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katienottingham
Occasional Member - Level 1

Credit Card Transactions not showing for Delegate

I am a delegate for my CEO to complete his expense reports, but I can't see his transactions unless a receipt is uploaded.  I haven't had this problem before and I've been his delegate for 10 years now, but we recently moved into a new concur system. They are transactions on his personal card, but it is the personal card he uses for all business expenses.  I usually use the transactions to be able to find the correct receipts and add them to the report.  In his settings he has all the permissions selected for me to be able to do his reports for him.

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