Hey Rebecca - I don't know if this will be helfpul or not - but here goes! We do not allow personal meals to be charged to the T&E card. But, we do have a process for when personal payments are accidentally charged to the card and require the employee to repay the university.

User - indicates what charges are personal
- Choose Personal Expense as the expense type
- Complete the expense form and ensure the Personal Expense (do not reimburse) is marked
- repay through CASHNet and include the transaction number in the custom field on the expense form
- No receipt is required because this is a personal expense

Once the report is extracted for payment, Concur creates a Balance Due record on that employee (under cash advance admin) and when the employee repays through our eCommerce site, we (admins) go in and clear the balance due from the employee. We also have email reminders set up to send to the employee until they repay.

Employees can use Actual Method or Per diem method for meals. Departments may have preferences.

If Per Diem, they should not charge the card. Per Diem is requested through Travel Allowances in Concur which calculates the rates.

If there is an accidental charge, the employee reimburses USD through CashNet.
The expense type in Concur is Personal Nonreimburseable and they MUST attach the CashNet receipt as proof of repayment. This ensures that our liability account is balanced.