exc Help “CORPORATE CARD SETTINGS “Use Bank & Card Id” INCONSISTENT WITH EXPENSE RECORD”

Your policy is setup with ‘Corporate Card Handling’ set to ‘Use Bank & Card Id’

This means if the ‘Bank’ field in the Expensify Expense is blank the ‘Reimbursable’ field is used to work out it the Expense is out-of-pocket or corporate card. But if the ‘Bank’ field is NOT blank then the value in the ‘CardID’ field is mapped to a CorporateCardId in ‘Expensify Mapping’ and the mapping can be setup as ‘Out-of-Pocket Expense’ or as a corporate card expense.

The Corporate Card Settings are inconsistent if:

• The CorporateCardId mapping in ‘Expensify Mapping’ is set to ‘Out-of-Pocket Expense’ but the ‘Expensify Expense’ has ‘Reimbursable’ unticked
  OR
• The CorporateCardId mapping in ‘Expensify Mapping’ is set as a corporate card expense but the ‘Expensify Expense’ has ‘Reimbursable’ ticked

For more information see: EC Help: Corporate Credit Cards