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Expenses: Refund to Company

If you need to input a refund, or credit, learn how to do so here.

Andrew Banta avatar
Written by Andrew Banta
Updated over 3 weeks ago

Sometimes you may need to enter an expense that credits back the company. For example, you may have purchased an item, received a reimbursement for it, and later needed to return it. This could also happen if an earlier expense is pro-rated or partially refunded. You can do so by creating an expense "Refund to Company".

Starting on the Expenses page, choose "Add Expense" (Figure 1). This will either be located in the center of the screen if you have no active expenses, or in the upper-right corner if you do have active expenses.

Figure 1. Add expense side menu from the right side of the Expense page

Figure 1. Add expense from the Expense page

When creating a new refund, ensure you choose the original payment method from the "Payment Method" dropdown menu (Figure 2).

Figure 2. Refund to company page showing several fields, including the Payment Method dropdown field

Figure 2. Refund to Company page, including the Payment Method field

If your expense report has a mix of reimbursable items and refund items, you may notice that the refund to the company is deducted from the reimbursement you would receive (Figure 3):

Figure 3. Expenses and Transactions page showing a refund for 100 dollars, a reimbursement for 150 dollars, and a total of 50 dollars for a reimbursement

Figure 3. Expenses & Transactions page showing both reimbursable and refund items

Watch this quick walkthrough to learn how to submit your refund as a negative transaction on a corporate card:

Note: Admins may consider creating an expense category for users to choose to help identify accidental personal charges on a corporate card. Users should not use 'Refund to Company' if there was an accidental personal charge on a corporate card.


Frequently asked questions


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Publish date: March 16, 2022

Last update: January 3, 2025

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