When purchases are made directly with a credit card, in addition to entering the item to the credit card company, you can cross-reference those purchases to other vendor records. For example, a purchase is made at Fred’s Hardware Store and is paid by the custodian with the church’s Visa® credit card. The credit card slip is turned in to the bookkeeper, who then enters an invoice item to the credit card company for the purchase.
When entering the invoice, the bookkeeper identifies Fred’s Hardware Store, which has a vendor record in DonorWorks, as a secondary vendor in the ID Number/Vendor field on the invoice line item. This purchase then appears on the Payments tab of the vendor record for the Visa® card company and on the Accounts Payable Payment report to Fred’s Hardware Store.