Setting up a personal card in Concur
Yodlee, a third-party service provider, sets up the feed, and SAP Concur is not involved.
The requirement is that the cardholder should have an online account with the credit card company/bank (not their personal banking information).
The setup mirrors the last 30 days of transactions from your bank’s Web site to SAP Concur. To set this type of feed up, each user must have an online account with their bank.
This is where each US employee registers their own credit card as a personal credit card in their Concur profile under Profile > Profile Settings > Expense Settings > Select Expense Credit Cards > Add Personal Card.
To add personal credit card and integrate it in concur, users can follow the steps below:-
1. Go to Profile > Profile Settings
2. Under Expense Settings > Select Expense Credit Cards
3. Select Add a New Personal Card
4. Sign the electronic agreement
5. Search for your bank name and select it.
6. When the card is found, enter User name and Password of the card issuer’s site.
7. Allow the wheels to stop spinning once you see your card. Select Close when done.
• This can only be done by logging in to Concur using your personal credentials, then using your unique Bank credentials that you would use on the credit card site to add the card.
• The Personal Credit Card section is available only to the user since it is considered private information. Thus, Admins or Delegates will not be able to add a personal card on behalf of another user. They will also not be able to view other users' card transactions unless the transactions are added to a report.
• Once the user has completed the setup, Concur will retrieve transactions for the last 30 days.
• After this initial registration, Concur will import any new charges each time the user logs in.
• User can refresh to import expenses. To refresh the page using a LAPTOP OR PC (not mobile) ask the users to log into Concur:
-Go to Expense and wait a moment
-Go to another tab and then go back to Expense OR reload the web page in the browser.
This gives the system time to refresh and will pull in any expense if the card is working.
It can take up to 2 minutes for expenses to pull into Concur.
• The personal card can only be refreshed to import new expenses once every 15-20 minutes
• If this Refresh does not work then users can click on the Update Credentials / MFA link next to the card that is currently experiencing problems and follow the steps.
• If this also does not work then only should a user delete and re-add the card.
• We recommend cardholders to log into Concur every 7 -14 days using a Laptop or PC (not on mobile app) to make sure new transactions are still being fetched.
•Payment Types will default to Cash or Out of Pocket. The user will need to modify the Payment Type