Germany e-invoicing xml file upload to a report

[oslejsko]

Hello,

I would like to ask if there will be any impact for users uploading e-invoices (xml file) to a claim in the case there will be a pending card transaction line already merged to a card transaction.

I think the following scenario may be frequent:

1. Pending card transaction is received

2. Card transaction is loaded to employee profile and can be merged

3. User sends e-invoice via email and e-invoice is visible under Available expenses

Will users be able to attach e-invoice to a card transaction already merged with Pending card charge/receipt?

Thank you,

Katerina

[samasuraj]

Hi  @oslejsko 

Topic: Germany e-invoicing xml file upload to a report

Please see the below. Hope this helps. 
——-   

In SAP Concur, if the pending card transaction has already merged with the posted card charge,

the XML e-invoice may remain as a separate item under Available Expenses.

Automatic three-way merging of the pending card transaction, posted card transaction and XML e-invoice

is not confirmed as Standard Functionality.

Check:

1. Open the merged Corporate Card expense.
2. Check whether the XML e-invoice is available under Available Expenses.
3. If Concur offers a matching or combining option, verify whether the e-invoice can be associated with the existing expense.
4. If automatic matching is unavailable, check whether the e-invoice can be attached through the supported receipt workflow.
5. Avoid creating a duplicate expense for the same transaction.

Test this exact scenario in your Concur environment and ask SAP Concur Support whether German XML e-invoices

can be manually associated with the existing expense.

Thanks & Regards

—

Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant

[oslejsko]

Hello,

Thank you for the feedback. If 3 ways auto matching is not available and users will be asked to attach e-invoice, can e-invoice be attached manually to a merged transaction? Or will user need to detach Pending card transaction from the receipt first and only then he/she will be able to attach e-invoice from available expenses?

Thank you,

Katerina

[samasuraj]

Hi  @oslejsko 

Topic: Germany e-invoicing xml file upload to a report

Please see the below. Hope this helps. 
——-   

In SAP Concur, it is not confirmed whether an XML e-invoice can be manually attached to an already-merged

pending and posted card transaction.

If Concur does not allow another attachment, it may be due to the existing receipt association or

limitations in the XML e-invoice workflow.

First, check whether the XML e-invoice can be manually associated with the existing merged expense

without removing the pending card transaction or its receipt as it could disrupt the existing receipt association.

Action:

1. Open the merged card transaction.
2. Check whether the XML e-invoice can be selected from Available Expenses.
3. Do not detach the existing receipt unless SAP Concur confirms this is necessary.
4. Contact SAP Concur Support to confirm whether detaching the pending transaction is required.

Thanks & Regards

—

Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant