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Couple of questions regarding adding a personal card or bank account/routing number to my concur account:
1. I'm reading if I add my personal card to my account Concur will import all transactions made on my personal card regardless if they are related to business expenses . Is that true?
2. Is it possible to add a personal card to my Concur account and not have concur import all of my transactions and instead allow me to only import charges that apply to company related items for a company trip (Flights, hotel, meals, etc)?
3. Am I able to add a bank account and routing number to my account and get reimbursed that way?
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@jlevesque see my replies in red below.
1. I'm reading if I add my personal card to my account Concur will import all transactions made on my personal card regardless if they are related to business expenses . Is that true? 100% true. If your company uses our ExpenseIt feature, I would say don't add your personal card as ExpenseIt will create entries for you based on the picture of the receipt. Go to your Settings and select Expense Preferences under the Expense Information section. Here you will see if your company uses ExpenseIt. Look for a couple of checkboxes on this screen that mention ExpenseIt.
2. Is it possible to add a personal card to my Concur account and not have concur import all of my transactions and instead allow me to only import charges that apply to company related items for a company trip (Flights, hotel, meals, etc)? Nope. This is not possible.
3. Am I able to add a bank account and routing number to my account and get reimbursed that way? Depends on if your company is configured for our Global Pay. To check, go to the same area I mentioned in my first response (Expense Information) and look to see if there is an option that says Bank Information. If so, enter it here. If not, then likely your reimbursements will paid the same way you get your paychecks.