@MNash I looked at your profile and you have not been assigned the Company Bill Statement user permission. By having this permission, the system will automatically place your PCard transactions onto the correct report type, which is a Statement Report. I'll send you a private message with the names of people at your company that can add this permission. Check the little envelope icon near your name in the upper right-hand corner.
Thank you,
Kevin
SAP Concur Community Manager
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@mgonz53 So, your site is a little different. What you needed to do is go to Expense at the top of the SAP Concur home screen. In the Available Expense section of the Manage Expenses screen, you'll see a drop down field that says All Corporate and Personal Cards. Click the drop down arrow, then select All Purchasing Cards to see your PCard transactions. Select a transaction, then click the Move button and select To New Report. This will create a Statement Report for you. Then you can add the other PCard transactions that fall in the statement report date range to the report.
I tested this out in your profile, so you will now see a statement report sitting there for you to work on. I wanted to provide you the steps though for future reference.
Let me know if you have any questions.
Thank you,
Kevin
SAP Concur Community Manager
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I tried that To New Report and I got the message below:
@dougb1298 are you still receiving this error message?
Thank you,
Kevin
SAP Concur Community Manager
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@lindamckenzie without seeing the message you received about why they won't move, I have to guess that you are trying to use corporate card transactions to a P-Card Statement report.
Corporate card transactions and P-Card transactions, in most cases, are handled a little differently in SAP Concur. A lot of our customers require P-Card transactions to go on a statement report, not an expense report.
This sounds like issue you have. If you send me a screenshot of the message you receive when you try to move these items to a new claim, I can better help you.
Thank you,
Kevin
SAP Concur Community Manager
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They are p-card expenses.
@lindamckenzie All I can say is you shouldn't have two statement reports with the same statement period listed as you currently do.
You are going to need to ask one of the Statement Report Processors to help you with this. If you open one of the two statement reports that show as Processing Payment, you can click Details and select Audit Trail. From here you can see the two processors who worked on your report. They should be able to help you.
Thank you,
Kevin
SAP Concur Community Manager
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@kallen51465 you can create an audit rule to block reports from having the two payment types on the same report. Also, if you have different policies, you can create an audit rule that says if policy equals T&E and entry payment type equals P-Card, then block submission and vice versa.
These are easy to create, if you have Audit Rule building experience. 🙂
Thank you,
Kevin
SAP Concur Community Manager
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