Assigning Credit Cards

[stephanierenner]

When assigning a corporate credit card to a user, what does Concur use to match them up? Name, email address?

[Rman68]

We use the employee ID to match it to their Concur profile

[stephanierenner]

I didn't realize it was something we could choose. I suppose that's in the initial setup?

[Rman68]

All of our employees have employee ID (number) assigned to them in their user profile. When employees apply for a corporate card, we make it a required field for employees to enter their employee ID in the applications. Once the card is issued and transactions are fed into the system (we have a corporate card file feed), the employee ID is what syncs the transaction to the correct employee.

[stephanierenner]

And you give the credit card company their employee ID when you issue the credit card?

[Rman68 · Accepted solution]

yes, that is a required field in the application process. when we approve applications, we confirm the employee entered the correct employee ID