Adding the Refund to a Credit Card Statement

If you have your credit card statements imported, with the transactions showing on your Expenses Wallet tab, the recommended method is to designate the item as a refund when you add your Expenses Wallet transactions to an expense report.

To use this method, locate the item in your Expenses Wallet and select the check box next to it, then click Add to an Expense Report.

Select the report to which you want to add the item (or create a new report) and follow the instructions in the next section.

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