My organization is a new user and although we are out of the implementation phase with Concur, we are still trying to set ourselves up properly. I have two entities which have different ERP systems and while most employees work for one company or the other, we have about a dozen employees that work for both entities and therefore have two separate credit cards. We were able to get our Corporate credit cards from bank #1 set up on an import feed during implementation, but the Business credit cards that we formerly used from bank #2 would not sync up with Concur, so we switched the cards from bank #2 from Business Cards to Corporate Cards and were able to get Concur to agree to set up the second feed for no charge, even though we were out of implementation. Here's our problem now. We would like to switch our activity with Bank #1/Entity #1 to Bank #2 so that our banking is consolidated under Bank #2, but since the new Corporate Cards we have ordered from Bank #2 will be under a different company name, my card coordinator at the bank said that we would need to set up a separate feed with Concur (with a new PR#), at a cost of $3,000 from Concur to set it up. My first question is, do I need to have Concur set this cc feed up, or can we do it ourselves and save the $3,000? Secondly, could the bank simply put these new Corporate Cards under the previous PR# and have the new activity get added to our existing feed? We are manually processing the extract data anyway before loading it monthly into Acumatica and QuickBooks, so we would just need to separate the data by CC # to get it split into the correct companies' load files. Thanks.
