Dublicated transaction for Credit card

[Taratran]

Hi mates,

We have encountered an issue where some users with company credit card expenditures are using the Concur app to capture receipts. Somehow, new claim items are being created with "Pending card transaction."

As a result, users are submitting twice: once for the credit card transactions and another for the pending card transactions, which users just change it to cash payment type. Do you know how we can avoid this, or is there any way to prevent the capture receipt from creating a new claim?

Thank you,

Tara

[KevinD]

@Taratran is the duplicate transaction audit rule not flagging these items and are users not seeing a red alert for the Pending items stating that the transaction cannot be submitted until matched to a company card transaction? 

[Taratran]

Yes, we have the warning notification for duplicate transaction only when those items are all in the same claim. while here we got the issues when users submitted them separately and the claims just went through and posted.

We only found out when we run the duplicated reports when month end.

[Nancyagfa · Accepted solution]

The pending transaction from ExpenseIt should match to the credit card transaction when it comes in, but I have been encountering that it does not and have tried to force a match/combine.  The receipt may have a small deviation from the credit card transaction, so I advise the employee to wait for the card import and if it will not combine with the pending line item, then import the card line and delete the ExpenseIt line.  Not sure why it won't combine, but we also review the duplicates to find any that slipped thru.

[Taratran]

Thank you for  your advice,  Yes, I think I need to communicate with the employee so they can manually combine those claims and pay attention to those expense transactions.