This article will provide details on how to make corporate card expenses personal. If this option is enabled for your company, users can mark an expense they have made for themselves using a corporate card as a personal expense.
This feature can only be enabled by a Serko admin.
Please check with your system administrators if you are unsure as to how personal expenses should be treated in your organisation.
How to make Corporate Card Expenses Personal?
- From the Expenses menu, select the Corporate Card Expenses tab.
- Select an item from the list.
-
In the Coding details section, select the configured account code that your company requires for personal expenses from the Category lists, as shown in the screenshot below:
- Complete the required fields and click the SAVE button.
If you settle the corporate card bill each month then it is most likely that your system has been set up to enable you to personalise expense items via a single click. Personalising an expense in this way removes the expense from your corporate card statement total and the item becomes ‘read-only’ in the system.
How to make an item as a personal expense?
- From the Expenses menu, select the Corporate Card Expenses tab.
- Click the SWITCH TO LIST VIEW link at the bottom of the page.
- From the list view page, click the Make Item Personal icon
, as shown in the screenshot below:
The icon colour will change
, and the status will be displayed as PERSONAL.
Tip You can change an item from business to personal as often as you wish. However, you will not be able to change the status once you have submitted the item (unless your approver or a finance user returns the claim to you). To revert an item, click the Unmark Item as Personal icon