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bec_w
Occasional Member - Level 1

Card expenses not showing in Concur

I have been with my company for  two months now and have been using my corporate credit card. I have a statement in my credit card app coming up as due soon  - but no available expenses are showing in Concur. My corporate card is showing in my profile - I'm not sure how to find/import the card transactions? I thought they would automatically appear.

5 REPLIES 5
emignacio
Occasional Member - Level 2

Check with your company admin if the card has been assigned to your name (via Concur system). If it is still unassigned, that may be the reason why you are not seeing the transactions on your profile.

KevinD
Community Manager
Community Manager

@bec_w your profile has what we call Expense Assistant turned on. What this does is automatically creates an expense report and adds your company card transactions to that report for you. If you sign in to your SAP Concur account, on the home screen look in the My Tasks area and look in Open Reports. You will see an expense report there named August Expenses. Click on the report name to open it. You will see some card charges there.


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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bec_w
Occasional Member - Level 1

Hi Kevin - I can see the report showing as August expenses but I need to submit my expenses separately as my statement cut off is the 21st of each month, so not all of those transactions can be submitted as a claim yet. If I delete the unsubmitted claim, and switch off Expense Assistant, will I then be able to submit the expenses individually?

 

RadmilaP
Occasional Member - Level 2

@KevinD how do I assign a credit card to a user in Cocnur?

How do I see the unassigned credit cards?

KevinD
Community Manager
Community Manager

@RadmilaP from the SAP Concur home page, click Home, then select Tools. From here select Company Card. On the Company Card screen, be sure to select the Manage Accounts tab. For the Show Only field (the second field) select Unassigned Individual Accounts. This will show you all unassigned accounts. Look for the employee in the list of results. Select the employee's name, then click Assign. 

 

If the Unassigned list is too long, you can use the Search in fields to enter the user's specific information. See screenshot. 

 

KevinD_0-1715701540764.png

 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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