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Personal Transactions

To view all of your Personal Transactions, go to the Transactions option under the Entry Task navigation menu from the left side of the screen. 

   Transactions navigation menu option in the Entry Tasks menu in the Expense Manager

In the Transactions window, go to the Personal Transactions tab from the upper menu. 

  Personal Transactions tab in the upper menu of the Transactions window of the Expense Manager

Note: Personal transactions are automatically deleted after 60 days 

To delete these transactions from the ExpensePoint records, click on the Empty button from the top menu of the Transactions window.

Empty button in the Personal Transactions tab in the Transactions window in the Expense Manager

If you marked a personal transaction by mistake, you can remove it from the personal transactions list by clicking on the Mark as Not Personal button to move it back to the Transactions list. 

Mark as Not Personal button in the Personal Transactions tab in the Transactions window in the Expense Manager

The update will be visible right away, and the corporate transaction will no longer show up on the Personal Transactions list. 

Updated transaction list in the Transactions window in the Expense Manager

 

For mobile instructions, please refer to this article.