Reporting On Credit Card Activity

Emily Bastow

Hi All,


We are wanting to see a report of credit card activity by user sorted by expense categories and then use this to compare two years. I don't see a canned report available. Has anyone come up with a clever work around they'd like to share?

Angela Tuttle

Have you thought about using attributes on the transactions? We set up an attribute for each gift officer to track campaign expenses. I am also going in now and adding Accountability Groupings to the expense accounts.

JoAnne Kelley

Hi there! Quick question. Is the expense reporting module an add on? We are wanting to be able to use the expense reporting aspect of FE as well, but I am not seeing any of the tabs it shows in order to do this. We thought it came with it.