concur date not matching actual transaction date

[tweede]

I had a travel meal on 11/16 - receipt and credit card company confirm 11/16. Concur has listed for 11/17 - now exceeds 11/17 budget, how do I fix this?

[KevinD · Accepted solution]

@tweede the message you are seeing is a warning/reminder only. It won't block report submission. Use the Comment field on this entry to explain the date for the expense was actually 11/16. 

[bgraves10]

I added a comment explaining the date difference, but it will not let me submit the expense report stating "please check your entries and correct"

[KevinD]

@bgraves10 The system will not let you have two Dinner expenses with the same date. I would suggest making Panera a breakfast expense and Panda a lunch expense. That should clear up the red exception. I looked at the rule that is causing the red exception and I don't think it was created correctly. 

The other thing is the transaction date of company card transactions cannot be changed, so changing the expense type is how to get rid of the blocking exception.

[jdwyer]

My SAP Concur transaction date is always showing the prior date when entering manual expense and will not change date when i change the date box

[KevinD]

@jdwyer so I'm clear...you are clicking Add New then Create New Expense and seeing the date field populated, correct? The system copies the date from the last entry you create as it is assuming some of your transactions occurred on the same day.

However, you say it will not let you change the date? That should not be happening. I'm going to go into your profile and try adding an entry to see if the same thing happens to me.

[KevinD]

@jdwyer I just created an entry and was able to change the date with no issue. Could you walk me through exactly what you are doing? Are you clicking the little calendar icon to change the date or are you manually entering in the correct date?

[gnavon]

I’m experiencing the same issue, and I don’t understand how this is considered “resolved.” Not being able to edit an incorrect transaction date is a real problem—it triggers the warning: “You have exceeded your daily threshold of $XXX for meals.”

[KevinD]

@gnavon not being able to edit the transaction date is a decision your company made. The option to allow the changing of Transactions Date is in SAP Concur. You'll need to speak to those at your company who are in charge of SAP Concur site administration and let them know the issue. Turning the option on, takes literally 30 seconds, but some companies don't allow it because it can cause issues with rules in place that are based on daily limits. 

It can't hurt to make the request. 🙂

[gnavon]

Thank you Kevin. Just wondering, why is the transaction date different than what i see in the receipt? Is it because the credit card transaction got delayed to the next day? Ot a wrong OCR of the receipt?

[KevinD]

@gnavon most likely due to the vendor and when they actually processed the transaction. Unfortunately, that isn't something you can do anything about. 

If this continues to happen regularly, I would bring it up to your site admins. Actually, I would bring it up to them now. I'm sure someone else will experience the same thing.