Any way to change the name for "Pending Card Transaction" as an admin?

[gmort]

I'm an admin for a large company. When people use the app to upload receipts through Expenseit, it creates an expense with the payment status "pending card transaction". This is incredibly confusing to the end user because it is not a pending card transaction, it's a receipt that is not matched to a transaction. 

I've answered no less than 10 emails and calls today just to tell people "sorry, I know it says pending card transaction, but it's not actually". 

Is there any way that we are able to change the payment type text to something other than "pending card transaction"?

I've seen so many complaints about this, I am sure that others find this frustrating. In addition to being confusing, it isn't correct. 

I would be SO thankful if there is a solve for this. 

Thank you!

[KevinD]

@gmort So, I just went into Payment Types and clicked on Pending Card Transaction, then clicked Modify. It appears the name field is able to be edited. I just tested it and it did save my change, so I believe you can update it.

Do you have access to the Expense Admin options?

[gmort]

Amazing!!
I can't see an option for Payment Types in the settings. Could you show me where to find it?

[PoojaKumatkar · Accepted solution]

Hi @gmort ,

There is a separate section called "Payment Types", however, it is accessible only with unrestricted configuration access.

You must be having restricted admin access that's why not able to see this section.

I think you need to raise a support ticket with Concur and get required changes done. 

Sample screenshot:

If this answers your query, then please mark solution as accepted.

[gmort]

No one I have spoken to including myself has access to this setting, and we are administrators- what role has access to Payment Types? Thank you!

[PoojaKumatkar]

Hi @gmort ,

The Payment Types option is accessible only with unrestricted configuration access, which I mentioned in my previous response.

Typically, clients do not have this level of access. It is reserved for the implementation team (either a Concur Partner or the Concur team).

Therefore, you will need to raise a support ticket with Concur to have the required changes implemented.

Let me know if you still have any doubt. 🙂

[MEcnx]

Hi @gmort , I had a similar issue and I resolve it going to Localization, then select Payment Types and Pending Card Transaction

 Hope this works for you

Regards