Travel Itinerary

[em451f]

I have an erroneous expense that CitiBank did not process within the allotted timeframe, but which has now been processed.  I've already submitted the expense for that period, but need now to submit this single expense.  So, how can I retrieve the original itinerary to attach it to the single expense?

[samasuraj · Accepted solution]

Hi em451f

Please try the below. Hope it helps.

Since CitiBank processed the corporate card charge after you had already submitted your original expense report, you can generally submit the delayed transaction in a new SAP Concur expense report and attach the original travel itinerary as supporting documentation.

Step_1: Retrieve the original itinerary

1. Log in to SAP Concur.
2. Navigate to Travel → Trip Library (sometimes labeled My Trips).
3. Select Past Trips or Completed Trips.
4. Locate the trip using the original travel dates.
5. Open the itinerary and use Print, Download, or your browser's Save as PDF option, if available.

If the trip is no longer visible, check your original booking confirmation email or contact your Travel Management Company (TMC).

Step_2: Submit the delayed CitiBank Transaction

1. Navigate to Expense → Available Expenses.
2. Locate the recently imported CitiBank transaction.
3. Select Move to Report → Create New Report.
4. Enter the original trip's business purpose and travel dates.
5. Attach the saved itinerary and the applicable receipt.
6. Add a comment explaining the delayed card posting.
7. Submit the new expense report for approval.

Suggested Comment:

This expense relates to a previously completed business trip. The CitiBank corporate card transaction was processed after the original expense report had been submitted. The original travel itinerary is attached for reference. This charge was not included in the earlier report.

Important: Verify that the expense was not already reimbursed or included in the original report. Also, an itinerary may support the travel purpose but does not necessarily replace a required itemized receipt.

Alternative: If the itinerary is unavailable in Trip Library, check the original expense report's attachments or request a copy from your company's travel administrator.

This approach allows you to reconcile the late-posted transaction without reopening the previously submitted report, subject to your company's expense policy.

Thanks & Regards

--

Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant

[KevinD]

@em451f if the itinerary item was already submitted on another report, it cannot be retrieved. What is the expense in question? I'd like to take a look at your reports and expenses to see what options you have.

[samasuraj · Accepted solution]

Hi em451f

Please try the below. Hope it helps.

Since CitiBank processed the corporate card charge after you had already submitted your original expense report, you can generally submit the delayed transaction in a new SAP Concur expense report and attach the original travel itinerary as supporting documentation.

Step_1: Retrieve the original itinerary

1. Log in to SAP Concur.
2. Navigate to Travel → Trip Library (sometimes labeled My Trips).
3. Select Past Trips or Completed Trips.
4. Locate the trip using the original travel dates.
5. Open the itinerary and use Print, Download, or your browser's Save as PDF option, if available.

If the trip is no longer visible, check your original booking confirmation email or contact your Travel Management Company (TMC).

Step_2: Submit the delayed CitiBank Transaction

1. Navigate to Expense → Available Expenses.
2. Locate the recently imported CitiBank transaction.
3. Select Move to Report → Create New Report.
4. Enter the original trip's business purpose and travel dates.
5. Attach the saved itinerary and the applicable receipt.
6. Add a comment explaining the delayed card posting.
7. Submit the new expense report for approval.

Suggested Comment:

This expense relates to a previously completed business trip. The CitiBank corporate card transaction was processed after the original expense report had been submitted. The original travel itinerary is attached for reference. This charge was not included in the earlier report.

Important: Verify that the expense was not already reimbursed or included in the original report. Also, an itinerary may support the travel purpose but does not necessarily replace a required itemized receipt.

Alternative: If the itinerary is unavailable in Trip Library, check the original expense report's attachments or request a copy from your company's travel administrator.

This approach allows you to reconcile the late-posted transaction without reopening the previously submitted report, subject to your company's expense policy.

Thanks & Regards

--

Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant

[em451f · Accepted solution]

Hi Samantha,
thank you for a very detailed and easy to follow solution.
With Regards
Barry Jessel

[em451f]

Hi Kevin,

a solution was already offerd and I have resolved my issue.

Thank you so much for responding.

Regards

Barry