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sjg
Occasional Member - Level 2

Adding a new company credit card

Hi, 

 

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

 

Thanks, 

 

Sarah 

1 Solution
Solution
KevinD
Community Manager
Community Manager

@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. 🙂


Thank you,
Kevin Dorsey
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.

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4 REPLIES 4
rberlth
Occasional Member - Level 3

@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
Occasional Member - Level 2

Great, thanks for your help @rberlth 🙂

Solution
KevinD
Community Manager
Community Manager

@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. 🙂


Thank you,
Kevin Dorsey
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.
sjg
Occasional Member - Level 2

Thank you @KevinD