Updated pending transactions

[Grieuclarke]

Why are my credit card transactions set to pending no longer matched when the transaction appears from the credit card company in concur. It used to work.

[asansolo]

Hello @Grieuclarke , thank you for reaching out on the Community. Below are a few reasons this may be happening:

Possible Causes

1. Transaction ID or reference number changes - The transaction identifier may change between the pending status and final posting from the credit card company
2. Amount discrepancies - Minor differences in transaction amounts between pending and final transactions (due to currency conversion, fees, or adjustments)
3. Timing issues with transaction processing - Delays in credit card feed imports or processing windows affecting the matching window
4. Concur matching rules configuration - Matching criteria may be too restrictive or configured incorrectly for your credit card program

Validation

• Confirm transactions are properly matched - Verify expense reports show correct payment method and amounts
• Check for duplicate entries - Ensure no duplicate transactions exist in both pending and final status
• Validate expense report submission - Confirm reports can be submitted (expenses with "Pending Card Transaction" payment type cannot be submitted)

After checking the possible causes against your transactions in question, I recommend making the appropriate adjustments or reaching out to Concur Administrator or Direct Manager if you are unsure of what to do.

[KevinD]

@Grieuclarke in addition to what @asansolo posted, I always recommend to users that when they see a Pending item in their Available Expenses, to leave it there until it gets matched. It just seems to work a little better that way. 

Just my opinion from my experience.