Cannot Change Payment Type

[Steven_Finup]

The hotel incorrectly charged the hotel to my personal credit card instead of my company card.  In the expense report the hotel shows up as "Pending card transaction".  When I edit the expense the alert message states, "This expense cannot be submitted until it is matched to an imported card transaction. If this was not paid for via card, you may edit the payment type of the expense to reflect the actual payment method."  However the form will not let me edit the "payment type" field it is defaulted to "Pending Card Transaction".  I have confirmed that my personal card was charged by mistake.  How can fix this in the system?

[Steven_Finup]

What I have done for now was to delete the expense from the expense report and to add a new expense.  However, that pending expense still shows up in the system.  I expect I am going to have to justify it at some point.  

[KevinD · Accepted solution]

@Steven_Finup actually you can just delete that pending item out of the system. Most companies allow this and it is a site setting turned on by default. So, go to your available expenses, select the item and then click Delete. 🙂

[joanw]

Hi Kevin, 

I am also facing the same issue and had tried to deleted the card  transaction but it is still reappearing as available expense to submit claim. Thus, I've recreated a new report and repeated the same steps. However, the Payment Type keeps showing "Pending Card transaction". Help please as the issue occurred since end of May. Thanks!  

[simmotis]

Hi KevinD. I have this issue that I cannot submit the report until I change payment method. From I understand, the hotel was booked with a corporate card but paid with a personal card. I am unable to change the payment method. I have tried deleting the expense and re-entering but to no avail. Please advise how I can resolve this. Thanks!

[DeanR]

Hi @simmotis 

If it was paid with a personal card then I would expect the correct action to be to change the Payment Type to 'Out of Pocket' or whatever description your company uses for expenses that are to be reimbursed to the employee.  You may have to manually create a new expense to be able to do that.

[mrm57135]

hello. I had the exact same issue. and ive done the same thing. Did you create the new expense as an 'out of pocket' expense?

[mochik]

Hi,  I have wrong payment type in my report –  I have selected Amount Due employee instead of  withdraw money from ATM. I want assign both withdrawals to the report but how change it to the correct way? The withdrawal should be visible under Cash Advance Utilized Amount in my report as was before but I can not  select it from the list because my Concur Sap version was changed in the view. Any ides how to solve it? I will be very grateful! Thanks!

[doraklein5]

My suggestion would be to delete the report, start a new fresh report and create the expense again.