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larasmith
Occasional Member - Level 3

Cardholders forcing card expenses onto reports which then incorrectly show as out of pocket.

Chronic issue with users manually adding unposted card expenses instead of waiting for expense to post.  This causes the expense to show as out of pocket.  I had ExpenseIt disabled which prevented a lot of this but user error continues.  The cardholder and their approver are typically unaware and overlook this and approve and our processors may miss it too.  If not caught, the cardholder gets reimbursed for a charge which is actually being paid by the company.  Could Concur programmers add an audit rule that forces the cardholder to check a box that says "I need to be reimbursed for this expense" when out-of-pocket expense type is selected in order to submit the report?  Looking to put the accountability back on the cardholder as much as possible.  

1 REPLY 1
KevinD
Community Manager
Community Manager

@larasmith this can be accomplished by getting such a field added. Likely you won't have access to add a new field to your forms, but you can submit the request to Concur Support. Once the field is added, you can then create the audit rule. 

 

So, what is happening to all the company card transactions for these users? Are they just sitting in the users' Available Expenses? 

 

Do you have any users of Concur that do not have company credit cards? Lastly, do you have users that are submitting some of the card transactions correctly on their report, but still have entries that are out of pocket that should be company card? 

 

I'm trying to get all the possible scenarios to see if an audit rule can be created without the need of adding a new field. 


Thank you,
Kevin
SAP Concur Community Manager
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