Linking credit card to the employee profile

[bjoysompo]

Our employees have their corporate credit cards linked to their concur expense profiles automatically. Sometimes we have to manually assign card to their profile.

Typically their corporate card charges show up in concur and which they import to an expense report and submit. However one of our employees charge is not showing up in  concur. Upon looking at the list of unassigned cards, her credit card is not showing up. However, she has an active corporate card and there are charges against that credit card.

Can someone please let me know why the credit card is not showing up in the Concur to assign to employee.

[KevinD]

@bjoysompo If you provide me the name of the employee, I can go in and see if I can find the issue. No guarantees though. 🙂

If you don't want to post the name here, send me a private message. Click on my username (KevinD), then click View Profile. You will see a blue Message button. 

[Nancyagfa]

Have you checked the credit card profile to see if that profile has the correct information to let it flow into Concur?  It could be a typo or just missing information.  As soon as you correct this, the charges should start populating.  Also, this may come in as an error on the feeds and it would be noted in those messages as there is a card that is falling out.  Usually it is missing that one identifier, in our case their corp ID.

[bjoysompo]

The problem is her card information was neither in the credit card feed or with the failed ones .The card that was issued after that was coming through.  I had contacted Amex and they processed and rerun the file which solved the issue. Once it was linked to her account, her previous charges was in the hidden transaction. As an admin, I was able to transfer those hidden transaction back to her available expenses.

[KevinD]

@bjoysompo glad to hear this was resolved. 

[minimoose]

Hi! My manager just left the company and I need to make sure her P Card reports get re-assigned to me. How can I do that? 

Thanks!