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Occasional Member - Level 1

credit card transactions not downloading

I have 1 user who uses the mobile app to record his receipts & then uses a desktop to work on & submit his reports. He has had trouble in the last couple of months getting his credit card transactions to download consistantly. There are periods of time when his transactions just do not download. We have unlinked his credit card from his account & then relinked it. When it is relinked, it seems to download correctly, then it will randomly stop downloading consistantly again. Is there a reason this happens? What is the correction we need to make?

4 Replies
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Routine Member - Level 1

Re: credit card transactions not downloading

following

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SAP Concur Employee
SAP Concur Employee

Re: credit card transactions not downloading

@mlassiter is this user linking their personal credit card? That is what it sounds like in your post, so I'm going to go on that assumption. :-)

 

Is this user using the Refresh Transactions link found on the Manage Expense screen? This might help with the issue. 


Thanks,
Kevin Dorsey
SAP Concur Sr. Training Consultant

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Occasional Member - Level 1

Re: credit card transactions not downloading

@KevinD , Yes, the user is using the refresh link. I have requested he delete his credit card from the account & then relink it. Hopefully this will help.

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Occasional Member - Level 1

Re: credit card transactions not downloading

The same thing is happening to us one whole month of the transaction is missing, is there a way to upload those transactions? in bulk?

 

Thanks.