pending card transation

[sumaya1]

Hi,

I’m having an issue with receipts uploaded through the SAP Concur mobile app.

Sometimes, when I upload a receipt, Concur correctly recognises it as Cash, but other times it puts it under Pending Card Transactions.

Does anyone know what determines this behaviour?

I actually want the receipt to be recognised as Cash, as these are expenses that I have paid personally. 

Is there a reason why some receipts uploaded through the app are being picked up as Pending Card Transactions while others are recognised as Cash? Is this based on the receipt details, matching, or some Concur configuration?

Any ideas would be appreciated. Thanks!

[cjmarimo · Accepted solution]

hello @sumaya1 ,

This behavior is usually related to SAP Concur configuration and not necessarily to the receipt data itself.

When a receipt is uploaded through the mobile app (or ExpenseIt), Concur may assign the payment type Pending Card Transaction if the system believes it could be associated with a corporate card transaction that has not yet been imported or reconciled.

Many organizations configure Concur so that expenses created manually or from receipts are initially recorded as Pending Card Transaction. The purpose is to prevent users from claiming as a personal expense a purchase that was actually paid with a corporate card.

In our company, this is configured this way.

If some receipts appear as Cash and others as Pending Card Transaction, it could be due to:

• The specific configuration of expense types or payment methods in your Concur instance.
• A corporate card being assigned to your user profile.
• The system attempting to match the receipt with a card transaction that has not yet been imported into Concur or reconciled.

If the expense was genuinely paid personally, it should normally be possible to change the payment type to Cash / Out of Pocket (unless your company has restricted that field through configuration).

In any case, it is worth checking with your company's Concur administrator to confirm which payment and reconciliation rules are configured in your environment.

[KevinD]

@sumaya1 if you provided examples you see of each, we could provide a little more concrete explanation.