We are experiencing an issue where employees are changing Pending Card Transactions to Out of Pocket. Because the actual corporate card transaction has not yet appeared, some employees become impatient and manually switch the payment type. Unfortunately, the payment type dropdown currently allows Out of Pocket for Pending Card Transactions.
This results in employees being reimbursed incorrectly, and we then need to request repayment once the true card transaction arrives. I’ve opened a support case to determine whether this can be prevented, but so far no solution has been identified.
What are other organizations doing to stop or mitigate this behavior?
