Skip to main content
All CollectionsGetting started with Pliant Cards & Transactions
Company Reimbursements: Handling Private Expenses with Ease
Company Reimbursements: Handling Private Expenses with Ease

The Company Reimbursements feature allows cardholders to reimburse their organisation for private transactions made with their Pliant card.

Updated over 2 weeks ago

Overview

The Company Reimbursements feature allows cardholders to reimburse their organisation for private transactions made with their Pliant card. This ensures a seamless way to handle accidental private expenses, providing both employees and administrators with peace of mind.

Getting Started

Activating Company Reimbursements

To activate the Company Reimbursements feature:

  1. Navigate to the Settings section in your Admin app.

  2. Under Modules, locate and activate Company Reimbursements.

  3. Review and accept the associated Terms & Conditions to complete the activation.

Note:

  • This is a premium feature available only to organisations on a Premium subscription plan.

  • Activating Company Reimbursements will automatically enable the Private Expense Control module as well.

Submitting and Managing your Personal Payment Card

To add a private payment card:

  1. Go to the Profile section of your account.

  2. Under Private Payment Card, click on Add Card.

  3. Review and accept the relevant Terms & Conditions.

  4. Enter your card details and submit.

You can view or remove your private payment card at any time from your profile section.

Reimbursing Expenses

Flagging a transaction as Private Expense

When you identify a personal expense made with your Pliant card, locate the transaction in your account. Click the Flag Transaction button and select Private Expense as the flag reason.

Initiate Reimbursement

After flagging the transaction, the cardholder can proceed with the reimbursement of his organisation by clicking on Initiate Reimbursement. If the cardholder hasn't added a private payment card yet, they will be prompted to do so.

Note:

  • You can only reimburse transactions from Euro accounts that are more than €0.5.

  • It normally takes around 7 business days for the reimbursement funds to be credited to the organisation. Until then, the transaction will be displayed as Reimbursement Pending. The private expense flag cannot be changed after reimbursement has been initiated.

Reimbursement complete

Once the reimbursement has been credited to the organisation, the transaction status will change to Reimbursed.

Admin Capabilities

Flagging transactions

Team Managers, Admins, and Owners can also flag transactions for cardholders. This functionality is supported by the Transaction Review feature, which helps organisations effectively review team transactions. For more information, please check out our Transaction Review Guide.

Once a transaction is flagged as a private expense, the cardholder will receive a reminder to reimburse the organisation.

Monitoring Private Expenses

To monitor flagged transactions, navigate to the Transactions page in the Admin app and select the Flagged subpage to view all unresolved flagged transactions.

If a flagged transaction was resolved outside of the Pliant platform, Admins, Owners, and Team Managers can mark the private expense as Resolved.

Did this answer your question?