In this article, you will learn how to easily manage your expenses in Workiz using Workiz Card.
Workiz Card is a one-of-a-kind, pay-in-full charge card that gives you access to a line of credit designed to support your business's day-to-day operations. With Workiz Card, you can assign cards to members of your team and even set specific limits for spend or categories.
To learn more about signing up for Workiz Card, please see this article.
You can also issue cards to members of your team so that you can oversee and manage business-wide expenses right from Workiz. Any transaction made with Workiz Card will automatically appear in your expense report, including key details like:
- Expense category
- Merchant
- Amount
- Cardholder
- Date
You and your team can easily attach receipts and link expenses to specific jobs. The report provides key details, including the merchant and other transaction information.
Expenses created using Workiz Card will automatically sync with QuickBooks Online, with the exception of information such as job ID, description, and attached receipt.
Accessing your Expense report
- From the sidebar menu, select Reports
- Select Expenses
Here, you will be able to view your report, link expenses to jobs, add descriptions, and attach receipts
To learn more about editing your expense report in Workiz, please see this article.