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hannahlawrence
Occasional Member - Level 3

Pending Card Transactions Happening a LOT!

Hello All, 

Pending Card Transactions confuse employees, and when they do not merge correctly, it is super inconvenient. Will there ever be an end to this situation?

3 REPLIES 3
cjmarimo
Super User
Super User

Hello @hannahlawrence 

 

It can be disabled by removing the default payment type as "Pending Card Transactions".


In this link explains how payment types works with ExpenseIt: How does ExpenseIt handle Payment Types? 

cjmarimo_0-1717798317123.png

 

To change the Default Payment Type, look for "Set a Payment Type as Default" section at page 12-13 in the following link:

                    Concur Expense: Payment Types 

 

BR,

cj

hannahlawrence
Occasional Member - Level 3

Thank you for this information, very helpful. I just wish Pending Card Transaction was overall not a thing - it never merges correctly and creates confusion but I would prefer to keep it over the expenses going to an out of pocket expense and creating even more confusion and possible mishaps for incorrect reimbursments. 

KevinD
Community Manager
Community Manager

@hannahlawrence users can also turn off ExpenseIt in the mobile app or on the desktop version so that when they capture a receipt or email a receipt, the images go to Available Receipts, rather than Available Expenses where Pending would show up.


Thank you,
Kevin
SAP Concur Community Manager
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