Adding a new company credit card

[sjg]

Hi, 

One of our users has received a new company credit card, how would i go about linking this to his account? 

Thanks, 

Sarah 

[rberlth]

@sjg I assume you are an admin and have the data feed between your credit card supplier and Concur activated already. If so, go to "Administration - Company - Tools". Then choose "Company Card" and click on tab "Manage accounts". Search for the user's name while showing only all indiviual cards. Click on the card feed shown and then click Assign. Chose the user's Concur profile. Done.

[sjg]

Great, thanks for your help @rberlth 🙂

[KevinD · Accepted solution]

@sjg often the card is automatically assigned when the user begins using the card. So, it is possible when you do your search, the account may show as Assigned. Just letting you know this could happen. Otherwise, @rberlth steps will get you the result you are looking for. 🙂

[sjg]

Thank you @KevinD