How do you clear Corporate Card refunds on inactive user accounts?

[MerlinLynne]

We have a number of refunds on Corporate Cards where the card is no longer used due to an employee leaving the company. Any idea how we clear these as they are currently showing as Unassigned transactions and we need to push them through to our ERP?

[KKS]

In our company we activate temporarily the employee's account, sign in as "an employee" to the account and clear card transactions by using Personal expense (not reimbursed) variant. 🙂

[KevinD]

@MerlinLynne you would need to proxy into each of the accounts that has Unassigned transactions and add them to expense reports then submit them. Keep in mind, if you proxy in, you will not be able to approve any of those reports.

P.S. even if the user account is inactive, you can still proxy in to them.