Credit Card Receipt Tracking

  • Vance & Associates, CPA, P.C.

If you permit your team to possess company credit cards it is important to make sure that all activity is properly documented and coded. We recommend using a service such as Expensify to ensure that all receipts are accounted for its corresponding activity. This software provides a strong platform for management approvals if required as well as an ability for the user to select from a list of accounts so that the activity is properly coded. If you choose to have us handle this aspect of the finances, your team would be responsible for sending all reports to us for approval. We would ensure that everything is accounted for and coded. If requested, we would send reports up to another member of your internal team for final approval once everything is properly accounted for within the system.



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