Cannot expense a refunded charge

[Jayobrien]

I have had an ongoing issue with fraud that occurred on my corporate credit card which recently received a refund for said charge. 

I am unable to expense the refund as its total is under 0.00. My company is quite slow to reply so I am just reaching out over here to see if there is something that can be done on concur's or my side.

[cjmarimo]

Hello @Jayobrien ,

If you receive a credit or refund resulting from a fraudulent or incorrect charge on your corporate card, SAP Concur provides a standard procedure for reconciling it within expense reports. Please find below a link that explains the process in detail:

How Do I Reconcile Credits for Fraudulent or Incor... - SAP Concur Community

Please note that each organization may define its own procedures and policies for managing credits and refunds in SAP Concur, and this is often controlled through an audit rule.

For example, in our case, expense reports with a total amount equal to or less than zero are allowed because the audit rules that enforce this restriction have been deactivated.

[Jayobrien]

Thank you CJ, Unfortunately I have tried that method without luck. I am getting stuck on the single expense being negative, even though the total report is positive with other expenses added to it. Hoping my expense team can help!

[cjmarimo]

hello @Jayobrien,

Have you reviewed the audit rules to see if any of them are preventing the report from being submitted?

[KevinD]

@Jayobrien looks like you resolved your issue. I can see your report has been submitted.

[Jayobrien]

Yes unfortunately there was nothing I could do and the expense team here had to manually override it. Thank you for the help anyway!

[KevinD]

@Jayobrien glad they were able to help. I take it you are getting a new company card since yours seemed to be compromised. 🙂