Question on corporate card feeds & T&E cards - Ability to separate in Concur?

[bbscott]

Hi, 

We are going through a major system configuration change which involves pulling in T&E cards for certain countries. That country also has purchasing cards which have different policies and available expense types. If I were to pull both cards into Concur through different feeds and assign them to an employee, is there an ability to "differentiate" them in the system so that if they are creating an expense report for their T&E cards, they will have different expense type options than if they were using the purchasing cards?

Hoping someone has a similar situation / setup. Thanks in advance!

[KevinD · Accepted solution]

@bbscott absolutely. It is actually quite common. You would create two different policies; one for T&E purchases and one for PCard transactions. You can then make the Expense Report Header have a Policy field that the user can choose the correct policy based on the transactions. You can then create an audit rule that won't allow PCard transactions to be mixed with T&E Transactions. You can also make a rule that says, if employee chooses T&E policy, they cannot add PCard transactions to that report.

We also have many customer who use our Company Billed Statements option where the system will automatically create Statement Reports for PCard holders and place all PCard transactions for that statement period on a report. To learn more about this, I suggest speaking to your assigned Customer Success Partner.

Company Billed Statements isn't a requirement for PCards, but an option to make it easier to separate T&E transactions from PCard transactions.