@pucenavel what I would do is delete both items from your current report. This will put them back in Available Expenses. Once there, follow the steps in this article: How Do I Separate Automatically Matched Expenses?
This will allow you to then manually match the items correctly.
Let me know how it works out for you.
Thank you,
Kevin
SAP Concur Community Manager
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@pucenavel what I would do is delete both items from your current report. This will put them back in Available Expenses. Once there, follow the steps in this article: How Do I Separate Automatically Matched Expenses?
This will allow you to then manually match the items correctly.
Let me know how it works out for you.
Thank you,
Kevin
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.
@m_castro let me make sure I understand what is happening...you already have a receipt image and/or e-receipt added to an expense report. You then have a company card transaction upload into your available expenses that you, using the mobile app, add to the report and it isn't getting matched to the receipt? Did I summarize that correctly?
I'll await your reply.
Thank you,
Kevin
SAP Concur Community Manager
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Hi Kevin. Thank you for your time. I wanted to let you know that I always add my corporate card purchases with the receipt at the time of the transaction to keep things organized. Two or three days later, the expense would appear in my SAP Concur Android app and be automatically matched. A month ago, this "match" function stopped working, and I have to re-enter all the information again. I never changed any settings in Concur Online. Could you please help me with this?
Thanks!
@m_castro From your description it sounds like you are capturing your receipt for a company card purchase but then also manually creating an entry for this expense as well, is that correct? Can you provide me exactly what you do when you have a card purchase please?
From what you posted, it sounds like you might be doing a little more than you need to, but I need to know exactly what your process is/steps taken when you make a purchase and enter it into the app. I'll await your reply.
Thank you,
Kevin
SAP Concur Community Manager
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@m_castro what happens when you try to combine the two items on the web version?
Also, is your company using ExpenseIt?
Thank you,
Kevin
SAP Concur Community Manager
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@m_castro usually when something won't merge it is because the source of the items is the same.
If you have ExpenseIt enabled, then just take a picture of the receipt in the mobile app, no need to manually create the entry. The picture will create the entry for you. This will be less steps for you. Then, let the ExpenseIt item sit there, do not add it to a report until it gets matched to the company card charge. Give that a try.
Thank you,
Kevin
SAP Concur Community Manager
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@m_castro love the X Files reference. Well done. What I would suggest is next time this happens, take screenshots of the receipt image when it first shows in the expense list, then when the card transaction comes in and is not matched, take a screenshot of that as well to show they aren't being matched. Then have one of your site admins submit a help ticket to Concur Support. I'm going to send you a list of names you can contact at your company in a private message. I believe "the truth is out there". 🙂
Thank you,
Kevin
SAP Concur Community Manager
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@m_castro if someone at your company has already contacted Concur Support, then the wheels are in motion. I'm sure they provided the necessary details to Support. In the mean time I think you will need to turn off ExpenseIt. You can still use the app to capture receipts, but instead of it creating an expense entry, it will simply store the receipt. Then when the card transaction comes in, add that to the report, then assign the receipt image you captured for that expense to the entry.
Thank you,
Kevin
SAP Concur Community Manager
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