Personal Transactions

View Personal Transactions from the Transactions list.

To view all your Personal Transactions from the transactions fed through the corporate card or bank account integration, go to Transactions option under the Entry Task navigation menu from the left side of the screen. 

   

In the Transactions screen that will pop up, go to Personal Transactions tab from the upper menu of the Transactions List. 

 

Personal Transactions list includes only personal transactions. 

Note: Personal transactions are automatically deleted after 60 days 

If you need to delete these transactions form the ExpensePointâ„¢ records, click on the Empty button from the top menu of the Transactions window. 

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

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