Concur Breakfast Allowed Amount incorrect

[f83419d]

Hello everyone, 

I'm a first-time user of the community and hoping to get some help. I have an expense on my report that is getting hung up because it is "$5.21 above the allowed amount of $18" for breakfast. There are two issues, though:

1) The meal was $15.38

2) This was the only meal expense for the entire day

What am I doing wrong? This report didn't show this issue on the first submittal, but the problem was then raised after it got bounced back from the Appzen review. I would rather not select the "out of policy" acknowledgment, simply because it isn't out of policy. So what can I try?

[KevinD]

@f83419d I figured out the issue. You have an expense report that has already been submitted named MS Lynx. On this report you have a Breakfast expense with a date of 09/23/2025 in the amount of $7.38. On the report in question you have a Breakfast expense with a date of 09/23/2025 in the amount of $15.38. Add these two amounts together and you get a total of $23.21. Now if you subtract $18 from $23.21 guess what you get (insert drumroll)...$5.21. Ta Da! That is what is causing your report to get sent back. 

Unfortunately the dates on company card charges cannot be changed. I say this because if these two charges did actually occur on the same day, then you would need to use the Out of policy option or you could itemize the charge and mark $5.21 of the charge as personal. 

If these two charges did not occur on the same date, then you might have to use the Out of Policy Acknowledgement just to push the report through. I obviously don't know what implications there are if someone uses the Out of Policy Acknowledgement, so you might want to speak to your direct manager about this before proceeding. You can also use the Comment field to explain that the charges did not occur on the same day. I would say that if you have the receipts for these charges, you could provide them as proof if the dates on them are different. 

Other than that, the way your company has set up their rules and because your company uses a third-party to audit reports, you are a bit bound by these parameters. I'd like to think that using the Out of Policy option won't really have any implications, but that isn't for me to say. My guess is companies would be looking for repeat offenders of being out of policy is why this is there. 

Anyway, I can only tell you the "why" of the error and provide a possible solution, but your manager is the one to give you the go ahead to try it.