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james
Occasional Member - Level 1

Match multiple card transactions to a single e-receipt?

I'm familiar with doing a match between a card transaction and a receipt where the matching hasn't happened automatically. However, I have the following scenario:

  • 25 night hotel stay
    • Hotel posts a charge to the corporate card every 7 days
    • Hotel issues an e-receipt at end of stay which covers the 25 nights
  • The manual match only supports 1:1 matching

Have I missed some functionality where I can match the 4 card transactions (imported from the corporate card provider) to the single e-receipt or do I just scan the paper bills associated with each 7 days and discard the e-receipt?

1 Solution

Accepted Solutions
SAP Concur Employee
SAP Concur Employee

Re: Match multiple card transactions to a single e-receipt?

Don't worry, you didn't miss anything in regards to matching mutliple card transactions to a single e-receipt. It isn't something that can be done. You will have to take pictures of the multiple pages of the receipt as you mentioned. 

Kevin

6 Replies
SAP Concur Employee
SAP Concur Employee

Re: Match multiple card transactions to a single e-receipt?

Don't worry, you didn't miss anything in regards to matching mutliple card transactions to a single e-receipt. It isn't something that can be done. You will have to take pictures of the multiple pages of the receipt as you mentioned. 

Kevin

james
Occasional Member - Level 1

Re: Match multiple card transactions to a single e-receipt?

Thanks Kevin, if there's an opportunity for this functionality to go on the product backlog it could be useful (I've no idea how common this scenario is). Maybe something like

Given I am a Concur Expense user
And I have a receipt for $1000
And I have card transactions
300
300
400
When I select all these line items
And all card transactions are for the same merchant
And the sum of the card transactions equal the receipt amount
Then the UI will show a 'Match' button
And allow me to associate all these card transactions with one receipt

SAP Concur Employee
SAP Concur Employee

Re: Match multiple card transactions to a single e-receipt?

Under the NextGen Expense UI, you have a new option (if you turn it on for your organization) - linking multiple expenses to the same receipt image within the same report.

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debhoist
Occasional Member - Level 1

Re: Match multiple card transactions to a single e-receipt?

Please advise of navigation to "turn on" the  linking multiple expenses to the same receipt image within the same report. I presume it would be in the Receipt handling Option. However, such an option does not appear to be visible.

SAP Concur Employee
SAP Concur Employee

Re: Match multiple card transactions to a single e-receipt?

Concur Expense does not support linking multiple card transactins to one e-receipt. You can link the e-receipt to one of the card transactions so that your company benefits from the additional information.  The other 4 card transactions would need to be separate expenses, with supporting documentation to comply with your company policy such as a receipt image.

 

Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image.  This option would need to be enabled for the company under Expense Administration - Site Settings. 

debhoist
Occasional Member - Level 1

Re: Match multiple card transactions to a single e-receipt?

According to Concur Support, this is only available in Professional version of Concur.