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richardhunley1
Occasional Member - Level 1

How do you get rid of errors when you had to use a personal card?

I could not find my company card before my latest business travel and had to pay everything out of pocket. I kept receipts and submitted all my expenses with the proper details. However, when I go to submit my report, it will not allow me to get reimbursed because it says I must fix the errors first. The errors are that I must wait for company card transactions to import but I did not use one. Any support on this would be greatly appreciated!

 

Thank you,
Rick

1 Solution
Solution
KevinD
Community Manager
Community Manager

@richardhunley1 your company has a rule enabled that says e-receipts and travel segments need to be matched to a company card transaction. So, for the items causing the red alerts, you need to delete them off of the reports then use the Add Expense button to create new entries for these expenses.

 

The deleted items will go to your Available Expenses area. You should be able to delete them from here as well to get them out of the system.

 

Give that a try and let us know if there are any issues.


Thank you,
Kevin
SAP Concur Community Manager
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View solution in original post

3 REPLIES 3
MelanieT
SAP Concur Employee
SAP Concur Employee

@richardhunley1 Hello!  I was able to take a look at your report and the exception that triggered.  You can actually change the payment type from Pending Card Transaction to Out of Pocket.  Once you do that you should be able to submit your report. 

MelanieT_0-1714416961088.png

 

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.

 


Thank you,
Melanie Taufen
SAP Concur Community Moderator
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richardhunley1
Occasional Member - Level 1

Hi Melanie,

 

I was actually referring to my 2 other expense reports that are ready to be submitted. They are labeled as Out of Pocket but still have the errors.

 

richardhunley1_3-1714417639037.png

 

richardhunley1_4-1714417732897.png

 

Thank you,

Richard

 

 

Solution
KevinD
Community Manager
Community Manager

@richardhunley1 your company has a rule enabled that says e-receipts and travel segments need to be matched to a company card transaction. So, for the items causing the red alerts, you need to delete them off of the reports then use the Add Expense button to create new entries for these expenses.

 

The deleted items will go to your Available Expenses area. You should be able to delete them from here as well to get them out of the system.

 

Give that a try and let us know if there are any issues.


Thank you,
Kevin
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.