Choosing Payment Type

[April1865]

When filling out the expense report, I am instructed to charge it to the company. However, the only choice that I was given was EMPLOYEE PAID.

Is there a reason for this?

Needless to say, my expense report was rejected.Only Employee Paid is Shown

[PoojaKumatkar · Accepted solution]

Hi @April1865 ,

May I know whether this expense is out of pocket or credit card paid expense? 

If this is a credit card paid expense and you have manually created expense entry in report then you might need to wait until you receive your credit card transactions in Concur.

Once credit card transactions are available in your profile then you can choose the transaction, move it to report, fill in remaining required details and submit. For all credit card related expenses transaction date, vendor name, payment type, amount fields get auto populated and it will be in read only mode.  Also system will show payment type as credit card or similar name instead of cash/employee paid payment type.

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

[PoojaKumatkar · Accepted solution]

Hi @April1865 ,

May I know whether this expense is out of pocket or credit card paid expense? 

If this is a credit card paid expense and you have manually created expense entry in report then you might need to wait until you receive your credit card transactions in Concur.

Once credit card transactions are available in your profile then you can choose the transaction, move it to report, fill in remaining required details and submit. For all credit card related expenses transaction date, vendor name, payment type, amount fields get auto populated and it will be in read only mode.  Also system will show payment type as credit card or similar name instead of cash/employee paid payment type.

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

[KevinD · Accepted solution]

@April1865 delete this item off of your report. Next, click Add Expense. From the options click Select Available Expenses. You will see two entries. Select both entries then click Add to Report. 

This airfare was purchased on a company card and that company card item is what needs to be on your report. Follow my above steps above and you'll be all good to go. 

[April1865]

I figured it out. I used the company credit card, and then you use the receipt to auto-fill. When I did that, the option for "Company Paid" came up and my new report was approved.