unsubmitted company card transactions that exceed the age limit

[Loes]

Who can help me??

I have received this message: Action: You have unsubmitted company card transactions that exceed the age limit allowed by company policy. These transactions must be submitted first in a separate report before any other cash or credit card transactions can be submitted. If these transactions are already assigned to another unsubmitted report, it is listed here and must be submitted first:"  
When i want to submit my expense report (i send it already but it came back, than i made a change in it, and my chapter lead forget to approve the report) I can  nog submit the report. What do i wrong? Why isn't it possible te submit the report?

[cjmarimo · Accepted solution]

Hello @Loes,

Do you have both old and recent transactions in the same report?

If so, it would be better to separate them: old and recent transactions should be included in different reports.
Please avoid mixing old transactions with recent ones and group all the old transactions into a single report.

Once you have submitted the report with the old transactions, you will be able to send the current report without any issues.

BR,

cj

[Loes · Accepted solution]

Hi Cj, thanks for your quick reaction. In the first picture you see my first report. After the alert i got the alert i made an new report. That is the second picture. Both report i can't submit because of the red alarm.

[cjmarimo · Accepted solution]

Hello @Loes,

Do you have both old and recent transactions in the same report?

If so, it would be better to separate them: old and recent transactions should be included in different reports.
Please avoid mixing old transactions with recent ones and group all the old transactions into a single report.

Once you have submitted the report with the old transactions, you will be able to send the current report without any issues.

BR,

cj

[Loes · Accepted solution]

Hi Cj, thanks for your quick reaction. In the first picture you see my first report. After the alert i got the alert i made an new report. That is the second picture. Both report i can't submit because of the red alarm.

[PoojaKumatkar · Accepted solution]

Hi @Loes ,

Please try below and let me know whether your issue get resolved.

Creating separate report for credit card transactions (greater than 30 days old Transactions only):

1. Delete all credit card transactions from both reports. (Payment type = NL CBCP)
2. The deleted transactions should now appear under Home Page >> Available Expenses. Click on Date to sort the transactions by date.
3. Select all older transactions (more than 30 days old) and move them to a new report. I can see that you have all March transactions — please select all of them and move them to the new report.
4. Complete all required expense report header details and click Save.
5. Fill in all required expense entry details and click Save.
6. Submit the report.

How to check CC transaction age is greater than 30 days:

Note - As per the standard audit rule, if any credit card transaction is more than 30 days old, this error message will be triggered for those transactions. Since all the transactions in your report are from March, they have already exceeded the 30-day limit, which is why the audit rule is being triggered.

Once the above report has been submitted successfully, you can create another report for all cash transactions and then submit the second report. This time you shouldn't face any issue while submitting report.

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

[KevinD]

@Loes give this video a watch as it walks through how to clear this error: https://www.youtube.com/watch?v=H7bJAYIKDDw&list=PLLNSVdjqNPVvTUAILmiLTD8HscOFTzKVp&index=3.