Pending Card Transactions

[jbward]

I know that Pending Card Transactions can be deleted, however, do they ever just purge or fall off of Concur Expense if they are not matched or deleted?

[Andras]

Hi @jbward, I do not think so. 

Please see detailed information:

• The "Pending Card Transaction" payment type is utilized to give users the opportunity to manually enter expense information and itinerary transactions while waiting for the transaction data to arrive in SAP Concur.  The best practice is to leave the expense item in the Expense Library until the payment type updates before moving it into an expense report. 
• Once the transaction data arrives in Concur, the system will match the card transaction to the expense and automatically update the payment type.
• SAP Concur will not allow an expense report to be submitted if it has "Pending Card Transaction" as the payment type for one of the expenses. The user will have to wait until the expense matches the credit card transaction or the user manually updates the payment type. 

There are two different ways this can be configured:

1. Pending Card Transaction is set up to be the default payment type - every time the user adds an expense to their report that is not a credit card charge, they will be required to either manually select a different available payment type (i.e. Cash/Out of Pocket) or wait for a credit card transaction to match it with. If the entry is later matched to a credit card transaction, the payment type will be overwritten to correspond with the associated card until the report is submitted. Once submitted no matching will occur.
2. Map the Travel Itineraries in Company Paid Travel Options to Pending Card Transaction - this will force the user to wait for the credit card transaction or to manually mark it as Cash/Out of Pocket.  All other transactions added will default to Cash/Out of Pocket unless the transaction is an actual card transaction or the user chooses to select the Pending Card Transaction payment type.

Expense entries with "Pending Card Transaction" as the payment type is used for expense entries that have been added into SAP Concur without the credit card transaction data.  This can happen for a couple of reasons:

• When charges are added to the Expense Library, usually manually added or a receipt image is uploaded, before the credit card transaction has reached the SAP Concur System.
• The default payment type is set up to be Pending Card Transaction

Additional information:

• SAP Concur will not set the transaction to Pending Card Transaction if the user booked in Travel using an alternative method of payment that is not linked to their SAP Concur profile.
• If the user does not have a card assigned to his/her profile, the Pending Card Transaction will not default even if the payment type has already defaulted to the group the user is under as this is only available to users with card accounts assigned.
• For more information, search "Payment Types" in Concur Expense Documentation