Customer is getting an error like "This expense Cannot be submitted until it is matched to a imported card transcation" when attempting to submit expense report.
This is a setting to prevent duplicate expenses being submitted where the user has expenses coming from ExpenseIT or E-receipts and is a corporate cardholder. It forces them to be matched to the imported card transaction if they relate to the same transaction. Concur attempts to match them automatically but it doesn't always work and the matching must be done manually.
@Ravali this can also happen if the customer has the Payment Type for new expenses set to default to Pending Card Transaction. If this is the case and the expenses are out of pocket, the user can then just change the payment type to Cash/Out-of-Pocket or whatever the customer has named that payment type.
The Import Personal Card Transactions window now shows all of the transactions downloaded from your financial institution. Select those charges that you would like to import into your expense report by clicking on the box on the left hand side. Once all items to be imported are selected, click Import.