Where to see actual transactions (of company credit card)

[michellepace]

Hello there, 

I've just started to use SAP concur expense. I've logged all my expenses but I seem to be missing some expenses. I need a detailed list of transactions that went off against my corporate credit card. Is there a way to do this? Please provide (very) detailed steps. 

Best wishes,

Michelle Pace

[KevinD]

@michellepace my best piece of advice for you if you believe some transactions haven't uploaded into your SAP Concur profile is to check your corporate card statement. You should be able to go online and set up a profile with the card provider to access your statement. Then you can compare your online statement with what you have submitted to see if there are missing items. 

Also, keep in mind that corporate card charges usually take a minimum of three days to appear in your profile, but sometimes can take longer.

[michellepace]

Thank you Kevin - can you send me lease tell me in detailed steps how I see my transactions in SAP concur - I’ve never seen this functionality and also haven’t been able to find it?

[KevinD]

@michellepace when transactions come into your SAP Concur profile, you can see the entire list of them by clicking Expense at the top of the SAP Concur home screen. This takes you to the Manage Expenses screen. On this screen, if you scroll down a little bit, you will see the Available Expenses list. These are all transactions not yet added to an expense report. Once added to a report, the will be removed from the Available list. 

There is no way for you to see a complete list of all transactions in one place regardless of them being on a report or not. They are either assigned to a report and can only be viewed from the report or they are unassigned to a report and can only be viewed from the Available Expenses.

[michellepace]

Hello Kevin, 

I used my corporate credit card over 1.5 weeks ago. I have no transactions listed at all under "available expenses" - nor have their ever been. I have been manually putting in every transaction myself based on the receipt. How do I get this working (ie link my corporate card to my SAP concur profile). Who would I email?

Regards, 

Michelle

[kellyskline]

Hi, Kevin.

Is there perhaps a reconciliation feature in Concur to help make the comparison to online credit card statements easier?

Thank you!

Kelly

[KevinD]

@kellyskline there isn't such a tool that I am aware of.