concur date not matching actual transaction date

[tweede]

I had a travel meal on 11/16 - receipt and credit card company confirm 11/16. Concur has listed for 11/17 - now exceeds 11/17 budget, how do I fix this?

[KevinD · Accepted solution]

@tweede the message you are seeing is a warning/reminder only. It won't block report submission. Use the Comment field on this entry to explain the date for the expense was actually 11/16. 

[bgraves10]

I added a comment explaining the date difference, but it will not let me submit the expense report stating "please check your entries and correct"

[KevinD]

@bgraves10 The system will not let you have two Dinner expenses with the same date. I would suggest making Panera a breakfast expense and Panda a lunch expense. That should clear up the red exception. I looked at the rule that is causing the red exception and I don't think it was created correctly. 

The other thing is the transaction date of company card transactions cannot be changed, so changing the expense type is how to get rid of the blocking exception.

[jdwyer]

My SAP Concur transaction date is always showing the prior date when entering manual expense and will not change date when i change the date box

[KevinD]

@jdwyer so I'm clear...you are clicking Add New then Create New Expense and seeing the date field populated, correct? The system copies the date from the last entry you create as it is assuming some of your transactions occurred on the same day.

However, you say it will not let you change the date? That should not be happening. I'm going to go into your profile and try adding an entry to see if the same thing happens to me.

[KevinD]

@jdwyer I just created an entry and was able to change the date with no issue. Could you walk me through exactly what you are doing? Are you clicking the little calendar icon to change the date or are you manually entering in the correct date?