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Hello good afternoon.
Here at the company, when we have employees who are laid off, we look to see if they have any credit card expenses on their account.
Note that they do, we only have the option of hiding the expenses, however, after hiding, these expenses do not appear in the card reconciliation report.
Is there another way to reconcile expenses for those who have been terminated?
Solved! Go to Solution.
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@Rodrigo_da123 This would be something you could submit as an improvement request. To submit a new improvement request or vote on an existing improvement request, please visit the Customer Influence Website.
Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
@MelanieT Hello, can you give a step-by-step guide on how to make a new suggestion on the website?
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@Rodrigo_da123 here is a resource that might help: https://www.concurtraining.com/cnqr/continuous-influence-sessions.
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This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
If we have employees who have unsubmitted card transactions after they leave then we'll get a delegate/proxy to process them through Concur on their behalf. We don't hide the transactions in Concur as we need all of the transactions to be passed through to our accounting system.
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@DeanR Dean, in this case, we need to create a fictitious user in the system, how do we reconcile it, through virtualization?
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I'm sorry, I don't understand - why would you need to create a fictitious user in Concur when the terminated employee already had a user account? And I don't know what you mean by virtualization.
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@Rodrigo_da123 @DeanR is correct. Use the Proxy or Delegate option to submit the expenses. If you hide them, they cannot be reconciled.
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@KevinD kevKevin, in fact the other way to hide it is by virtualizing the Employee and reporting it as an email from HR in the notes attachment, authorizing the write-off.
Because after hiding the expense, they do not appear in the invoice reconciliation when they are being paid.
I wanted to make a suggestion to Concur, to create a field in manual reconciliation expenses, after the employee is terminated.
We would inform the employee's ID and reconcile it as disconnected.
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
@Rodrigo_da123 This would be something you could submit as an improvement request. To submit a new improvement request or vote on an existing improvement request, please visit the Customer Influence Website.
Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
@MelanieT Hello, can you give a step-by-step guide on how to make a new suggestion on the website?
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
@Rodrigo_da123 here is a resource that might help: https://www.concurtraining.com/cnqr/continuous-influence-sessions.
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text