Travel exepense report error

[JosephMensah]

Good day,

I'm getting this error when I try to submit an expense report.

Error: This expense cannot be submitted until it is matched to an imported card transaction. If this was not paid for via card, you may edit the payment type of the expense to reflect the actual payment method.

Please share your opinions on a solution for this.

Thank you,

Joe

[asansolo · Accepted solution]

Hi @JosephMensah, please information below related to the error message you are seeing in your expense report. If after following these steps your issue persists, I recommend reaching out to your SAP Concur Admin and if you aren't sure who that is, reach out to your direct manager for a contact.

• Primary Cause: The expense entry is configured to require matching with an imported company card transaction, but no matching transaction has been found or linked
• Contributing Factors:
  • Card transaction may not have been imported yet from the card provider
  • Expense was actually paid with a different payment method than company card
  • Transaction amounts or dates don't match between expense entry and imported card data
  • Card transaction may have been matched to a different expense entry

Resolution Steps

1. Verify Card Transaction Import Status

   • Check if the card transaction has been imported into SAP Concur
   • Navigate to Available Expenses section to view unassigned company card transactions 
   • Allow 2-3 business days for card transactions to appear after the purchase date 

2. Match Expense to Card Transaction

   • In Available Expenses, locate both the expense entry and the corresponding card transaction 
   • Select both items and click Match to combine them manually
   • If items are already in an expense report, select both and click Combine

3. Correct Payment Type if Necessary

   • If the expense was NOT paid with the company card, edit the expense entry
   • Change the payment type to reflect the actual payment method (Cash, Personal Card, etc.) 
   • This will remove the requirement for card transaction matching

I hope this helps!