Monthly Management Reports | |||
A Business Tool that Helps You Manage Your Business ExpensesIn today’s challenging economy, companies are striving to control costs. The TD Business Visa Card helps you manage your business expenses with detailed management reports. Optional Monthly Management Reports |
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Use the reports to identify where costs are running high or to track how employees are using their monthly budgets. It’s an effective system that keeps you informed and in control.
Cardholders will receive three reports. To learn more about these reports select one from below:
Account Recap
Report
Account
Information Report
Management Recap
Report
The Account Recap Report
lists the total spending and payment information for all Cards
issued on your TD Business Visa
Account based on your statement cycle. The debit and credit
information is listed by the period-to-date and includes year-to-date
charges and interests.
View sample
report
The Account Information
Report lists expenditure totals by account for each
spending category. This report may be used by managers to track and
monitor expenses for employees who have an Additional Card on their
TD Business Visa Account (Additional Cardholders) by
expense category. Spending patterns and trends can also be
identified by management to adjust budgets or spending
guidelines.
View sample
report
The Management Recap
Report totals the expenditures under each spending
category for period-to-date and year-to-date. This report may be
used by managers to consolidate the accounts’
expenditures and payments for accounting purposes for all Cards
(including Additional Cards) on their TD Business Visa
Account.
View sample
report