If a receipt is sent through ExpenseIt and the last four of the credit card number is not on it, then the expense comes in with a payment type of Cash. We do not want this to happen as 99% of the time it is not OOP. We need the payment type to be Pending card transaction.
If this really is an OOP then the user can change the payment type manually to Cash.
Reason why we need this change is because real credit card expenses are getting sent in as Cash and being approved and paid out to the users.
Thank you for your reply. We have the default set to pending card transactions but for those receipts that do not have the last 4 of the CC on the receipt they still come in as Cash.
Have you encountered this or have any work-arounds? We expect the Receipt with itemization to be scanned and unfortunately that is the receipt with no CC as its prior to paying the bill.
Sorry, the link I posted previously isn't working so I'll copy the text here:
The third scenario is the one you are describing, and it should set the Payment Type as Pending Card Transaction rather than Cash. If it isn't then I'd suggest contacting Concur Support to investigate. We've only just purchase ExpenseIt and I'm still working through all the options and scenarios myself.
I think it's under Group Configurations, on the Expense tab.
You may not have access to it; I didn't have access so had to raise a case with Concur Support to change it.