Need help with Corporate Card - how to assign to employees

[USWsdymerski]

Hi there, still relatively new to Concur Expense. We have employees who have individual corporate credit cards (with the same bank) and we want to see if we can have their corporate card charges imported to Concur Expense. Everywhere I've read it says the Concur Administrator has to assign the card the person. Well, I am the Concur Administrator and I can't find instructions on how to actually assign the corporate cards to the users. Help?

[KevinD · Accepted solution]

@USWsdymerski I'm going to work off of the assumption that you have a credit card feed set up with your bank and that feed is currently active. Is that fair to say? 

See first screenshot for navigating to Company Card screen. Second screenshot shows the Manage Accounts screen where you can choose from the highlighted drop-down Unassigned Individual Accounts. Click Search. You will see all unassigned accounts. Select an account, then click Assign. I think you will be able to take it from there. 

[USWsdymerski]

Thanks Kevin! Now I know where to go, but I don't actually see the Manage Card Programs tab, so we will have to take a step back and see what it takes to get the feeds set up for the folks with individual (named) business cards.

[KevinD]

@USWsdymerski when you follow the navigation I provided, do you see an option for Company Card? If so, could you take a screenshot for me please so I can see what you see?

[USWsdymerski]

Here's what I see; I don't have the first tab for Manage Card Programs. We have 2 generic corporate card accounts set up as payment types, and I only work the Expense side not Travel admin, so this is new for us that we will be adding individuals in Q2 that will have business cards each an individual account in their name that the company pays for, so this is a new setup for us that we'd like to have these transactions automatically imported from the bank. But I have read up somewhere on how to do these setups.