Currently, there is a need to book personal expenses incurred mistakenly using the company MasterCard in the Expense Management module. I have created a category labeled "Personal" with the expense type set to "Personal" to accommodate such scenarios. According to Microsoft documentation, using the "Personal" category should debit the amount directly from the employee’s vendor account and credit it to the MasterCard (Payment method).

However, despite setting up the "Personal" category, it does not appear in either the expense or expense report sections. This oversight prevents us from properly recording and managing these types of expenses. Therefore, enabling visibility of the "Personal" category in both expense and expense report sections would greatly enhance functionality and address this critical need.

Benefits:

1. Facilitates accurate recording of personal expenses incurred on company cards.
2. Aligns with Microsoft's recommended debit and credit processes for personal expenses.
3. Streamlines expense management by incorporating all relevant categories into the system.

Implementation Plan:

• Modify the Expense Management module to display the "Personal" category in both expense entry and expense report generation interfaces.
• Ensure seamless integration with existing expense management processes to maintain compliance and accuracy.