1. Go to the Accounts command centre and click Accounts List.
2. Click the Liability tab.
3. Click New. The Edit Accounts window is displayed.
4. In the Account Type field, select Credit Card.
5. Enter the new number for this account, then press Tab.
6. Give the account an appropriate name, such as 'Employee Reimbursements'. The Edit Accounts window will look similar to the following example:
   
7. Click OK.

1. Go to the Payroll command centre and click Payroll Categories.
2. Click the Wages tab.
3. Click New. The Wages Information window is displayed.
4. Give the category an appropriate name, such as 'Employee Reimbursement'.
5. For the Type of Wages, select the Salary option.
6. Select the Override Employees' Wage Expense Account option and select the account created in Task 1.
   Note: When you select this account, a warning message will appear saying that the account for wages expenses is usually an expense account. Disregard this message. Refer to the Wages Information window shown below:
   
7. Click Exempt. The Wages Exemption window is displayed.
8. Select PAYG Withholding as shown below.
   
9. Click OK.
10. Click Employee. The Linked Employees window appears.
11. Select the employee(s) who will be reimbursed.
12. Click OK to both the Linked Employees and Wages Information windows.

For more information, visit our page on Payroll categories.

1. Go to the Payroll command centre and click Payroll Categories.
2. Click the Superannuation tab.
3. Click the zoom arrow next to the Superannuation Guarantee category. The Superannuation Information window is displayed.
4. Click Exempt. The Superannuation Exemptions window is displayed.
5. Select the wages category created in Task 2, in our example this is Employee Reimbursement.
   
6. Click OK to both the Superannuation Exemptions and Superannuation Information windows.

1. Enter the reimbursement through the employee paycheque against the Employee Reimbursement wage category.
   
2. Record a Spend Money transaction (via the Banking command centre). The purpose of this transaction is to:

• • Return the Employee Reimbursement Liability account to a zero balance by selecting this account in the Pay from Account field.
  • Allocate the expense to the appropriate expense account.
  • Allocate a GST tax code so that the GST paid is recognised.
    

Click Reimburse to see a list of all the job purchases and expenses you have assigned a job number to, that can now be reimbursed on the sale.

You should enter the credit limit you've assigned in each customer's card. If you want to stop sales from being recorded for customers who have exceeded their credit limit, you can place them on hold.