Imported Card Transaction

[Johnny1412]

I am filing an expense for a meal I paid for with my company credit card but the expense cannot be submitted until it is matched to an imported card transaction. I do not understand what that means or how to fix it.

[JessicaL]

Hello there,

Yes, this means that you have to wait a few more days for the transaction to pull over from the credit card company. For example, if you purchased a meal today, it may not show up in Concur until Friday (usually 3-8 business days depending on vendor). So you would need to wait until Friday to submit the transaction. 

Best,

[KevinD]

@Johnny1412 Is this the first time you have used your company credit card? I looked up your name and I see that there is a Citibank card with your name on it, but is actually assigned to someone with the first name Alexandra. I'm not sure how this happened, but what it means is that Alexandra is going to get your company card transactions into her account and you won't be able to see them. In fact, the meal expense in question, I can see the transaction in Alexandra's list of Available Expenses. 

I would reach out to your direct manager and explain the issue. Hopefully your manager will know who to contact to get the card assigned to you so that your transactions will feed into your Concur profile. Once this happens you should start receiving email notifications that you have company card transactions available to add to an expense report. 

Let me know if you need any clarifications on what I've said. 

[jeremy-brooks]

This is affecting me too, I do not have a company credit card, I used my personal Debit Card to purchase train and plane tickets, how do I import personal card transactions in this case?

[KevinD]

@jeremy-brooks personal card transactions cannot be imported by a user. If your company has activated what is called Yodlee, you can link your personal card to your Concur profile. To see if this is turned on, sign in to SAP Concur, click your initials in the upper right corner. Select Profile Settings. From the Profile Setting screen, on the left hand side, look to see if there is an Expense Credit Card option listed under Expense Settings. If so, you can use that link to link your personal card. If not, then your company doesn't have it turned on. 

Lastly, if your company is using ExpenseIt, I would recommend using that feature as it will create expense entries for you based off of the receipt. To see if your company is using ExpenseIt, follow the same directions I mentioned above. Under Expense Settings, select Expense Preferences. On the Expense Preferences screen, look to see if there is a checkbox that mentions ExpenseIt. If so, then your company has the feature. This will allow you to sue the Concur Mobile app to simply take a picture of a receipt and have that image turned into an expense entry that can be added to an expense report.