Expense Reimbursement

[abharat0804]

Hello Team,

Report number:GM2TDA

Report Id:02662D9B8FA342F0A602

I have raised expense reimbursement request for PMP approval, but I am getting below alert from several days. I can see the expenses on my credit card. I need help to get this reimbursed. Please let me know what am I missing.

This expense cannot be submitted until the corporate card transaction arrives and is imported/matched to your e-receipt and/or itinerary. If this expense was not paid with your corporate card, you may change the payment type to 'Cash

[KevinD]

@abharat0804 I would like to preface my response by saying that my reply is based on what I see in your expense reports. I don't know all the details, so I have to paint a picture of what I think happened. 

Here goes...you have an expense report already submitted for your PMP Certification. I can see that this expense entry was paid for on your assigned company card. However, you marked this as a personal expense for some reason and therefore told the system not to reimburse this expense. Then you created a second report for the same expense, which is the report with the error which is caused by the Pending Card Transaction Payment Type. 

Can you explain why you marked the company card charge as a personal expense? Was this expense supposed to be paid for on a personal card? Did you mark it as personal by mistake? I'm asking because marking it as personal will not allow the system to send payment to VISA to pay off the charge and I want you to be better prepared for future expenses. 

So, in your case you need to pay off the charge for the PMP Cert that occurred on your company card. Since you marked it as personal, the only way to receive the funds to pay it off is to change the expense entry on your current report to have a Cash payment type. It currently says Pending Card Transaction. By doing this, your company will send you the funds that you can then use to pay off the card. 

Before doing this I highly recommend you speak with your direct manager and explain the situation. Submitting two reports for the same expense entry has a not so favorable appearance, especially to auditors. 

[abharat0804]

Hello Kevin, I raised the expense second time under assumption that it has been raised as Non-Reimbursable or Personal expense and I don't see any way to edit it now.

please guide me if i can cancel it. I had discussion with my manager, and I raised second one based on his advice.

May I cancel--R9RX0V

Please let me know how I can fix alert for my second report --GM2TDA

This expense cannot be submitted until the corporate card transaction arrives and is imported/matched to your e-receipt and/or itinerary. If this expense was not paid with your corporate card, you may change the payment type to 'Cash'

Let me know the solution to get it approved.

[KevinD · Accepted solution]

@abharat0804 the first report where the entry was marked as personal cannot be edited or changed as it has already gone through the approval process. In other words, it is stuck as is. 

The second report simply needs the payment type of the entry changed to Cash. Open the report, click on the entry to see the details then use the Payment Type field drop down arrow to select Cash. Save the expense. 

[abharat0804]

Hello Kevin,

I have done above steps, can you please check and confirm. I clicked on submit after ALERT was gone. Will it pay to my card automatically?

[KevinD]

@abharat0804 expenses with Payment Type cash do not get reimbursed directly to your card. You will receive the funds then use them to make a payment to your card.

[abharat0804]

Hello Kevin, I changed expense type to Cash to my second request. Will that fix the issue ?Can you please confirm.