I keep receiving emails daily regarding an overdue credit card transaction. This transaction was placed on expense report and paid before the transaction Cleared the credit card. How do I get these two transactions to match and therefore have it cleared from my report? Expense has already been paid.
@rysztakdee Hello there. In looking at your report, it appears you submitted the expense as an out of pocket transaction rather than waiting for the credit card transaction to upload to your profile and then add it to your report. Here is how you can reconcile this:
Add the expense to an expense report and use the Personal Expense (do not reimburse) checkbox. Use the Comment field to explain the expense was already paid.
Using the Personal checkbox marks the expense with a requested amount of $0 to ensure this doesn't get paid.