Hi Tony,

My company uses the checkbox, and that is what I'd recommend. When our users have an accidental charge on their company card, etc., checking that box removes the transaction from any cost center budget, and instead drops it into our employee receivables account. This allows our accounting team to track and follow up to ensure that repayment is received from the employee.

Yes, you could still track it by using an expense type, but putting that expense type out there allows anyone to use it, even if they shouldn't be doing so, and it would still be charged to a cost center unless you also added a specific cost center for personal expenses.

And, since you're new to this, trust me...your users are not always going to follow instructions.

Good luck!

Torie Hightower