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Scenario
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Recommended Sage Construction Management Transaction
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Vendor or Misc. Expense Payee
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AccountingLink Export Type
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Employee purchases fuel for his truck using company credit card.
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Misc. Expense
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Credit Card Company (i.e. Citibank Visa, AMEX, Bank of America Mastercard)
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Credit Card
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Employee purchases reimbursable meals using credit card.
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Misc. Expense
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Credit Card Company (i.e. Citibank Visa, AMEX, Bank of America Mastercard)
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Credit Card
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Employee purchases numerous materials (i.e. studs, drywall, screws) from hardware
store using company credit card. These items need to be individually entered since
they reference different job cost codes.
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Bills (No PO)
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Credit Card Company (i.e. Citibank Visa, AMEX, Bank of America Mastercard)
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Credit Card
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Employee purchases numerous materials (i.e. studs, drywall, screws) from hardware
store using company debit card. These items need to be individually entered since
they reference different job cost codes.
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Bills (No PO)
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Supplier
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Check
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Employee purchases numerous materials (i.e. studs, drywall, screws) from hardware
store using cash. These items need to be individually entered since they reference
different job cost codes.
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Bills (No PO)
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Employee
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Bill (Preferred) or Check
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Employee purchases numerous materials (i.e. studs, drywall, screws) from hardware
store using cash. These items all pertain to the same job cost code and can be entered
in a lump sum amount.
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Bill or Misc. Expenses
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Employee
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Bill (Not applicable for Misc. Expenses) or Check
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Employee purchases reimbursable meals using his/her own cash.
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Misc. Expenses
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Employee
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Check
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Employee purchases hotel room charge with his/her own personal credit card.
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Misc. Expenses
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Employee
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Check
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Employee reimbursable Per Diem.
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Misc. Expenses
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Employee
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Check
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