smoore96
New Member - Level 1

Automatic Credit Card Expense Report Creation

Previously, an expense report for my credit card would automatically generate when transactions started coming in each month.

A few months ago, this stopped, and we now have to manually add all expenses. 

 

How can we re-automate this process  for credit card transactions ?

1 REPLY 1
KevinD
Community Manager
Community Manager

@smoore96 the setting to automatically create reports is turned on for your profile. I looked at your report history and I see one from April and one from July. Neither of these has company card transactions, so I'm a little confused. I then looked up your profile to see if a company card is assigned to you in the system and I do not see one, so now my confusion is even greater. 

 

Can you provide more details on why I'm not seeing any card transactions on your previous reports and why I don't see a company card assigned to you, please?


Thank you,
Kevin
SAP Concur Community Manager
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