses and I can’t tell it is it might or my partners.

Any ideas?

thanks,
james

2

How are you currently inputting expenses? Are you scanning and sending to the Receipt Hub?

3

Hi Glenn,

My partner is and I’m not.

Thanks,
James

4

Before scanning the paper receipt you could ask your employee to initial it. When in the Receipt Hub you can then prefix the initials in the item description when creating the invoice record in QuickFile.

From the Purchase Management screen you can then search with the initial prefix as follows.

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This will show all invoices with those prefixed initials.

There may be other solutions but this was the first one that springs to mind.