PCard Expense Stuck on Wrong Report

[jstrong123]

Is there a way to force an expense onto a different PCard Expense Report?

Scenario... received PCard Statement from Bank. Totals don't match what is listed on PCard Report in Concur. The transaction came in with a date of 3/31/26 but is automatically being placed onto the next month's PCard Expense Report. It won't allow me to move it March. 

Any suggestions? For reconciliation, I want it on March's report to match the payment amount.

Thank you!

[grodriguezproje]

Hi @jstrong123 

Could you please attach some screenshots hiding sensitive data? to try to see what you can do?

[KevinD]

@jstrong123 most likely your company is using our Company Billed Statements option. Statements close on the defined date, but transactions with dates in March should be able to be added to the correct report. 

I'm guessing you were working on behalf of someone else since I don't see any P-Card transactions in your profile. The person you are the delegate for doesn't have P-Card transactions that I can see with a date of 03/31. Can you send me a private message with the name of the person you are working on behalf of, please? I need to know whose report to look at. To send me a private message, click my username (KevinD) then the message button. 

As of now I can't be of any help since I thought it was your own report that was having the issue. 🙂

[LuisTorres]

Puedes borrar el informe o desde detalles cambiar las fechas del mismo, no debería existir problema.