Need to delete some of the expenses that are linked to corporate card ASAP

[deepakpillay]

Hello,

I urgently need help to detach some of the travel and meals expenses from my corporate card. I have paid the bill already hence will not be submitting the expenses for these items. 

It is not allowing me to submit my other expenses which I need to do it ASAP because I am on vacation from 30th of September. 

Can someone help me urgently please. 

Regards,

Deepak 

[KevinD]

@deepakpillay I just went into your account and I see you have two newly submitted reports with no items sitting in your Available Expenses. I will take this to mean you resolved your own issue.

[deepakpillay]

Hello, 

I have not received reply to my query for last two months now.

can someone urgently respond.

Thanks,

Deepak 

[samasuraj]

Hi  @deepakpillay 

Topic: Need to delete some of the expenses that are linked to corporate card ASAP

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

In SAP Concur, paying off your Corporate Card does not automatically clear the transactions from Available Expenses.

These transactions cannot be deleted or detached by employees, even if the card balance has already been paid.

Actions:

1. Do not delete the transactions: They must remain available for reconciliation.
2. Personal Expenses: Mark non-business transactions as Personal Expense (Do Not Reimburse), if available.
3. Business Expenses: Reconcile legitimate business charges, even if you personally paid the Corporate Card bill.
4. Unassigned Transactions: Check whether your company requires all Corporate Card charges to be assigned to an expense report.
5. Submission Errors: Review the Specific Audit Exception which is preventing the Expense Report submission.
6. Urgent Resolution: Contact your Concur Administrator or Expense Processor to resolve the Blocking Transactions.

Personal Charges may still require reporting to account for Corporate Card activity.

The correct procedure depends on whether your Company uses an Individual-Pay or Company-Pay Card Program.

Reconcile Corporate Card transactions rather than deleting them.

Paying your Corporate Card bill does not automatically remove the transactions or eliminate reconciliation requirements.

Use the Approved Personal-Expense Reconciliation Process rather than deleting Corporate Card Transactions.

Thanks & Regards

—

Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant

[deepakpillay]

Thank you for your response. 

If I have to label an expense as Personal or something else as you mentioned then how do I do it ?

Cheers,

Deepak 

[samasuraj · Accepted solution]

Hi   @deepakpillay 

Topic: Need to delete some of the expenses that are linked to corporate card ASAP

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

SAP Concur – How to Mark Corporate Card Expenses as Personal?

Navigation Path: Home → Expense → Available Expenses → Move to Report → Open Expense

1. Go to Home → Expense → Available Expenses.
2. Select the Corporate Card transaction.
3. Move the Corporate Card Transaction to an existing Expense Report.
4. Click the Expense entry to open Expense Details.
5. Look for the Checkbox labeled Personal Expense (Do Not Reimburse), located within the Expense details below the Main fields.
6. Check Personal Expense (Do Not Reimburse).
7. Save Expense Report.
8. Verify that the expense is excluded from Amount Due Employee.
9. Submit the Expense Report

If you cannot find the Checkbox: Check for an additional details Section or contact your Concur Administrator.

                                                                     The field's location and availability depend on your Company's Configuration.

If the Personal Expense option is missing: Your Concur Administrator may need to verify your company's Configuration or Permissions.

Note: If the transaction is a duplicate or was already reported, do not submit it again as Personal.

            Have your administrator investigate it first.

Thanks & Regards

—

Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant

[deepakpillay]

Thank you for your support.

I have managed to submit my expense and hoping it gets resolved. Fingers crossed. 

Thanks again,

Deepak 

[samasuraj]

Hi  @deepakpillay 

Thank you for marking my response as an Accepted Solution!

I am glad the information was helpful in resolving your issue.

Happy to help! 🙂

Thanks & Regards

--

Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant