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m336633
New Member - Level 1

It's a credit card receipt, but it was selected as cash.

Dear,

This is Joy Park in Merck.

I had a meal with an employee on October 31st using the company corporate card.
I have attached the credit card receipt showing the menu and prices to Concur.
However, there is an issue where the expense reimbursement type can only be selected as 'cash' in the app. It seems that the app is not properly recognizing the receipt.

I attached the photo of the receipt below.
Could you please help me resolve this issue?

Receipt.jpg

Thank you.
Joy Park

1 REPLY 1
PoojaKumatkar
Routine Member - Level 3

Hi @m336633 ,

 

You don't have to create expense entry for your credit card transaction manually. Usually, all credit card transactions will get imported to Concur in X number of days (based on the frequency set up in backend) and it will be available in your profile under Available Expenses section as shown below.

From there you can select specific transaction and move it to an expense report. Once it is moved to an expense report, you will see few standard fields such as transaction date, vendor name, amount, payment type/reimbursement type are getting auto populated and will be in read only mode and rest of the missing information you need to fill in manually. 

 

Usually in expense module, 'cash' payment type has been configured as a default payment type, hence user will see only cash payment type in drop down list at the time of manual expense entry creation. However, if credit card transactions system will automatically pick payment type as 'credit card' and it will be in read only mode. This is Concur's default behavior. 

 

I would suggest waiting for few more days until transaction is getting imported to Concur and available in your profile. If it still doesn't show or available after few days, then you can reach out to your company Concur Administrator and check for the same. 

 

PoojaKumatkar_1-1731398229436.png

Transaction after moving to expense report.

PoojaKumatkar_2-1731398885849.png

 

If this answers your query, then please mark solution as accepted.

 

Thanks!
Regards,
Pooja