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Hi all. I've made an accidental purchase on my comp card. How can I resolve this and settle balance?
Thanks!
Solved! Go to Solution.
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@benrober you will need to add the expense to a report still. When filling out the details of the expense, be sure to check the Personal Expense (do not reimburse) checkbox. You might have to send a payment for this amount directly to the card issuer or pay your company back. I'm sure your company has a policy for these types of situations. I recommend speaking to your direct manager to see what the process is for personal charges on the company card.
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@benrober you will need to add the expense to a report still. When filling out the details of the expense, be sure to check the Personal Expense (do not reimburse) checkbox. You might have to send a payment for this amount directly to the card issuer or pay your company back. I'm sure your company has a policy for these types of situations. I recommend speaking to your direct manager to see what the process is for personal charges on the company card.
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Thanks - this was helpful!
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Thank you, can you share a screenshot of where "Personal Expense Do NOt Reimburse" is located please? I'm not able to find it anywhere.
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@Twinfield08 I'm looking at your account and I see an expense report labeled Accidental Personal Charge. However, there isn't any expense added to the report. I do see several company card charges from Amazon. Are you going to be adding these to an expense report? Is one of these charges the accidental charge?
You won't see the Personal Expense checkbox until you have an expense added to your expense report and are filling out the details.
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ok thank you. Yes all those charges accidentally went on the card. Amazon made it my default when I added for one purchase. I'll add those expenses. I wasn't sure what to even select for expense type.