Can't delete bank information

[ericbirch]

I was instructed by my company to delete the bank information entered on Concur, since my banking information was already uploaded in Workday.

However, I cannot delete my banking information on Concur. I read a different forum discussion where you told someone to mark the account as not active. I just did that and I still can't submit my expense report.

To be honest, I am starting to get frustrated with this process. What needs to happen in order to submit my expense report? 

[KevinD]

@ericbirch I looked at the expense report you currently have open and from what I can see, the issue for not being able to submit is because the line item on the report is missing some required information. From what I see it isn't the bank account causing the issue.

Bank information cannot be deleted from your SAP Concur profile. I recommend going back to the person who told you to delete it that there isn't a delete option. I would take a screenshot of your screen so they can see that there isn't a delete button. 

[jhennen]

Hello, 

I currently have this same issue. I am a new user and setting up my account. I put in my bank information and then when I went to submit my first expense I got a message that said I need to delete my bank information (see screenshot.) however, when I went back to the bank information page and deleted the information, there is no button to confirm my changes, and therefore when I reloaded the page it showed up again. Could you direct me on what to do next? Thank you. 

 

[KevinD]

@jhennen the message says to deactivate, not delete. There should be a field on the Banking Information screen labeled Active. It is a drop down. Select No from the drop down. There should be a blue Save and Authorize button. 

If you don't see this, then go back to the SAP Concur home screen, look in the Company Notes section. There should be a link your company provided to access your internal help desk ticketing option. I've been instructed by a Director at your company that JCI employees should use the JCI Help Desk ticketing for their issues. 

[pauldoc]

There is an "Active" field and both my old and new accounts are marked as "Yes". There is no drop-down menu and the fields are not editable. How do I make my old account inactive?

[jhennen]

I am having the same issue with my account. I’m wondering if you were able to fix the issue, and if so, how? Thanks