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yunhui
Occasional Member - Level 1

Concur Aging Transactions Report

Hi,

There are still some corporate card transactions from 2023 and 2024 that haven't been cleared.

The employee who used the card has already left the company.

I'd like to remove these old transactions - could you help me out with this?

Thanks.


Screenshot 2025-06-05 152930.jpg

 

1 REPLY 1
KevinD
Community Manager
Community Manager

@yunhui you can either proxy in as the user or if you add yourself as the delegate for that user you can go in and submit the transactions. Keep in mind, if you create the report, you will not be able to approve it. 

 

I see you have the Employee Administrator permission which I believe would give you access to the User Admin screen where you can search for a profile. Be sure to change the User Status field to Not Active when doing your search. Once you pull up the profile, scroll down to the bottom of the screen and look for the Expense Delegate link. Here you can add yourself. Be sure to check the boxes for Can Prepare and Can Submit. Once done, Save. Sign out of SAP Concur and sign back in. You will then be able to Act as a Delegate. 

 

Lastly, be sure to check if there is an audit rule that might prevent transactions that are this old to be submitted. If there is a rule blocking, you would need to deactivate the rule temporarily to get the report submitted.

 

Let me know if you have any questions. 


Thank you,
Kevin
SAP Concur Community Manager
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