🌐 Web app | 👤 Finance
A company card should never be used on private expenses, much less an expense report created for it. If it happens, though, Yokoy can help make sure it's managed correctly.
If a transaction is the result of a personal expense paid using a company card, you can mark it as a private expense to ensure the proper booking process in your ERP system.
To do this:
Navigate to the Finance > Card transactions > Transactions menu.
Find the transaction you'd like to mark as a private expense and open it.
✏️ Note
If the transaction has already been matched, you will need to clear the match before proceeding. Then, select the transaction again and you will see various actions to choose from at the top.
Select Private expense. The transaction will reload, and its status will change to Private.
Now, you can export the transaction without requiring a matching expense report.
🚧 Caution
Once exported, the transaction amount is paid into the card account to make up for the expense. How the amount is charged to the Submitter is dependent on your policies and configuration; typically, the transaction amount is deducted from the Submitter's employee account and will be reflected accordingly in their paycheck.