Creating credit cards with sub-accounts for employee cards?
I'm trying to figure out how to go about reconciling our credit card accounts in Zoho Books since each credit card pulls into its own account, rather than employee cards pulling into a sub-account of the primary card.
Ideally, I'd like to be able to setup our credit cards in either of the following ways:
Option 1
- Primary Card
- Employee Card #1
- Employee Card #2
Option 2
- Credit Card Name i.e. American Express Gold Card
- Primary Card
- Employee Card #1
- Employee Card #2
There are a few reasons I'd like to be able to setup our accounts this way:
- This is how we had it setup in QuickBooks - this seems to be one area where QBO has Zoho Books beat.
- We only get 1 statement, so reconciling the Primary Card also includes the sub-accounts/employ. All employee card purchases are shown on the primary card statement
If this is not an option and there is no plan to allow credit card sub accounts in Zoho Books - how is everyone currently reconciling credit card statements that include employee cards and purchases?
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