Pcard Statement Report

[MNash]

When I move expenses to a report, they all get flagged that they are Pcard expenses and must be removed and attached to a Pcard Statement Report, but I can't find any documentation on that. I'm stuck!

[KevinD · Accepted solution]

@MNash I looked at your profile and you have not been assigned the Company Bill Statement user permission. By having this permission, the system will automatically place your PCard transactions onto the correct report type, which is a Statement Report. I'll send you a private message with the names of people at your company that can add this permission. Check the little envelope icon near your name in the upper right-hand corner. 

[keagansatterfie]

That's a great aid! cookie clicker

Sincerely

[BConerd]

Hello Kevin,

I am having the same issue, could you assist me with this as well?

[KevinD]

@BConerd sending you a private message. 

[AbbyN]

Hey Kevin!

I'm new also and have the same issue. Can you please assist?

[KevinD]

@AbbyN @rhuert4 and @CharissaRuffin my three suggestions:

1. If you have a company notes section on the home screen of SAP Concur, look to see if there is any link or contact information for getting help.

2. Speak with your direct manager to see if they can provide some insight. Unless your manager is brand new as well, they should have either experienced submitting their own expenses or approving reports.

3. Your site administrators are usually people in Finance, Accounting or Payroll/HR departments. I would reach out to them. 

I cannot give one answer that would cover all three of your situations since different companies do things differently. 

[rhuert4]

Hi I'm having that problem also. Can you please help?

[CharissaRuffin]

Hi Kevin,

I'm apparently having the same issue.  I'm getting the error: P-card transaction cannot be submitted on Expense Report. Please contact your Administrator.  Please share who I should contact.  Thank you.

[michellencp]

Hi, this affects me too. Any way to check my account?

[KevinD]

@michellencp if you open the report in question, click on Report Details. From the drop down select Report Header. When the header details appear look for a field labeled Policy. You can change the policy of the report to match the types of transactions. 

If you do not have the option to change the report policy, please let me know.

[michellencp]

Hi. In the Header details, there is no field labeled "Policy." I have reached out to internal folks hoping to get help with my permissions, but have not heard back yet.

[mgonz53]

Hi, I am having the same issue where it is asking for a statement report but do not have the access to do so.

[KevinD]

@mgonz53 So, your site is a little different. What you needed to do is go to Expense at the top of the SAP Concur home screen. In the Available Expense section of the Manage Expenses screen, you'll see a drop down field that says All Corporate and Personal Cards. Click the drop down arrow, then select All Purchasing Cards to see your PCard transactions. Select a transaction, then click the Move button and select To New Report. This will create a Statement Report for you. Then you can add the other PCard transactions that fall in the statement report date range to the report. 

I tested this out in your profile, so you will now see a statement report sitting there for you to work on. I wanted to provide you the steps though for future reference. 

Let me know if you have any questions. 

[dougb1298]

I tried that To New Report and I got the message below:

[KevinD]

@dougb1298 are you still receiving this error message? 

[lindamckenzie]

I am having this issue.  I have available expenses but they will not move on to a new claim statement. 

[KevinD]

@lindamckenzie without seeing the message you received about why they won't move, I have to guess that you are trying to use corporate card transactions to a P-Card Statement report. 

Corporate card transactions and P-Card transactions, in most cases, are handled a little differently in SAP Concur. A lot of our customers require P-Card transactions to go on a statement report, not an expense report. 

This sounds like issue you have. If you send me a screenshot of the message you receive when you try to move these items to a new claim, I can better help you.

[lindamckenzie]

They are p-card expenses. 

[KevinD]

@lindamckenzie All I can say is you shouldn't have two statement reports with the same statement period listed as you currently do. 

You are going to need to ask one of the Statement Report Processors to help you with this. If you open one of the two statement reports that show as Processing Payment, you can click Details and select Audit Trail. From here you can see the two processors who worked on your report. They should be able to help you.

[kallen51465]

Our site is set up this same way, and users will often put purchasing card transactions in regular travel card reports.  Is there a way to prevent this?