@MikeGodbout Hello! First I want to say I am sorry for your frustration. Did you you talk with your Implementation contact about Yodlee. This is where the user uploads their personal transactions. I'm not sure if Divvy is a participating bank, but you could definitely talk with your contact to see if this might be an option for those cards.
To understand Yodlee there are a few things to note:
- Yodlee is a software company that offers an account aggregation service that allows users to see their credit card, bank, investment, email, travel reward accounts, etc., on one screen.
- When Yodlee is connected with SAP Concur, users can link card providers’ online accounts and pull transactions into SAP Concur for expensing. The bank/vendor must be a participating member of Yodlee (most large banks/vendors are).
- Yodlee can be used by individuals and smaller companies equally and is a permanent change. We are unable to disable it once it is enabled.
- It can only be enabled at the group level, not the user level.
- Users will be able to add/remove personal cards at will.
- There is no extra cost.
- The transactions look quite similar to transactions coming from a feed.
- Personal card transaction data is very limited. There are no ticket numbers or other Level 3-type data received.
- Only the user will be able to see transactions in Available Expenses. Delegates/Proxy can only view transactions once moved into a report.
- A personal card can only be entered while on a computer/laptop. A card cannot be entered while using a mobile device.
- It can be used for supported personal credit cards that the company authorized the employee to use, or company-issued cards that do not meet the requirements for a corporate credit card feed.
- The system will import transactions for the past 30 days on the initial set-up.
- The employee must log in to SAP Concur at least once a week to ensure that new transactions are imported.
- Users can have multiple personal credit cards in their profile at one time.
- Business Branded Card Accounts Only - Some banks like Chase Bank and Bank of America's Business restrict Yodlee links to Master/Admin Accounts ONLY Please refer to KCS article Can Business Credit Cards be linked via Yodlee? for more information on linking Business Branded Credit Cards via Yodlee
Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.
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Thank you,
Melanie Taufen
SAP Concur Community Moderator
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