I made a private purchase with my corporate card. How do I report this as a private purchase?
This article applies to you who has a corporate card connection in Findity.
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Have you bought something with your corporate card that was a private purchase and you want to make that transaction private? It's possible to do that before you submit your corporate card transactions to your administrator.
See instructions in the tabs below on how to handle this in the app and on the web.
Web
In Private mode, open up the transaction that you would like to mark as a private transaction. On the right-hand side of the card symbol, you have a cogwheel. Click on the cogwheel.
A new box will open asking "Do you want to mark this expense as private?" - choose Yes.
You will now see that the transaction is marked with "(private)" and this will also be shown for your administrators.
If you want to remove your private transaction, click on the same cogwheel-button to remove the marking you made before.
Remember to save when you are done.
DeleteApp
Log in to your Findity app and open up the transaction that you would like to mark as a private transaction. Click on the card symbol.
A new box will open asking "Do you want to mark this expense as private?" - choose Yes.
You will now see that the transaction is marked with "(private)" and this will also be shown for your administrators.
If you want to remove your private transaction, click on the same cogwheel-button to remove the marking you made before.
Remember to save when you are done.
Delete