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laraghrawy
New Member - Level 1

How does a refund reflect on Concur Expense?

Hi Team SAP Concur,
I purchased an item from Amazon and I returned it. The expense showed on my Concur Expense. My question is: Will the refund show as well? How do I submit the claim afterwards?

Thanks for letting me know.

1 Solution
Solution
KevinD
Community Manager
Community Manager

@laraghrawy when the refund is processed, you should see a new negative charge in Concur Expense. Once that refund is available, add it and the original charge to the same expense report. They will cancel each other out. You will need other expenses on the report since a zero amount report cannot be submitted.


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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3 REPLIES 3
Solution
KevinD
Community Manager
Community Manager

@laraghrawy when the refund is processed, you should see a new negative charge in Concur Expense. Once that refund is available, add it and the original charge to the same expense report. They will cancel each other out. You will need other expenses on the report since a zero amount report cannot be submitted.


Thank you,
Kevin Dorsey
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.

View solution in original post

allens2
New Member - Level 1

Kevin, how do I add the negative charge to another one? I have a number of refunds to deal with as a result of a cancelled trip. I cannot see how to do this....

 

KevinD
Community Manager
Community Manager

@allens2 what do you mean "how do I add a negative charge to another one?" Another what? Expense Report?

 

One thing to keep in mind when dealing with refunds is that hopefully the original charges have not been submitted yet so you can add the original charge and refund to the same report.

 

If that isn't the case, you can still add the refunds (negative amount charges) to an expense report, you just need to be sure that there are enough positive card charges on the same report that add up to at least $1 more than the refunds. The reason is you cannot submit a negative or zero amount expense report. 

 

Also, treat a refund card charge as you would any other card charge. 🙂


Thank you,
Kevin Dorsey
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.