Automate Purchase Tracking

Zena will help you automatically track all client purchases to the correct project when you use your Zena virtual card that is associated with the client project.

When you create a new project, a virtual Zena card is created for that project's spending. Use this specific card for all of your project purchases.

Use Virtual Cards to Automate Tracking

When using virtual cards attached to a project, Zena will automatically recognize the card numbers and categorize your purchases under the corresponding project, as shown below.

Connect your QuickBooks Online account with Zena to get all transactions tracked in QuickBooks as well.

Track Your Project Budget

As you spend using your Zena virtual project card, Zena will automatically deduct the spend from your overall project budget. Once you’ve hit the project budget, your card will automatically decline until you’ve reset your budget to allow for more spending.

Using Your Physical Card

When you use your physical card, Zena tracks that purchase by default as a business expense. If you need to move it to a project, simply follow the steps below.

1. Log in to Zena and navigate to Transactions on the left navigation bar.
2. Find the transaction you’d like to move and select Details.
3. Select Options from the right-side dropdown and click on Edit Transaction.
4. Next, under Project, click on the drop-down menu to select the project with which you wish to associate the transaction.

5. In the upper right corner, click the Save button.

   

When the transaction is moved from a business expense to a project, it will automatically be deducted from the project budget.