Reassign credit card expense

KristineBlake · ‎Mar 25, 2022

I need a credit card purchase reassigned to me from an individual who is no longer with the company. The credit card transaction is now outstanding & needs to be transferred to me so that I can submit an expense report.

Nancyagfa · ‎Mar 25, 2022

I'm not sure the charge can be reassigned to you but if you have admin status, you can proxy in and create the report and submit it.

Nancy Murray
Agfa

MSTEEN · ‎Mar 25, 2022

@KristineBlake - you can unassign the card from the employee and re-assigned the card to you for you to submit the charges. But, you should have expense proxy role where you can switch to the intended profile to create the final expense report and submit it.

Maria Steen

KevinD · ‎Mar 25, 2022

@KristineBlake I will third what @MSTEEN and @Nancyagfa have said. The best option is to proxy in as the user and reconcile the expense that way.

Thank you,
Kevin
SAP Concur Community Manager
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