Pending Transactions in Concur

[shnair1]

Hi All, 

Is it possible to Disable Pending Transactions functionaility in concur just for Corporate Card users? 

[KevinD]

@shnair1 disabling the Pending Card Transaction payment type is done by Expense Groups, not by card holders. However, if you created a new Expense Group and added only card holders, then you could achieve what you want. 

I wouldn't recommend doing this because it would be probably more work than it is worth. Ultimately the decision is up to your company. 

What are you hoping to achieve by this? There might be a workaround or another option.

[shnair1]

Hi Kevin,

I hope you're doing well.

We’ve consistently observed a high volume of pending transactions across various cardholders. While some of these pending amounts match the final posted transactions, there are frequent cases where discrepancies arise and the pending and actual amounts do not align automatically

[KevinD]

@shnair1 hopefully what I'm about to say will lessen some concerns. It doesn't matter what the Pending amount shows. When a pending item is matched to the company card transaction, the amount of the charge to the company card overrides everything and is what will appear on the expense report. 

Now, if the amounts not matching causes items to not match, then I can see the concern. However, it is pretty simple to manually match items. 

I think the alternative would be to disable the Pending payment type for your groups. Then items that would have come in as Pending, would show as Cash/Out of Pocket. But then you get users who submit these as cash/out of pocket when it shouldn't be. However, you can always create audit rules to prevent this.