I have incurred some personal expenses on my company card. How do I record them?
If you’ve incurred personal expenses from your card, you can mark them as personal while converting the transactions to expenses. To do this:
- Go to Expenses.
- Click + New Expense in the top right corner and navigate to the From Cards tab.
- Hover over the transaction and click Convert to Expense.
- Click Add Manually.
- Mark the Personal checkbox and click Save and Close.
If Auto-match/create expenses for corporate card transactions is enabled for your organization, you can edit the expense and enable the Personal check box from the Expenses module.