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1 minute of practical work for the boss · 003 cost management subscribe Duplicate payment

It is on the corporate card and on the statement of account.

Approximately 4 minutes to read BlueCanvas

How do I know if I'm paying for the same tool twice?

It is not a duplicate if the name is the same. Open two receipts, enter the payment account, period of use, and product name into one table, and see if there are any overlapping sections. It will not be canceled until overlapping is confirmed.

Key takeaways

  • Even if the corporate card and employee statement have the same service name, You can't tell if it's a duplicate just by the name.
  • The duplicate is not the service name. payment accountIt diverges from . Take the product name, account, and usage period from the receipt and put them in one table.
  • The last field is for confirmation of contact person. Anyone who knows the purpose of the account is not on the payment screen. person who uses the toolno see.

Duplicate payments usually result from structure, not mistakes

There are many companies where company accounts are paid with representative cards, and employees pay with personal accounts and then receive the money back as settlement. The two payments do not meet on the same screen because they take different paths.

The billing method on the service side also overlaps here. Notion writes in its help that “if there are multiple paid workspaces, each workspace is billed separately according to the number of members,” and in the same document, it explains that fees are based on the number of seats. If the same person is in both workspaces, seat fees will apply in both.

Open the receipt, not the statement

What appears on your card statement is the payment agency name. Since the product name does not appear, comparison is not possible based on that line alone. The following three items are written on the receipt email or payment history screen:

  1. Product name — Even for the same service, rates may vary.
  2. payment account — Check whether it is a company domain account or a personal email account.
  3. Period of use — The minimum condition for judgment is whether the periods of the two payments overlap.

The checklist has six columns

CannesWhat to write
Service nameActual service name as written on receipt
payment accountIs it a company domain account or a personal account?
Payment PathWhat is corporate card, employee settlement, or automatic transfer?
Period of useStart and end dates on the receipt
Included seatsHow many seats are included in that payment?
Contact person confirmationEither ask or confirm

If the usage periods do not overlap, it may not be a duplicate but a record of changing rate plans. It is marked for confirmation only when the periods overlap.

See if that person is on the seat list

Open the seat list for your company workspace to see if that person is already there. If you already have a seat and another payment is being made to your personal account, you are paying twice for the same thing.

However, even in this situation, it is better not to clean it up right away. You may have data that remains only in your personal account, and you may be using features that are only available on your personal account plan.

Sentence to send to the person in charge

The only person who knows what the account is for is the person using the tool, not the payment screen. You can use the sentence below as is.

  • Payment made to personal account What kind of work do you use this service for?
  • As a seat in the company workspace can you do the same thing Could you please check?
  • If you have data that only exists in your personal account list to movePlease let me know.
  • If you decide to organize it before the next payment date Please let me know.

Nothing is canceled until an answer is received. Even if it is determined that there is overlap, there may be data that only exists in your personal account, so please check the list to move first and then organize it.

This is different from finding unused subscriptions.

It looks similar, but the viewing angle is different. Subscriptions that are not used Users and recent tasksView . This side Does the same tool go out in two ways?I only see it. If you do both at once, your judgment will get mixed up, so today you only need to find two payments with the same name.

The billing policy cited is for one service, and each service has different billing units.

Full video subtitles (5 scenes)

It is on the corporate card and on the statement of account.

There is a familiar name in my corporate card statement. The same name is also listed on the employee statement. Is this payment the same?

Same name but not a duplicate

Even if the billing name is different, it may be the same service, and even if the name is the same, it may be a different product on a different account.

Put both receipts into one table

Open two receipts and find the payment account, period of use, and product name. You must put them side by side in one table to compare them.

Duplication occurs in the structure

Individual subscriptions and team subscriptions are billed separately, and some services are billed separately for each workspace.

Check your account before canceling

Find only two payments with the same name and compare them from account and usage period. Nothing is canceled until overlap is confirmed.

Frequently Asked Questions

If the names are the same, can I cancel one right away?

It is better not to cancel before confirmation. Even for the same service, different rate plans include different features, and if the usage period does not overlap, it may be a record of a change in rate plan. In some cases, the person writing it is completely different. After comparing the product name, payment account, and usage period to identify overlapping sections, ask the person in charge of using the tool to decide.

Why are personal account payments separate from company payments?

This is because many business services charge by workspace or organization. Notion notes in its help that if you have multiple paid workspaces, you will be billed separately based on the number of members in each workspace. If the same person is in both a corporate workspace and a personal workspace, seat fees will apply in both. So, duplicate payments occur in this structure rather than someone’s mistake.

If I close my personal account, what happens to the data in it?

Each service is different, so be sure to check before organizing. There are services that provide the ability to move data from a personal workspace to a company workspace, and there are also services that only allow export. Please first obtain a list of materials that exist only in your personal account from the person in charge, and arrange payment after moving or downloading them. Changing the order may result in data loss.

Is the method of refund through settlement the problem?

The method itself is not the problem. It's natural for employees to use their personal accounts to pay for tools they need urgently and receive payment. However, if the payment does not remain in the company's payment list, there will be no way to compare it later. If you write down the service name, account, and period of use in the settlement section, you do not need to re-create this convenience balance sheet every month.

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