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paid back",[187,217,218,223,226],{},[205,219,220],{},[208,221,222],{},"Company Card",[205,224,225],{},"Employee uses a company-issued card; no reimbursement needed",[205,227,228],{},"No — expense is tracked for reconciliation",[177,230,231],{},"Company card expense reports follow the same structure as reimbursement reports (line items, per diems, mileage) but are used to record and reconcile spending on corporate cards rather than to process a payment to the employee.",[233,234],"hr",{},[172,236,238],{"id":237},"enabling-company-card-expenses","Enabling Company Card Expenses",[177,240,241],{},"Company card support is disabled by default. An Administrator or Executive must enable it before employees can create company card reports.",[243,244,245,253,259,266,269,272],"ol",{},[246,247,248,249,252],"li",{},"Go to ",[208,250,251],{},"Settings > Expenses",".",[246,254,255,256,258],{},"Scroll to the ",[208,257,222],{}," section.",[246,260,261,262,265],{},"Toggle ",[208,263,264],{},"Enable Company Card"," on.",[246,267,268],{},"Choose which roles are allowed to create company card reports.",[246,270,271],{},"Decide whether company card reports require approval (see below).",[246,273,274],{},"Save your changes.",[276,277,279],"callout",{"color":278,"icon":160},"amber",[177,280,281,282,285,286,289],{},"By default, only ",[208,283,284],{},"Administrator"," and ",[208,287,288],{},"Executive"," roles can create company card expense reports. You can expand access to other roles in the Company Card settings.",[233,291],{},[172,293,295],{"id":294},"creating-a-company-card-expense-report","Creating a Company Card Expense Report",[243,297,298,307,310,316,319,322],{},[246,299,300,301,303,304,252],{},"Navigate to ",[208,302,90],{}," and click ",[208,305,306],{},"+ New Claim",[246,308,309],{},"Enter the report details (title, dates, purpose).",[246,311,312,313,315],{},"Select ",[208,314,222],{}," as the report type.",[246,317,318],{},"Add line items, per diems, or mileage entries as usual.",[246,320,321],{},"Attach receipts where required by your organization's receipt policy.",[246,323,324],{},"Submit the report when complete.",[276,326,329],{"color":327,"icon":328},"blue","i-lucide-info",[177,330,331],{},"The report type (Reimbursement or Company Card) is set when the report is created and cannot be changed after submission.",[233,333],{},[172,335,337],{"id":336},"approval-workflow","Approval Workflow",[177,339,340,341,344,345,252],{},"Company card expenses support an optional approval workflow controlled by the ",[208,342,343],{},"Require Approval"," setting in ",[208,346,347],{},"Settings > Expenses > Company Card",[349,350,352],"h3",{"id":351},"when-approval-is-required","When Approval Is Required",[177,354,355],{},"The report follows the standard expense approval flow:",[243,357,358,364,370,376,382],{},[246,359,360,363],{},[208,361,362],{},"Draft"," — Employee creates the report and adds items.",[246,365,366,369],{},[208,367,368],{},"Submitted"," — Employee submits the report.",[246,371,372,375],{},[208,373,374],{},"Pending Approval"," — Report is routed to the appropriate approver.",[246,377,378,381],{},[208,379,380],{},"Approved"," — Approver approves the report.",[246,383,384,387],{},[208,385,386],{},"Paid"," — Administrator marks the report as paid (reconciled).",[349,389,391],{"id":390},"when-approval-is-not-required","When Approval Is Not Required",[177,393,394],{},"The report skips the approval step entirely:",[243,396,397,401,408],{},[246,398,399,363],{},[208,400,362],{},[246,402,403,405,406,252],{},[208,404,368],{}," — Employee submits the report; it moves directly to ",[208,407,380],{},[246,409,410,387],{},[208,411,386],{},[276,413,416],{"color":414,"icon":415},"green","i-lucide-check-circle",[177,417,418],{},"Disabling approval for company card expenses is useful when the cardholder's manager already reviews the credit card statement directly, making a second approval redundant.",[233,420],{},[172,422,424],{"id":423},"marking-as-paid","Marking as Paid",[177,426,427],{},"Once a company card report is approved (or auto-approved), an Administrator or Executive can mark it as paid to indicate that the expense has been reconciled.",[243,429,430,433,439,446,453],{},[246,431,432],{},"Open the approved expense report.",[246,434,435,436,252],{},"Click ",[208,437,438],{},"Mark as Paid",[246,440,441,442,445],{},"Optionally enter a ",[208,443,444],{},"payment reference"," (e.g., statement reference number).",[246,447,448,449,452],{},"Optionally select a ",[208,450,451],{},"payment method"," (e.g., Credit Card).",[246,454,455],{},"Confirm the action.",[177,457,458,459,461],{},"The report status moves to ",[208,460,386],{}," and no further changes can be made.",[233,463],{},[172,465,467],{"id":466},"quickbooks-sync","QuickBooks Sync",[177,469,470],{},"If your organization has QuickBooks integration configured, company card expenses sync to QuickBooks when marked as paid, just like reimbursement expenses.",[472,473,474,477,480],"ul",{},[246,475,476],{},"The report is created as a bill or expense entry in QuickBooks.",[246,478,479],{},"Line items, taxes, and categories are mapped according to your QuickBooks integration settings.",[246,481,482],{},"The payment method is recorded in the sync metadata.",[276,484,486],{"color":327,"icon":485},"i-lucide-refresh-cw",[177,487,488],{},"QuickBooks sync happens automatically when an expense is marked as paid. If the sync fails, administrators can retry it from the expense report detail page.",{"title":490,"searchDepth":491,"depth":492,"links":493},"",1,2,[494,495,496,497,502,503],{"id":174,"depth":492,"text":175},{"id":237,"depth":492,"text":238},{"id":294,"depth":492,"text":295},{"id":336,"depth":492,"text":337,"children":498},[499,501],{"id":351,"depth":500,"text":352},3,{"id":390,"depth":500,"text":391},{"id":423,"depth":492,"text":424},{"id":466,"depth":492,"text":467},"Learn how to create and manage expense reports for purchases made on a company-issued credit card, including approval workflows, payment tracking, and QuickBooks sync.","md",null,{},{"icon":110},{"title":107,"description":504},"JBZ1mXBTfRPM0XYRdnDJv2kICqrw-i4dlUZwIAUcC9Y",[512,514],{"title":103,"path":104,"stem":105,"description":513,"children":-1},"Learn how to record business travel distance and automatically calculate mileage reimbursement based on your organization's configured rates.",{"title":117,"path":118,"stem":119,"description":515,"children":-1},"Setup workspace settings and timezones",1774284206044]