FAQ: What happens when an Expensify Card transaction is refunded?

Christina Dobryzynski
Christina Dobryzynski Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 267 Expensify Team

The way a refund is displayed in Expensify is dependant on the state the expense is in (pending or posted) and if the employee also submitted a SmartScanned receipt of the expense. Remember, a SmartScanned receipt will merge with the Expensify Card expense.

Full Refunds:

  • If the transaction is Pending and doesn't have a receipt attached (excluding eReceipts), a full refund will hide the transaction.
  • If the transaction is Pending and there's a receipt attached (excluding eReceipts), a full refund will zero-out the transaction (amount becomes zero).

Partial Refunds:

  • If the transaction is Pending (regardless of receipt), a partial refund will reduce the amount in the transaction.
  • If the transaction is Posted, a partial refund will create a negative transaction for the refund amount.