Objective
This article provides the steps to effectively manage expenses using Barti's Expense Management system, including setting budgets, assigning cards, and tracking expenses.
Key Steps
1. Accessing Expense Management 0:32
Click on your Profile icon in the upper right-hand corner.
Click On to Organization Settings (admin user access).
Click on Credit Card.
2. Applying for a Credit Card 0:48
Fill out the quick application to get approved for a credit card.
3. Managing Your Card 1:04
You can freeze or unfreeze your card as needed.
Set spending limits on a monthly, daily, weekly, or unlimited basis.
Name specific cards for easier tracking of expenses.
Set spend restrictions as necessary.
4. Adding Vendor Accounts 1:36
Add vendor accounts to create default payment methods for online vendors (e.g., Google Ads, Amazon).
5. Creating Credit Cards for Staff 2:08
Fill out cardholder details for each staff member.
Determine the purpose of the spend and set limits if desired.
6. Viewing Credit Card Information 2:27
Click the eye icon on the dashboard to view insights on credit card spending.
7. Adding to Digital Wallet and Connecting to QuickBooks 2:50
Add your card to a digital wallet for easy access.
Connect your account to QuickBooks for automatic transaction exports.