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DEL
Occasional Member - Level 1

Delegate - can't view credit card receipt for my delegated report

Hello, the person who I am a delegate for has a whole bunch of credit card transactions that show on her expense profile that download automatically from her personal credit card but I can't see them.  The box in settings is checked that says I can view receipts. 

 

Any ideas why I can't see the transactions?

1 Reply
SAP Concur Employee
SAP Concur Employee

Re: Delegate - can't view credit card receipt for my delegated report

Unfortunately, personal card transactions uploaded into Concur are only visible to the card holder and not their delegates. I'm not exactly sure why, but my guess is for security reasons, they don't want people to have access to other employees' personal card transactions. 

 

The good thing is these are considered out of pocket and can be created manually. Has your company purchased out ExpenseIt feature? If so, then the employee could just use ExpenseIt to take pictures of the their receipts and ExpenseIt will create the transactions for the user. These are visible to delegates. 

 

Kevin