What to do When an Employee Receives a Credit for Cancelled Flight instead of a Refund
Is there a trick we can use in Expensify to track/alert us to employees that have been reimbursed for a flight that was cancelled and credit was issued rather than a refund? The employee will subsequently use the credit for other flights over time, but how do we track this to assure the company receives their full investment back, and that the employee doesn't use the credit for say a personal flight instead and ends up submitting another purchased flight for business?
Answers
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Hey @Justine_B, great question! I think the easiest way to circumvent this is to point back to how the flight is being purchased. Are they purchasing on their personal cards, on the Expensify Card, etc?
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I have EXACT the same question. Please answer. In my situation, the charge is on the Expensify Card & I have no way of tracking which employee has what credits. It also misrepresents the actual cost of the first flight AND subsequent trips when the credit is applied to the next flight. I would love a best practices answer to this.
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@Matt Cole - They are using their personal card. I was wondering if Expensify has a "holding bucket" where the credit can be noted and where usage of the credit (sometimes in increments) can be tracked, so that the balance of the credit is not lost/forgotten. Thanks.
