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mhenrybayc
Occasional Member - Level 1

Merchant Category

Does Concur import merchant category from credit card transaction? I am looking to add this to a custom report but do not see that this information is available.

4 REPLIES 4
KevinD
Community Manager
Community Manager

@mhenrybayc I did a search of the data warehouse for "merchant" but only found an item labeled Is Anomaly Merchant Category.

 

When you access Cognos and start a new report, the search options makes it easy to see if a data item exists or not. See my example for Merchant Category. 

 

KevinD_0-1727380099454.png

 


Thank you,
Kevin
SAP Concur Community Manager
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mhenrybayc
Occasional Member - Level 1

Hi Kevin,

 

Yes, I utilize the search bar as well and had the same results. I do not want to use expense type to classify transactions as this information is based on user. Our bank has a merchant category tied to each transaction however I do not see anything of the sort in Concur. 

alexben
Occasional Member - Level 2


@KevinD wrote:

@mhenrybaycnjmcdirect I did a search of the data warehouse for "merchant" but only found an item labeled Is Anomaly Merchant Category.

 

When you access Cognos and start a new report, the search options makes it easy to see if a data item exists or not. See my example for Merchant Category. 

 

KevinD_0-1727380099454.png

 


I also ask this question. Fortunately I saw your post. Thanks for helping us.

crystalreports
Routine Member - Level 1

In our CBS instance, we capture the MCC value from the credit card feed and store that in a custom field on the Expense Entry Form. This makes it reportable for us. I am not sure if there is a non-custom field that would have this.