Alert "This expense cannot be submitted until it is matched to an imported card transaction"

[tonylmartinez72]

Alert "This expense cannot be submitted until it is matched to an imported card transaction" prevents me from submitting the expense report.

This expense corresponds to the invoice for the car rental I made through HERTZ Car Rental. The only thing I can see is that the invoice issued by HERTZ has a value of $302.25 and the amount that appears on the CITI corporate credit card statement is for $303.00.

The value of the expense ($302.25) that appears reported in the SAP Concurs portal does correspond with the invoice issued by HERTZ but not with the one that appears related to the corporate credit card statement through which said expense was paid.

I am not sure if this is the only thing that is causing this alert? And if this is the problem, I do not know where I should go to correct this error and be able to continue with the process to submit the expense report.

[PoojaKumatkar · Accepted solution]

Hi @tonylmartinez72 ,

Error is getting triggered because you have selected credit card payment type while creating expense entry and not linked associated credit card transaction into your expense.

If it is a credit card entry then you should wait until that credit card transaction get imported to Concur or available under Available Expenses section. Once it is available in your profile then you can move it to the expense report. Also, for all the credit card transactions most of the standard fields such as transaction date, vendor name, amount and payment type will get auto populated by the system and those will be in read only mode.  

Attaching similar article for your reference. Please try suggested solution and check if it gets resolved.

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

[PoojaKumatkar · Accepted solution]

Hi @tonylmartinez72 ,

Error is getting triggered because you have selected credit card payment type while creating expense entry and not linked associated credit card transaction into your expense.

If it is a credit card entry then you should wait until that credit card transaction get imported to Concur or available under Available Expenses section. Once it is available in your profile then you can move it to the expense report. Also, for all the credit card transactions most of the standard fields such as transaction date, vendor name, amount and payment type will get auto populated by the system and those will be in read only mode.  

Attaching similar article for your reference. Please try suggested solution and check if it gets resolved.

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

[KevinD · Accepted solution]

@tonylmartinez72 do you see a Citi card transaction in your Available Expenses? If so, you can match it to the Hertz Car Rental item. Although the amounts are slightly off, the amount charged to the Citi card will override the amount shown on the Hertz item when added to your expense report.

If the Hertz item is sitting on an expense report, then take the Citi card charge for the rental car and add it to the same report. Once both items are on the same report, click the checkbox that you see to the left of each item. When both items are selected, you can use the Combine button to merge the two expenses. This will clear the Alert.

Let me know if you have any issues trying this.