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When my staff are uploading photos via expenseIt, the Expense Type is reverting to cash, and is deleting the "Company Paid Credit Card" option. We do not accept Cash expenses, which often means we have several expenses that do not download into our accounting system each month. How do we get ExpenseIt on the App to stop changing the expense type to Cash?
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dear @pettyjohn
you should give a few days until the credit card feed into the system so there will be an automatic match between your expense receipt and the credit card transaction, otherwise it will just create a line as "cash" if not yet linked to an identical credit card transaction.
I am neither a fan of ExpenseIt, as fairly enough creates those issues also in company I worked for, and always suggested to people to be aware on how it works, otherwise is better to take pictures of the receipts (add receipts) and doing the final expenses on the laptop later on, with all card transactions fed where the employee would just need to move around receipts matching to the correct transaction.
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
dear @pettyjohn
you should give a few days until the credit card feed into the system so there will be an automatic match between your expense receipt and the credit card transaction, otherwise it will just create a line as "cash" if not yet linked to an identical credit card transaction.
I am neither a fan of ExpenseIt, as fairly enough creates those issues also in company I worked for, and always suggested to people to be aware on how it works, otherwise is better to take pictures of the receipts (add receipts) and doing the final expenses on the laptop later on, with all card transactions fed where the employee would just need to move around receipts matching to the correct transaction.