Expense cannot be submitted until it’s Matched to an imported card

[Tcano]

Just received my company card and I linked it to my profile so I could book my travel. Currently uploading all my receipts for my trip and I keep getting a notification that “

This expense cannot be submitted until it is matched to an imported card transaction. If this was not paid for via card, you may edit the payment type of the expense to reflect the actual payment method.”  I used the same card for all expenses and I also have my card directly linked to my profile so I’m not sure where the discrepancy is….

[KevinD]

@Tcano card transactions can take a few days to upload into SAP Concur. If you made the purchases over a week ago, then there might the issue of your card not being assigned to you in the system. Adding your card to your Travel profile doesn't actually link your card for the importing of transactions. 

How long ago did you make the purchases?

You might want to reach out to the team at your company that is in charge of company cards and ask them. 

[Tcano]

I made the purchase yesterday and the day before

[KevinD]

@Tcano that is too soon to expect the card transactions to appear. 

What I recommend going forward is to not add any items that show as Pending to expense reports until they get matched to their card transaction. Pending items do not get matched automatically to their card transactions if they are sitting on a report. Just know that you will need to wait a few days once you see a Pending item. Just let it sit there until you see it matched. You will know it is matched because you will see the Payment type change from Pending to whatever your company card is.

[Tcano]

So when I make a purchase, I should wait to submit the report until it’s no longer pending? Then submit the report? 

[KevinD]

@Tcano that is one way to say it. I always leave Pending items in Available Expenses and do not add them to a report until it no longer says Pending. 🙂

[Tcano]

How long should I wait until it doesn't say pending? I was able to submit a few easily but the only difference with those is that I did not use a company card and paid out of pocket. My fear is that I wait to long for these to no longer be pending and I wont be able to submit the report. 

[Tcano]

I'm also not seeing any company card charges on my concur. I've been making purchases since 7/13

[llyodfrancis]

The pending card transaction will still remain in the dashboard until the actual card charges reflected. The transmission of bank charges usually takes 2-3 banking days before it shows up in your dashboard. Better check your bank import status (if you're the admin) / contact bank why the charges are not showing up in your dashboard.

[SurjithK]

hi Tcano

is the Payment transaction i.e. Credit card flow from the Bank to your available expenses ?

Regards

Surjith

[Tcano]

No it is not