Insufficient receipt for credit card transaction

[SFBLPL]

Hi,

I am a Concur adminstrator and have a user who has submitted a credit card expense for a meal charge but the receipt amount was for less than the card payment due to a tip that was given that wasnt on the receipt, the claim has been returned as the amount of the receipt was less than the payment but we still want to recover the VAT amount on the receipt, is it possible for this to be done rather than removing the receipt and submitted without a receipt?

[KevinD]

@SFBLPL first question that needs to be answered is: who returned the report? 

[SFBLPL]

Hi Kevin, apologies, should have mentioned that the claim was returned by Concur audit.

[KevinD]

@SFBLPL well, it might be tough to get the expense pushed through Concur Audit with a receipt amount that is less than the amount being requested. I guess you could have the user use the Comment field to explain the issue and see if Concur Audit lets it go through. The only other option is to have the user attach the missing receipt declaration instead of the receipt to see if that will go through.

[Karthikhemadri]

@KevinD that was a good question. @SFBLPL  need to understand if they have returned just because the amount is not matching?

if so user can use the Itemization feature to split the entry between Meal and Tips. If you have expense type created for Tips, itemize accordingly and the required VAT is calculated based on the setup done for reclaim process.

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

[SFBLPL]

Hi,

We dont have an expense type for tips, however, i can still split the expense and select another expense type, its the receipt amount that doesn't match the card payment, the card payment value cant be edited obviously as this is linked from our credit card provider.  I need to know how the claim can be submitted and the VAT amount still to be separated out to allow it to be reclaimed.

Thanks.