I am attempting to build a report that shows Pcard and corporate card payments that were also submitted as out of pocket payments. Is there a way to do this is Report or Query Studio? I can build the list report that shows all payments by payment type but I want to go a step further an filter it to only show the exceptions.
This is a good question. Have you tried asking our User Admin Group? They would have more experience building reports and might have some tips for you.
Sounds like you are looking for duplicate transactions, right?
There is a report in Standard Reports in the Fraud folder named Duplicate Expense Items. I would start with this.
Let me know how this works for you.