Company Card Payment Status

[binxx006]

Hello all,

My company recently introduced the sync company credit card feature to Concur Expense (professional version). I created a credit card expense report for testing purposes. The status is stuck in 'processing payment' after the final approval. I am wondering how can I change the status to 'Paid' or 'Payment Confirmed'? Please note that we are paying the credit cards outside of Concur, and I only have limited admin access since I have not taken the training courses.

Best regards,

Bin

[KevinD · Accepted solution]

@binxx006 I believe these are the steps you are looking for:

The function of the status 'Client Paid' is that you are telling Concur that the report will be paid out through the company's accounting department (outside of Concur). 

1. Go to Administration > Company >Tools
2. Click on Monitor Payees
3. Select Find reports payees where: for example to Employee Last name - Contains - write in the last name of the desired employee
4. Change Status to Any
5. Press Search
6. Select a line item with the report
7. Click on button Client Pay 

[binxx006]

Hi Kevin, Thank you for your reply. I reached out to the support, here is the response from them:

'We appreciate the prompt response but I regret to let you know that the feature to create a batch outside Expense Pay has been removed when you upgraded to the Professional platform.",

I think the only option for me is to manually run the Extract job. The only thing I don't like about it is that the job process all the reports that are in 'processing payment' status

[KevinD]

@binxx006 did you try the steps I posted above?