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johnkonwick
New Member - Level 1

Payment Type

I import most expenses via mobile app. Many of my expenses but not all, show payment type as cash when a credit card was uses and receipt image uploaded. How do I stop this?

 

Thanks,

John

3 REPLIES 3
KevinD
Community Manager
Community Manager

@johnkonwick hello there. I went in and looked at your expense report. I see several expenses that have a little mobile phone icon next to them. So, I want to ask you...when you pay for a business expense, you use your corporate MasterCard, correct? Can you please tell me what you do next? Do you go into the mobile app? If so, what are you doing when you first go into the mobile app? 

 

Walk me through the steps you are taking? I have an idea of what is happening, but need you to explain what you are doing so I can know if what I think is happening is indeed happening. 🙂

 

I'll await your reply then assist from there.


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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Nancyagfa
Routine Member - Level 2

If you open your report on your computer, Concur will match most of those charges that were manually created, as long as the date and totals match, and as long as the report has not been submitted.  

KevinD
Community Manager
Community Manager

@Nancyagfa you are correct. I was able to connect with @johnkonwick and explain what was happening. It was a case where he was taking pictures of receipts in the mobile app (not with ExpenseIt) and it was uploading them into his available expenses instead of Available Receipts. So, it was creating an out of pocket mobile expense and wasn't always getting matched to the card charge. 🙂


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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