exc Help “CORPORATE CARD SETTINGS “…” INCONSISTENT WITH EXPENSE RECORD”

‘Use Card Id’ or ‘Use Bank & Card Id – blank Bank is OOP’

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

This means the Expensify Expense has the value of the ‘CardId’ field mapped to a CorporateCardId in ‘Expensify Mapping’. The CorporateCardId mapping in ‘Expensify Mapping’ can be setup as ‘Out-of-Pocket Expense’ or as a corporate card expense.

You are getting this error because the CorporateCardId mapping is inconsistent with the Expensify Expense record.

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