Credit Card Document Forms Purchasing 
Clutter Coach
NOVEMBER 17, 2014
This category includes bills, medical forms to file, an insurance or telephone plan to compare with what you have now, information about a product you intend to buy and a list of activities put on by a group you belong to. Things you are keeping that you don’t need to: receipts that are not for tax purposes or under-warranty purchases.
BMT Office Administration
OCTOBER 4, 2022
The history of employee monitoring’s various forms. Well, that’s a classic form of employee monitoring right there. Without a form of monitoring in place, the employee may embark down the wrong path, which can derail progress on the project and cost valuable resources to fix. Time tracking and file tracking.
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The Office Professionals Place
MARCH 4, 2010
Never send vital information such as account numbers, social security numbers, or credit card information in an email. • Creating a paper trail - a supervisor documenting an employee’s responses or vice versa The ‘Bcc’ feature is a helpful tool, but can be used for inappropriate or wrong purposes.
Small Business CEO
MAY 23, 2011
Expense report fraud can occur in many ways, but one of the most common forms is to cheat on lodging, meals, airfare and fuel expenses. For example, when ordering office supplies, an employee goes online to purchase office supplies, then prints out the screen shot of the shopping cart but never actually places the shopping cart order.
Stephanie LH Calahan
APRIL 27, 2011
Co-mingling is when your personal and business finances are mixed--either through a bank account or credit card. This can be in the form of coaches/consultants, contractor help, joint ventures, strategic alliances or employees. Get away from co-mingling your funds. Final Thought.
Musings of a High-Level Executive Assistant
AUGUST 7, 2012
If you have to purchase stuff for your boss - ask to xerox the credit card, both front and back now. Are they type A and super organized so they like lists printed out so they can carry it around or do they like information only in digital form? For example, some spouses do not share a last name.
Practically Perfect PA
MAY 11, 2016
Copies of paperwork e.g. insurance, health documentation; passport and to be kept separately in case originals are lost. An emergency card with condensed information is useful, particularly if there is no signal on your phone. Include a list of essential contact numbers with their travel documents. contact-form-7].
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