Payment Type : Out of Pocket

[keciawells]

Something that comes up for my team on a daily basis is the payment type "Out of Pocket" confusion.  Employee's see this and think they are being charged for an out of pocket expense.  They do not understand that it is a receipt not an out of pocket expense.  Does anyone else experience this confusion with their employees?  I would love to know Concur is calling a "RECEIPT" an out of pocket expense.  It honestly does not make sense.

[samasuraj]

Hi  @keciawells 

Topic: Payment Type : Out of Pocket

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

For your team, the clearest explanation is: “The Receipt shows what you purchased; the Payment type shows who paid.”

Term	Meaning
Receipt	Proof of the Purchase.
Out of Pocket	The Employee Paid personally and may be reimbursed.
Corporate Card	The purchase is associated with a company card transaction.

The confusing situation is when an uploaded Receipt or e-receipt initially appears as Out of Pocket while the Corporate Card transaction appears as “still pending.”

Concur Expense Standard supports renaming the Out-of-Pocket Payment Type.

Your Administrator may be able to rename the label to “Employee Paid” for clarity.

Thanks & Regards

—

Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant

[keciawells]

The reason this is confusing to our employee's is that receipts show up this way that were paid for on the credit card.  Those are not considered out of pocket expenses since our company pays the credit card.