Instructions for personal expenses.
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Is this a personal expense on the Corporate Amex ?
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YES
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NO
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Is the Corporate Amex 100% Personal?
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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.
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YES
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NO
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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)
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Please use the allocate function to separate business from personal.
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Are there any non-Corp Amex/Cash expense reimbursements?
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YES
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NO
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Is the non-amex reimbursement greater than the Corp-Amex personal charge?
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In the allocation of the personal amex charge-use Client Overhead Admin, Project AM EX Personal
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YES
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NO
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Please allocate the personal portion of Corp-Amex to Client-Overhead Admin, Project MA-Admin.
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Please allocate the personal portion of Corp-Amex to Client-Overhead Admin, Project AM Ex Personal
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Please type in the description/comments NAME Personal Expense Type (ie. JDoe Personal Meal)
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Please type in the description/comments NAME Personal Expense Type (ie. JDoe Personal Meal)
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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
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Please type in the description/comments NAME Personal Expense Type (ie. JDoe Personal Meal)
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