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Ozaeta1970
New Member - Level 1

Company card for a personal expense.

I accidentally used my Company card for a personal expense. I make all the steps but the system request me a project and a task to fix this expense. I am not in any project now. ¿How can I solve this matter?

1 Solution
Solution
grodriguezproje
Super User
Super User

Hi @Ozaeta1970 ,

If the Company Card transaction was populated automatically or sent to your Concur Profile, this means that your Finance department will expect this transaction to clear the company bank statement posting (this is something that you can discuss with your Finance team), and because if was personal then you should pay to the company or the need to deduct this from your salary (also this is an internal process that every company handle differently).

 

I would suggest to reach out your Finance department to give you more insights, there several options to handle this topic.

 

I hope this helps

 

If this answers your query, then please mark solution as accepted.

Thanks!

View solution in original post

2 REPLIES 2
Solution
grodriguezproje
Super User
Super User

Hi @Ozaeta1970 ,

If the Company Card transaction was populated automatically or sent to your Concur Profile, this means that your Finance department will expect this transaction to clear the company bank statement posting (this is something that you can discuss with your Finance team), and because if was personal then you should pay to the company or the need to deduct this from your salary (also this is an internal process that every company handle differently).

 

I would suggest to reach out your Finance department to give you more insights, there several options to handle this topic.

 

I hope this helps

 

If this answers your query, then please mark solution as accepted.

Thanks!
KevinD
Community Manager
Community Manager

@Ozaeta1970 did you mark the expense as personal? I'm asking because doing so may take away the requirement for a project and task. 


Thank you,
Kevin
SAP Concur Community Manager
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