personal expense

[jd49er]

How do I pay an expense with my personal credit card?

[MelanieT]

@jd49er If you are importing the personal transactions via Yodlee, you would go under your Available Expense and add them to a report.  If you do not do that, you can just expense them as a Cash transaction and then you will be reimbursed cash.

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[jd49er]

Thank you for that information. I'm not looking to get reimbursed. I have an expense that I need to pay with my credit card and not the company credit card.

[KevinD]

@jd49er is it a business expense you are looking to purchase with your personal card?

[jd49er]

No, this was a personal expense accidentally put on the wrong card

[KevinD]

@jd49er okay, was the wrong card your company card? If so, you have a couple of options:

1. Contact the vendor where the purchase was made and ask them if they can refund/credit you and then pay with your personal card. If the vendor allows this, you will see two charges come into your Available Expenses. One for the incorrect charge and one for the refund. Add them both to an expense report. They will zero each other out.

2. Submit the accidental charge on the company card on an expense report making sure to mark the entry as personal.

[jd49er]

Thank you, how do I submit an accidental charge? 

[KevinD]

@jd49er if you have ever created an expense report before, submitting an "accidental" charge is no different than submitting a regular charge. You just need to make sure you check the Personal Expense (do not reimburse) checkbox for the expense.

[Ctelles]

Can you walk me through the steps to get to that "Personal Expense" checkbox? I'm currently in the Manage Expenses screen.

[Ctelles]

Hi Melanie, Could you help me with my question? 

[Ctelles]

these are the expenses I paid for already with a bank rep. Never mind, I'll figure it out myself.