system is automatically chosen payment type CASH.

[Margriet]

in the concur app,  the invoice was uploaded and the system automatically choose CASH in stead of a possibility of using a WBS code.  

the company credit card was used so CASH is incorrect.

any ideas?

[PoojaKumatkar]

Hi @Margriet ,

As per Concur standard design for all manually created expense types, default payment type has been set up as 'cash'.

Regarding credit card expenses, you need to wait until those transactions get imported to Concur and available under 'Available Expenses' section in your profile. Once transactions are available, you can move those transactions to your expense report and submit your report. For credit card transactions, most of the information such as expense type (if incorrect update manually), transaction date, vendor name, amount, city of purchase and payment type as 'credit card' will get auto updated and it will be in read only mode. 

If this answers your query, then please mark solution as accepted.

[Margriet]

hi Pooja. that is clear and most of the time this is happening. but this time, the invoice was uploaded in the expense and the expense was showing CASH. is there a way to reset this expense in concur App?

[PoojaKumatkar]

Hi @Margriet ,

Can you please provide a screenshot. Just want to check that expense first.

Also, can you please confirm whether you have created this expense manually or this is a credit card imported transaction from your available expenses section.

[Margriet]

I requested this on behalf of my colleague Odette Groot.

[PoojaKumatkar]

Hi @Margriet ,

@KevinD - Can you please help here. 

[KevinD]

@Margriet I'm looking at Odette's expense reports and I do not see one with the name 06-01-2025 Nota. In looking at her past reports, I can see that on the report named Oktober in the amount of EUR 180.15 there is a hotel expense with a transaction date of 24 october. This is for the Aviator hotel. In the screenshot you provided, I can see that the vendor name is Aviator. So, it looks as if she has already submitted this expense. 

I will consider this issue resolved since she has already submitted the expense. Likely what happened is she either used the app to capture a receipt and the system created an entry or she created the entry manually.  Since this entry wasn't matched to a company card transaction yet, it defaulted to Cash as the payment type. 

[KevinD]

@Margriet a screenshot of what you are describing would be very helpful to better assist you. Also, if you send me the name of the person's whose expense report you are working on, I can take a look. I looked at your profile, but didn't see any reports, so I figured you were acting on someone else's behalf. 

[Margriet]

hi Kevin

my colleague Odette Groot asked me to have a look. see the screenshots above. transaction date is 25 oct 2024