Concur not moving expenses automatically into a Claim

[jlayher]

I use the Concur system from a browser, not an app. Recently it seems that credit card expenses no longer automatically group into a monthly Claim. I now have to create a Claim and manually move the expenses.

I've tried various settings including "Expense Assistant using this method" set to Monthly, but no luck.

Any thoughts on what has changed or what I'm overlooking?

[KevinD]

@jlayher from what I see, you have two cards assigned to you; a corporate card and a purchasing card. I'm not sure if you are currently using both cards, but I can see you are using the Purchasing Card. It appears your company is using Company Billed Statements which means the system should be creating a statement report automatically when Purchasing Card transactions come in with dates that fall within that statement period. However, I don't see any of these in your profile. I do see reports from February and March that were created by Expense Assistant. I know this due to the name of the reports. Expense Assistant names them Month and Year. So, February would be named February Expenses (01/02/2026). 

My suggestion since this appears to have stopped working, is to contact your site administrator and ask them if they can submit a help ticket so Concur Support can look into this. I'm sending you two names of who to contact in a private message.