At times, and based on the spending company's policy, users may be instructed to mark an expense as personal, as the company deemed it not to be paid. This action can be taken by both a user with an Employee profile and a strong user (e.g., a user with an Admin, Pro, or Auditor profile). 

To mark an expense as personal, navigate to the 'Expenses' page, select an expense that is in status 'In review' or 'Pending', and enable the 'Personal' toggle. 

Any existing flags will be replaced with 'Personal' and 'Non-reimbursable', and this update will be recorded in the expense's audit trail. Approvers can then complete the review and mark the expense as 'Approved'.

Users can use the 'Personal' (i.e., Yes/No) filter to search for such expenses. 

Note:

• This action is particularly relevant for multi-line receipts where one or more items are personal and should be marked accordingly, for example, a hotel folio that includes bar charges or in-room services such as movies, which are not covered by company policy.
• Mesh will soon support the option to itemize expenses, allowing users to split a single expense into multiple sub-expenses and, if needed, mark specific line items as personal.