Solved: How to reclassify expenses after re-imbursment?

lalaghbash · ‎Sep 21, 2023

I mistakenly submitted an expense to the wrong code. Now that it has already been processed, how can I reclassify it?

Thanks!

rohanpatil · ‎Sep 21, 2023

Simple answer would be that for most clients this is not going to be possible due the way in which integrations are setup.

Best next alternative would be to create a new report, record negative expense using the incorrect code and a positive expense with the correct code. This should fix the accounting.

Other possibility is accounting team fixes in ERP system directly. Best to check for guidance with IT support team/ Concur administrator.

Hope this helps.

Best regards,
Rohan

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Best regards,
Rohan
Fellow Concur Site Administrator
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View solution in original post

rohanpatil · ‎Sep 21, 2023

Hi @lalaghbash ,

Simple answer would be that for most clients this is not going to be possible due the way in which integrations are setup.

Best next alternative would be to create a new report, record negative expense using the incorrect code and a positive expense with the correct code. This should fix the accounting.

Other possibility is accounting team fixes in ERP system directly. Best to check for guidance with IT support team/ Concur administrator.

Hope this helps.

Best regards,
Rohan

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.

Best regards,
Rohan
Fellow Concur Site Administrator
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.

KevinD · ‎Sep 21, 2023

@lalaghbash echoing a bit what @rohanpatil once a report is fully processed, the report cannot be changed in any way in the Concur Expense system.

Thank you,
Kevin Dorsey
SAP Concur Community Manager
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