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MelissafromMD
Occasional Member - Level 2

No Longer Able to Import Expenses 'From File'

This morning, when one of our users attempted to import her receipts by going to 'Import Expenses' > From File, she received the following message:

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Your financial institution may allow you to download your credit card charges to your computer. You can then upload those charges into your expense report.

To use this feature:

1. Access your financial institution's website and log in to your account.
2. Access your credit card information.
3. Download the file to your computer.
NOTE: Expense accepts OFX and QFX file formats. (These formats are commonly utilized by Quicken and Microsoft Money.) Concur does not currently accept debit card transactions. Also, the files must be 500 KB or smaller.

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And when she attempted to upload a receipt, the system told her she could only upload files with the .ofx and .qfx extensions.  

Has anyone else experienced this? 

 

 

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