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Company card with personal payment responsibility: manage receipts and transactions

Do you have a company card with personal payment responsibility? Register the receipts in the app, mark anything that isn't work-related as private and submit the expense report.

💳 How it works

The card is a private card that your company has procured. You pay the card invoice yourself and get reimbursed for work purchases. The card transactions come into Expense automatically, and you link receipts to them, account for or comment on them and submit the expense report.

👉 Applies to: you who have a company card with personal payment responsibility.

📷 Step 1 – Register the receipt

  1. Open the Expense app and tap the plus sign (+).
  2. Choose Create purchase and photograph the receipt.
  3. Choose Company card as the payment method.
  4. Write a comment and tap Save.

🔔 You get a notification when the card transaction has arrived, and the receipt is linked to it automatically.

👉 Has the transaction already arrived? Open it under To Do > To account, tap the camera icon and add the receipt.

📊 Step 2 – Account for the transactions

  1. Under To Do, choose To account and open the card expense report.
  2. Choose the transaction and tap Categorize.
  3. Choose the account or use a Quick select under Purchases.
  4. Check the VAT and any internal accounts and save.

👉 If it is representation, read Register representation.

💡 Does your finance department account for you? Then it is enough that receipts and comments are included before you submit.

🚫 Step 3 – Mark private purchases as private

  1. Open the transaction.
  2. Click the three dots.
  3. Choose Mark as private.

✅ The transaction is not included in the reimbursement and is not visible to others, for example your manager or the finance department. You pay for private purchases yourself.

📤 Step 4 – Submit the expense report

Check that all transactions have a receipt and a comment, and tap Submit.

✅ The expense report is sent on for approval.

❓ Frequently asked questions (FAQ)

Can I mark private purchases on the company card?
Yes, with Mark as private under the three dots in the transaction.

Can my manager or the finance department see my private purchases?
No, purchases marked as private are not visible to others.

Do I have to account for the transactions myself?
That depends on your company. In some companies, the finance department does the accounting.

Can I add receipts afterwards?
Yes, as long as the expense report has not been submitted. Open the transaction and tap the camera icon.

What is the difference from a regular company card?
With personal payment responsibility, you pay the card invoice yourself and get reimbursed for work purchases. With a regular company card, the company pays the invoice. Read Company card: manage receipts and transactions.

✅ Summary

  • 📷 Photograph the receipt and choose Company card
  • 📊 Account for the transactions, unless your company does it for you
  • 🚫 Mark private purchases as private
  • 📤 Submit the expense report

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