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This form is used by cardholders to formally dispute charges on their Bank of America Commercial Card. It outlines various reasons for disputing a transaction, including unauthorized transactions, incorrect amounts, and non-receipt of services. Cardholders are required to provide specific details about the transaction and their attempts to resolve the issue with the merchant.
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How to fill out commercial card claims
How to fill out commercial card claims
01
Gather all relevant receipts and documentation related to your transactions.
02
Obtain the commercial card claims form from your company's finance department or online portal.
03
Fill in your personal information including your name, employee ID, and department.
04
Enter transaction details such as the date, amount, merchant name, and purpose of each expense.
05
Attach the corresponding receipts for each transaction to the claims form.
06
Review the filled form for accuracy and completeness.
07
Submit the claims form along with the receipts to your supervisor for approval.
08
Once approved, submit the claims to the finance department for reimbursement.
Who needs commercial card claims?
01
Employees who use company-provided commercial cards for business expenses.
02
Finance and accounting departments who handle expense reimbursements.
03
Managers who need to oversee and approve expense claims from their team members.
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What is commercial card claims?
Commercial card claims refer to the process of submitting requests for reimbursement or payment related to expenses incurred on a commercial credit card used for business purposes.
Who is required to file commercial card claims?
Employees or authorized personnel who have made purchases using a commercial credit card are typically required to file commercial card claims to seek reimbursement from their organization.
How to fill out commercial card claims?
To fill out commercial card claims, individuals should provide details such as the date of the transaction, the amount spent, the purpose of the expense, and any supporting documentation or receipts.
What is the purpose of commercial card claims?
The purpose of commercial card claims is to ensure proper accounting and reimbursement for business-related expenses incurred on commercial cards, helping organizations manage their finances effectively.
What information must be reported on commercial card claims?
Information that must be reported includes the transaction date, vendor name, amount, business purpose, account codes, and any receipts or documentation supporting the claim.
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