Used Corp card in error for a personal transaction. No receipt

[Loud]

Good morning, 

I had used the corp. card by mistake for a purchase.  I do not have a receipt.  I would like to take care of this out of pocket.  How can I get a bill to do this?

Regards,

-Lou

[DeanR]

Hi Lou

Each company has different policies and procedures for handling personal purchases on corporate cards.  Suggest you contact your manager, who can hopefully advise or find out what the procedure is for your company.

In terms of Concur there will either be a specific Expense Type for personal/non-reimbursable expenses or a checkbox for you to tick on the expense item.

[KevinD · Accepted solution]

@Loud you'll need to add this expense to a report and as @DeanR mentioned, either use the expense type Personal (if your company has this) or mark the expense as Personal by using the Personal Expense (do not reimburse) checkmark. 

I don't know how your company handles this situation, but you may need to make a payment to the card issuer to cover this accidental charge. That is why I agree with @DeanR that you should speak with your manager to see if you will be required to pay the card issuer the amount or pay your company. 

[JD_Lawhorn]

Hi Kevin ... I also mistakenly used my corporate card instead of my personal, and didn't realize it until I received an email from a few days later. I promptly returned the merchandise and the card was credited; however I still had to create an expense, following your instructions above, checking the "do not reimburse" box. However, the two returned transactions (negative balance) are still outstanding, pending "available expenses" action. I thought they would clear, since there is a zero balance on the card. How do I create an expense for two negative amounts?

Thank you,

JD

[Loud]

Hi Kevin - thank you for the information.  I am also getting some support from our admin.

-Lou