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

[richardhunley1]

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

[MelanieT]

@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. 

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[richardhunley1]

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.

Thank you,

Richard

[KevinD · Accepted solution]

@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.