You have unsubmitted company card transactions that exceed the age limit allowed

[Tangcw]

I have 2 problems 

- some of my personal ride hailing expenses got charged to the corporate card, and I can't delete them

- these have aged >60 days and now I cannot submit the rest of my valid business travel claims

Pls help!  TQ

You have unsubmitted company card transactions that exceed the age limit allowed by your company policy. All aged card transactions must be submitted together on one Expense Report before this Report can be submitted. Any unsubmitted Expense Reports with aged card transactions will be listed here.

[rohanpatil]

Hello @Tangcw 

The guidance will differ slightly based on whether the cards are paid centrally by the company or if you pay for the cards yourself.

If you pay:
Include the card transactions in your expense report. Check the checkbox that says 'Personal Expense (do not reimburse)' and submit the report.

If the company pays the bill:
Include the card transactions in your expense report. Check the checkbox that says 'Personal Expense (do not reimburse)' and submit the report. Depending on company policy, they may ask you to make a bank transfer to the company account with a specific reference included, or the amount may be deducted from your payroll. The instructions for this should normally be available in your training material, or you may receive an email with the details soon.

I hope this helps.

[KevinD]

@Tangcw I second what @rohanpatil said. Regardless of whether a company card transaction was actually a personal expense, the only way to get them removed from your available expenses is to add them to a report. In your case, they will need to be marked as personal.

[Tangcw]

Thank you Rohan and Kevin.  Following your guide, I have moved all available aged items into a report.  I have also looked at the  "Card transactions" section, selecting 'All unused charges" to confirm there are no other aged items left to be assigned to.  

The same error message appears -- "You have unsubmitted company card transactions that exceed the age limit allowed by your company policy. All aged card transactions must be submitted together on one Expense Report before this Report can be submitted. Any unsubmitted Expense Reports with aged card transactions will be listed here." 

And when I drill down, I get this other message (1 is an x in a red circle, the rest are exclamation marks in triangles)

"You have unsubmitted company card transactions that exceed the age limit allowed by your company policy. All aged card transactions must be submitted together on one Expense Report before this Report can be submitted. Any unsubmitted Expense Reports with aged card transactions will be listed here."

There are no further instructions on what I should with this error message.

[Tangcw]

Hi Kevin, Rohan,

Any advice you can kindly give on my situation above would be greatly appreciated.  TQ.

[KevinD · Accepted solution]

@Tangcw I looked at your report. The issue is that you have company card transactions that exceed the 60 day limit mixed on the same report with transactions that are not older than 60 days. All transactions that are older than 60 days need to be on their own report. They cannot be mixed with more recent transactions. So, on your Compliance report, select all transactions that have a date of June 11 or earlier. Then use the Move to button to move them to a new report. Fill out all mandatory fields. Submit the report. Once submitted, you should be able to proceed with submitting your other reports.

[Tangcw]

Hi Kevin,

I created a new report, moved all the aged TX there, and successfully submitted.

I have gone through to ensure there are no aged card TX left.

However the original report, which is now only having current transactions, only alerts and no errors, continue to show the exact error at the summary.

[Tangcw]

WOOHOO!!  Came back to check on the claim, but this time was able to submit it despite the error message.  Thank you for your help Kevin!

[DeanR]

@Tangcw 

I imagine the Audit Rule was triggered on submission, so the error on the original report would remain until you tried to submit.  Glad to hear it is sorted out for you.

[MonaMarzouk]

Hi All, I have the same message appearing and I have done the selection of transactions of age more than 60 days separately in one report and the other aged transactions in another report and the rest of the recent transactions in their assigned report. Yet im still getting the same message, pls assist me in solving this issue