Credit Card Import Without Loging in

[phamp1227]

Hello,

Like the title, is there a way for credit card expenses automatically feed into a Concur account without having the user log in? I understand there is Yodlee but that still requires users to log in at least once a week and only imports transactions from the last 30 days. Is there a way around having to log in and have the window expand beyond 30 days?

In addition, what is the timeline for the system auto refresh to feed new transactions into the account? 

[KevinD]

@phamp1227 if your company uses a company card feed, it doesn't require users to sign in for the transactions to appear. There isn't any setting for this, it is how the system is configured. 

If your question is specifically about Yodlee, the user does need to sign in at least once a week. The 30 day window of transactions is only for the initial set up of Yodlee, it is not constricted to 30 days each time.

[phamp1227]

For Yodlee, is there a max time frame of importing the transactions? Let's say an employee has 180 days' worth of transactions to show on Concur and has already done the initial setup prior to this event, will all 180 days show up? 

Thank you for your help.