This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
My Executive's personal credit card is linked using Yodlee. We have a professional account. Each month he goes to the "View Transactions" screen and manually imports the transactions from this card into "Available Expenses" or an open report. Is there a way for these transactions to automatically import into "Available Expenses"? Having my Executive manually pull these each month is a hassle for him, especially when I'm a delegate for his expenses and a Company Admin, I'm not able to import these transactions either.
This automation is included with company charge cards, but I can't seem to get it to work with a personal, linked card.
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
@lanaya this is what I found about refreshing/uploading via Yodlee:
Yodlee will perform a transaction refresh in the following scenarios:
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
Thank you Kevin, but the problem I'm facing isn't with the expenses being imported from Yodlee. The issue is that the imported expenses are only found in his "View Transactions" which I cannot see, even as a delegate. So, he has to log in each time to then move those charges to "Available Expenses" or an open report. I would like for the transaction from the "View Transactions" section to either automatically move to "Available Expenses" OR give the delegate access to move the transactions.
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
Will turning on Expense Assistant work? Our employees have the ability to turn on Expense Assistant which automatically puts credit card receipts into a new report.
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
Expense Assistant will only add them to a report if they're already in "Available Expenses". The problem is getting them to "Available Expenses"