This article talks about how to mark corporate credit card transactions as Personal, and how to unmark the Personal transaction

Credit Card transaction to Personal

  • Navigate to Corporate Cards section on the left pane of your screen
  • Under "New" tab, select the relevant Credit Card transaction you wish to mark as personal
  • Once selected, on the right side of the screen, click on "Mark Personal"
  • This specific Credit Card transaction will now move to the "In Progress" tab

How to Unmark a Personal Transaction

  • Navigate to the "In Progress" tab
  • Select the Credit Card transaction
  • Once selected, on the right hand side of the screen, click on "Unmark Personal"

  • This specific Credit Card transaction is now unmarked and will move to the "New" tab

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