What Employee Import (Record Type NR) Format to use for bulk load of Credit Card Statement approvars

[PetraZ]

Hello team, 

we are currently using Employee Import (Record Type 305 and 350) to load users to Concur. This file includes column for identification of Expense
Report Approver (Approver for regular expenses created through Concur).

In next couple of weeks we have to load the list of users that includes information about approver for regular expenses and for Credit Card Statements as well. 

According to my understanding approver for Regular travel expense can differ from approver responsible for approving Credit Card Statement items. How do I setup a bulk load for approx 500 Concur employees and for some of them to setup their approvers for Credit Card Statements? Is there a separate field dedicated for Credit Card Statement approver? 

thank you,

Petra

[KevinD]

@PetraZ hello there. From your description it sounds like you might be talking about Approvers for Statement Reports, which would relate to company cards that are Purchasing Cards. You can have separate approvers for cash/out of pocket and regular corporate card expenses and another approver for Purchasing Card expenses, if you are using a Purchasing Card.

If you don't plan on implementing a Purchasing Card, but just a regular corporate card, then you might not have to worry about assigning the Statement Approver. If your company card is not a Purchasing Card, then the approver you assign for regular travel expenses will also approve the corporate card charges. 

Will you be using a Purchasing Card?

[PetraZ]

Hello Kevin, many thanks for your response, we are planning to use the Purchasing Cards. What would be the difference? Thank you

[andilillemoen23]

Good Morning,

The 370 Records manage the statement employee information where you can add the statement report approver.  Below is the layout.

Have a great day!

Andi

SAP Concur Consultant

Fields with dark red text are system-required.
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Trx Type (370)	Employee ID	Statement Report User	Statement Report Approver	Emp ID of the Employee's Statement Report Approver	Future Use 1	Future Use 2	Future Use 3	Future Use 4	Future Use 5	Future Use 6	Future Use 7	Future Use 8	Future Use 9	Future Use 10	Future Use 11	Future Use 12	Future Use 13	Future Use 14	Future Use 15	Future Use 16	Future Use 17	Future Use 18	Future Use 19	Future Use 20	Future Use 21	Future Use 22	Future Use 23	Future Use 24	Future Use 25