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.

[Banansys]

Thank you for the info
I have this issue where 100% of receipts i take a picture of in the app or email to [email protected] are always "pending card transaction" when they should always be "personal credit card"

I reached out to my internal concur admin and they said "that's just the way it is"

Can you give me specific instructions on how they would change it so any receipt i take a picture of or email is "personal credit card" and never "pending card transaction?

[KevinD]

@Banansys the Pending Card Transaction payment type is coming up as the Default because you are using our ExpenseIt feature. If you would like this to stop, you will need to sign in, click your initials in the upper right corner then select Settings. On the Settings screen look for Expense Preferences underneath Expense Settings. On the Expense Preferences screen, uncheck the last two boxes then click Save. You would also need to turn off ExpenseIt in the mobile app. To do this sign in to the mobile app then click your initials in the upper right. On the next screen select Settings. On the Setting screen, slide the toggle for ExpenseIt off. What this should do is when you take a picture of your receipt in the mobile app, you will see the item appear in your Available Receipts, rather than in your Available Expenses. You would then need to manually create expenses on your report and then attach the receipt. 

The alternative is to leave things as they are and simply change the Payment Type. I think this is the better option as it will be less data entry since ExpenseIt fills in the date, amount, vendor and the expense type for you. 

I don't believe there is anything they can do so it defaults to Personal Credit Card since the ExpenseIt feature is being used. Even if they could do it, they cannot make this change for just one user. 

[KevinD]

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

[Banansys]

100% of the receipts i take a picture of or email to [email protected] are classified as "pending card transaction" when the receipt clearly shows none are "pending" and all should be "personal credit card".  the receipt even says "tender: Visa" with a confirmation #