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mdepoli
Occasional Member - Level 2

how to match an available expense to a credit card transaction

Hi, how do I match an expense I already created in a report to the relative credit card transaction?

I know it should work automatically but I do not know how and I do not know where to find an information about this.

Is there any course for this basic topic?

 

thanks in advance

Moritz

1 Solution
Solution
KevinD
Community Manager
Community Manager

@mdepoli if you have an expense entry on an expense report and the credit card transaction is in your Available Expenses, you can add the credit card charge to the report. Once the card charge is added, you can select both items (using the little checkbox to the left) and then click Combine. Let me know if this works.

 

P.S. If you create an expense on a report then a card charge for the entry comes in, the system will not match them automatically. Automatic matching happens for ExpenseIt items and E-receipts that have come into your Available Expenses, but haven't been added to a report yet. When an item is already on a report, the system cannot combine it with a credit card charge that has uploaded to your Available Expenses. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager

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3 REPLIES 3
c1sleigh
Occasional Member - Level 1

This might be the information you are looking for:

Match and Unmatch Transactions (concurtraining.com)

Solution
KevinD
Community Manager
Community Manager

@mdepoli if you have an expense entry on an expense report and the credit card transaction is in your Available Expenses, you can add the credit card charge to the report. Once the card charge is added, you can select both items (using the little checkbox to the left) and then click Combine. Let me know if this works.

 

P.S. If you create an expense on a report then a card charge for the entry comes in, the system will not match them automatically. Automatic matching happens for ExpenseIt items and E-receipts that have come into your Available Expenses, but haven't been added to a report yet. When an item is already on a report, the system cannot combine it with a credit card charge that has uploaded to your Available Expenses. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager

Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.

View solution in original post

mdepoli
Occasional Member - Level 2

perfect Kevin, this was exactly the answer I was looking for!