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Concur Personal Expense
A SelectSmart.com Flowchart by ilam. See ilam's 4me blog page.
Viewed 713 times. Created May 2015.

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Instructions for personal expenses.

               
 
 
Is this a personal expense on the Corporate Amex ?
 
 




YES


NO



 
Is the Corporate Amex 100% Personal?
 
If the personal expense is Cash/Non-Corp Amex, please do not expense. For overages on OT Meals-just change the amount to the limit and ignore the excess.
 


YES


NO





100% Personal on Corp Amex. Please use the expense type "Amex Personal - CC use only" and in the description/comments have NAME Personal Expense Type (ie. JDoe Personal Meal)
 
Please use the allocate function to separate business from personal.
 
 









 
 
Are there any non-Corp Amex/Cash expense reimbursements?
 
 




YES


NO



 
Is the non-amex reimbursement greater than the Corp-Amex personal charge?
 
In the allocation of the personal amex charge-use Client Overhead Admin, Project AM EX Personal
 


YES


NO





Please allocate the personal portion of Corp-Amex to Client-Overhead Admin, Project MA-Admin.
 
Please allocate the personal portion of Corp-Amex to Client-Overhead Admin, Project AM Ex Personal
Please type in the description/comments NAME Personal Expense Type (ie. JDoe Personal Meal)
 









Please type in the description/comments NAME Personal Expense Type (ie. JDoe Personal Meal)
Create a new expense line with the same expense type, date. For the amount it will be the negative of the personal portion of the Corp-Amex charge. Client-Overhead Admin, Project MA-Admin
Please type in the description/comments NAME Personal Expense Type (ie. JDoe Personal Meal)