To help make your expense reporting process more streamlined, you can connect your assigned *Business Card or your personal credit card to your SAP Concur profile. This allows transactions from your business card or personal card to import into your profile to be added to an expense report.
*A business card is not the same as a corporate credit card.
The main advantages of connecting a business or personal card option are:
1. Transactions automatically feed into your profile thus alleviating the need to check your card statement to keep track of what expenditures you have.
2. When these transactions are added to an expense report, several fields will automatically be filled out based on the card details. This reduces the amount of manual input you will do and the amount of time spent on doing your expenses. These fields include:
- Transaction Date
- Vendor
- City
- Amount
To add a Business or Personal credit card to your profile, follow these steps:
- Log into SAP Concur and navigate to Profile > Profile Settings.
- Under Expense Settings, Select Expense Credit Cards.
- Select Add a New Personal Card.
- Read the User Agreement.
- Click Accept.
- Search for then select your bank name.
- Enter your Username and Password for your banking website.
- Click Submit.
- Allow the wheels to stop spinning once you see your card.
- Click Close.
For a demonstration of the above steps, watch this video.
To link Business and Personal cards, SAP Concur uses Yodlee, which is a third-party vendor. If you have issues linking your Business or Personal card, a Support ticket must be submitted to SAP Concur who will then contact Yodlee on your behalf to get the issue resolved. You will NOT be able to contact Yodlee directly for any issues.
Note:
- Once added, the system will pull transactions for the past 30 days. Business and personal card transactions can only be refreshed to import new expenses once every 15-20 minutes.
- Business and Personal Credit Card section is only available to the user since it is considered private information. Thus, Admins or Delegates will not be able to add a business or personal card on behalf of another user. They will also not be able to view other users' personal card transactions unless the transactions are added to a report.
- Once you have completed the setup, SAP Concur will retrieve transactions for the last 30 days. After this initial registration, SAP Concur will import any new charges each time the user logs in using a laptop or PC and by clicking the "Refresh personal card transaction" link next to Available Expense. You will not be able to refresh your card transactions using the mobile app.
