'pending card transaction'

[DLR6718]

I've been waiting two weeks for this line item to lose the 'pending card transaction' status.  May I learn how to resolve this issue, which blocks the ability to submit the expense report?   

pending charge to corp visa

[Meena_K]

Hi @DLR6718 ,

Concur Expense uses the Pending Card Transaction payment type for eligible expenses to ensure accurate expense reporting and policy compliance.

This typically occurs when a user adds an Available Expense to an expense report before the corresponding corporate card transaction has been received and matched in Concur. Common sources of these expenses include Itineraries, e-Receipts, and ExpenseIt entries.

As a best practice, we recommend leaving the expense item in the Available Expenses section until the payment type is automatically updated. Once the card transaction data is received in Concur, the system will match the card transaction to the expense and update the payment type accordingly.

To resolve the issue, please check whether the corresponding card transaction is available under Available Expenses. If it is available, you can combine the card transaction with the existing Pending Card Transaction expense. This should resolve the issue and update the expense appropriately.

Regards,

Meena

[DLR6718]

HI Meena, thank you for responding.  The charge is over a month old, this seems beyond a normal processing time.  thoughts or suggestions?

[Meena_K]

Hi @DLR6718 ,

Please check the following:

• On the Home page, verify whether the transaction is available under the Available Expenses section.
• Check if the transaction has been added to an unsubmitted expense report.
• Verify whether the transaction has already been submitted as part of another expense report.

If the transaction is not found in any of the above locations, please check whether it has been moved to a hidden status.

Please note that you must have Expense Company Card Administrator access to verify hidden transactions.

To view and release a hidden transaction:

1. Navigate to Administrator.
2. Under Company, select Tools.
3. Click Manage Transactions.
4. Enter the Start Date, End Date, and either the Employee ID or the last four digits of the card number.
5. Search for the transaction.
6. Once the transaction is located, select it and click Release to Employee.

The transaction should then become available to the employee under the Available Expenses section.

[DLR6718]

thank you.  The expense item sat in  Avail Exp for about a two weeks, then I moved it to an expense report, where it still showed 'pending'.  I've just moved it back to Avail Exp.  So I see the line item, but it shows 'pending'.  Would I still need to look for 'hidden expenses' in this instance?

[Meena_K]

Hi @DLR6718 ,

No, you need to combine the expenses, select the pending card transaction (created by expenseIt) and the card transaction and click on combine expense.

If you are unsure, please share the screenshot, I will assist you further

Regards,

Meena

[DLR6718]

unfortunatley there is no line item to match up with this pending charge.  Where would I see if I have 'navigator' access?  I looked but didn't see that. ty!

[KevinD · Accepted solution]

@DLR6718 when dealing with Pending Card Transactions items, 95% of the time the credit card charge that should be matched to the pending item has already been submitted. This is the case with your scenario. If you go look at the report named: Elicitide Wokshop, you will see a credit card charge with an amount that exactly matches the amount of the Pending Item.

So, going forward the biggest tip for these pending items is to always go back and look at previously submitted reports. Most likely, you will find the item has already been submitted.