How can I make expenses non-reimbursable by default?

DavidS

I use a company credit card for all purchases. It is a rare occasion that I will pay cash and need to be reimbursed. How do I set the "Reimbursable" check field to default to unchecked? It's quite a hassle to un-check every expense in the report. Thank you for your help.

Aussiebandit

Hi @DavidS - under your account settings > Credit Card Import - choose you credit card settings and you will see this: just turn this off.

Nicole Trepanier

Great answer, Aussiebandit!

If your credit card is managed by your admin though a Company Cards connection, your admin can control the reimbursable status on the Settings > Domains > [Domain Name] > Company Cards > Settings page.

Also, for cash expenses, a your admin can control the reimbursable status on the Settings > Policies > Group > [Policy Name] > Expenses page by setting the reimbursable drop-down to 'Non-reimbursable by default' or 'Always non-reimbursable'.

RisaB

I have tried to do this as I just got reimbursed to my personal account for something on the business Amex account. I don't see this option to set the reimbursement toggle. Is this a permissions thing?

Rachael Hopkins

Hi @RisaB Welcome to the Expensify Community!

Each expense has the ability to be marked as reimbursable/non-reimbursable. The Policy Admin can set the default on the Policy, but the user can still toggle it on and off on the expense itself.