About expense reports with multi-companyTo keep financial information separate, the setup of each employee, project, and bank account and credit card is linked to a company. When you enter an expense report, Ajera associates each transaction to its corresponding employee, project, or credit card.
As you enter expenses, Ajera creates intercompany entries when the companies involved are different.
Credit cards assigned to employees belong to the same company associated with the employee. For expenses other than personal expenses, Ajera creates intercompany entries if the credit card company and the employee company are different. Be sure to reconcile your intercompany accounts regularly. ExampleAn employee works for Company 1 and uses the company credit card to charge an expense to a project that belongs to Company 2. The employee makes another expense to the project, this time paying with cash. In the expense report:
As a result:
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Concepts About expense reports in the browser Tasks Setting up expense reports in the browser Entering expense reports in the browser Entering a new expense report from an expense widget Adding attachments to expense reports in the browser Submitting expense reports in the browser Copying expense reports in the browser Copy expense report row in the browser Changing expense reports in the browser Deleting expense reports in the browser View expense report notes in the browser Printing expense reports in the browser Previewing attachments on an expense report in the browser Unsubmitting an expense report in the browser Approving an expense report in the browser Changing processed expense reports in the browser Reapproving expense reports in the browser Unapproving expense reports in the browser Entering an intercompany bank transfer Entering intercompany vendor invoices and client receipts Entering journal entries to intercompany accounts Managing tasks for multi-company Managing loans between companies Reviewing reports, statements, and inquiries for multi-company Reviewing organizational levels and reporting entities for multi-company Setting up security for multi-company Setting up company preferences for multi-company Setting up billing and payroll preferences for multi-company Setting up general preferences for multi-company Reviewing other existing setups for multi-company References Optional columns for the credit card list in expense reports in the browser Optional columns for expense report details for Expense Reports in the browser Optional columns for expense report for Expense Reports in the browser |
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