dawkinsc
Occasional Member - Level 3

All Corporate and Personal Cards showing

Is there a reason ALL corporate and personal cards show in the drop down for Available Expenses, when many of the users have cards cancelled and replaced due to fraud.  If I look at the drop down it would be nice to see Active vs Inactive cards listed, or the option to toggle.  Can they be hidden or removed?  

5 REPLIES 5
KevinD
Community Manager
Community Manager

@dawkinsc do you have a user that I can look at? If so, please send me their name in a private message. 


Thank you,
Kevin
SAP Concur Community Manager
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dawkinsc
Occasional Member - Level 3

Hi, when you say do I have a user you can look at, you mean you would be able to look directly into our Concur Expense accounts?  I have many examples. 

KevinD
Community Manager
Community Manager

@dawkinsc that is correct. I have the ability to go into your site and "snoop" around. 🙂

 

Click my username (KevinD) then click Message. 

 

Now, the personal cards would only be showing up if the users have linked them to their Concur profile. Since this is done by the individual employee, each of them would need to disconnect the link of their personal card. 


Thank you,
Kevin
SAP Concur Community Manager
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dawkinsc
Occasional Member - Level 3

That's cool, I did not know the forum was so inclusive. 😊

I suppose since the cards are linked to the accounts, there is no option to mark them "active" or "inactive".  

dawkinsc
Occasional Member - Level 3

The reason we would not want to unlink cards is because refunds are still processed on cancelled cards.  If they were unlinked, then we would not know there were unprocessed transactions on the users profile, which happens often.  If the cards are not linked, the transactions are basically "hidden" until such time they are linked.  However, I may suggest we do some housecleaning on some accounts by unlinking very old cards which have been replaced over and over again.  With fraud at an all-time high, its a more common occurrence than we would like.  Thanks for your help!