Private and Part-Private Transactions (Optional)
In the event a user inadvertently, or in conjunction with a normal transaction, incurs a personal expense on their Purchasing Card, they may identify that transaction as being one that is `Private' (where the entire transaction amount is for personal use), or `Part-Private' (where a portion of the total transaction is for personal use). The user may be required to reimburse the company accordingly.
There are two places where you can do this:
· The Transaction Search page.
Optionally, for the portion of the expense that was used for private purposes, select `Private' as the Expense Type.
To make a transaction private/part-private:
1. Click on the
Make Transaction Private icon associated with the transaction in question;
2. From the Transaction Private page, enter the
Amount of the transaction to be made Private;
3. Click
Update Transactions.
If the
Amount entered is equal to the original transaction amount, the transaction's status turns to `
Private'.
If the
Amount entered is less than the original transaction amount, the transaction's status turns to `
Part Private' for the remainder and that of the
Amount entered is created as `
Private'.
