ExpenseIT Transactions as Pending Card Transactions

[svaidya]

Is there a way to automatically have Concur select "Pending Card Transaction" for ExpenseIT charges sitting in available expenses? I have made it as default payment type at Global level, which also copied down to the groups. Yet, the ExpenseIT charges sit as Cash/Out-of-pocket charges in Available Expenses. The challenge is with reconciliation since users are submitting the same charge with as cash and then as card.

The duplicate charge audit rule is not of much help here.

Kind Regards,

Shreyas

[travelexpexpert]

Hello @svaidya 

When ExpenseIt is enabled, the scanning will look for credit card information on the receipt. If it recognises CC data (e.g. Master Card XXXXXXXXXXXX0007), it will automatically register the expense as a Pending Credit Card transaction. 

I guess the question to you is:

Have you checked that the receipts included CC data? 

[travelexpexpert]

Forgot to tick to get an email when someone replies.

[KevinD]

@svaidya ExpenseIt will only mark receipts paid for on the company card as Pending. If the user paid for the expense with their personal card, ExpenseIt would categorize it as Cash or Out of Pocket. 

Are these users possibly using their personal cards for some expenses?