Requesting Only Partial Reimbursement of a Card Transaction

[PSwayne]

Hi,

I have a card transaction for a dinner but I only want to expense a portion of the total payable, the rest I will cover myself. But I cannot see how to do this in Concur, when I try to add the expense to a report it only adds the full card transaction with no way of amending the amount being requested. Does anyone know how this can be done?

[samasuraj · Accepted solution]

Hi  @PSwayne 

Topic: Requesting Only Partial Reimbursement of a Card Transaction

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

In SAP Concur, you cannot modify the Original Corporate Card transaction amount, but you may be able to split into Business and

Personal portions through Itemization without changing the Original Card Transaction.

Actions:

1. Go to Expense → Open Expense Report.
2. Select the Corporate Care Transaction (Dinner)
3. Choose Itemize (if available) (Itemization and Personal-Expense options depend on Company Configuration).
4. Enter the reimbursable portion as Business Meal.
5. Enter the remaining amount as Personal Expense (Do Not Reimburse).
6. Verify the reimbursement amount.
7. Save and Submit.

For Example:

Description	Amount
Total card transaction	$150
Business portion	$100
Personal portion	$50
Reimbursable Business amount	$100

The Personal portion ($50) may need to be repaid to the Company or Corporate Card.

Repayment depends on your company's corporate card arrangement.

Thanks & Regards

—

Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant

[PSwayne]

Thank you for this breakdown!

Took a couple of attempts to even get it to let me itemize partial amounts. It doesn't seem to want to offer this upfront it automatically itemized the full amount as one payment - I had to manually go in and delete all existing itemizations first. 

[samasuraj]

Hi @PSwayne 

I am glad you were able to itemize.

If you encounter any other issue, please post here.

Thanks & Regards

—

Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant

[samasuraj]

Hi  @PSwayne 

Topic: Requesting Only Partial Reimbursement of a Card Transaction

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