Expense reports

[William71]

I have a few expense entries and under payment type it shows Cash/out of pocket. This is not correct as it was on my corporate card and should read BAML Visa. It does not allow me to change it nor does it have that listed in the choices. Does anyone know how to fix this? 

[PoojaKumatkar]

Hi @William71 ,

If this is a credit card–paid expense and you have manually created an expense entry in the report, you may need to wait until the credit card transaction is available in Concur.

For now, you can delete the manually created expense entry. Once the credit card transactions appear in your profile, select the relevant transaction, move it to the report, complete the remaining required details, and submit.

Note that, for all credit card–related expenses, the transaction date, vendor name, payment type, and amount will be automatically populated and will be read-only. The system will also display the payment type as Credit Card (or BAML Visa in your case) instead of Cash/out of pocket.

If this answers your query, then please mark solution as accepted.

[JLovasz]

To add to what @PoojaKumatkar says, I'm guessing you added your receipts and have the Expense Assistant turned on so it created the items for you.  Since there weren't credit card transactions already there, it called them "Cash/out of pocket".  Depending on how accurately the AI read the receipt, it may dynamically match to the correct transaction when it comes in from the credit card feed.  If not, you can Combine Expenses and merge them then.

[2645bonnie]

Hello, 

Where can I find my expense report for 12/21/25 - 01/20/26? I couldn't submit it before 01/20/26. Now, I don't see it anywhere. Please help!

Bonnie 

[JLovasz]

Hi @2645bonnie !

Have you tried the drop-down next to the word "View:" in the Manage Expenses section?  That starts with the "Active" reports, but you can change that to "Last 90 Days" and you will probably find what you are looking for.