Problems with Corporate Card Feed & Quickbooks

[HISEA]

We are new to Concur and have had a host of issues with onboarding. After more than a month of trying to get our corporate card feed set up, it finally happened. But it turns out that we cannot edit the vendor name ... which means that when we connect with Quickbooks (desktop), the items will not match - e.g., each entry for Starbucks will have the store # after it. This decreases the efficiency and usefulness, as each entry requires us to add a new vendor to QBs.

Concur support did not have any suggestions. Any thoughts or suggestions would be greatly appreciated!

[MelanieT]

Hello@HISEA, I am sorry for all of the issues and setbacks you have had with getting up and running with SAP Concur. The process is not always an easy one, but hopefully things will be better moving forward. Is the issue that there are characters/symbols that should not be in the Vendor field? Are those items causing the transactions to fail in Quickbooks? Or is it just that you can't modify the field and you would like to have that access?

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[HISEA]

We would like to be able to edit the vendor field so that they match the vendor list in QBs. We don't want to have 50 different Starbucks or versions of Amazon (e.g., AMZN, Amazon marketplace, AMZN market, etc.). It's not causing transactions to fail, but it requires that our controller add innumerable vendors when they don't exactly match what is in QBs. This doesn't make any sense.

[HISEA]

@MelanieT(Even though you told me, I forgot to tag you)

We would like to be able to edit the vendor field so that they match the vendor list in QBs. We don't want to have 50 different Starbucks or versions of Amazon (e.g., Starbucks Store #123, Starbucks Store #234, AMZN, Amazon marketplace, AMZN market, etc.). It's not causing transactions to fail, but it requires that our controller add innumerable vendors when they don't exactly match what is in QBs. This doesn't make any sense.

[MelanieT]

@HISEA我很抱歉我错过了!我建议s not using the Vendor Description field. When that field is used and you have a CC transaction it auto populates (as you know) and you can not modify it (as you also know). You could just have the Vendor Name field on there and then the user would have to populate that field, it would not be automatically filled. Another option would be to have a custom field with a list of Vendors you use and they can choose from that.

The other options is you can have our Credit Card team have it set up so your Vendor Description will not contain special characters/numbers and that way you would not have that extra info.

I know these option or probably not ideal for you, but they are ways to get around that! Let me know if you have more questions!

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[HISEA]

@MelanieTThank you for this response! Your proposed solution of not using the Vendor Description field. I've looked at the Expense Settings and don't see a way to remove the Vendor Description field or add the Vendor Name field. Can you direct me to some reference material that I can look at? Thank you!

[MelanieT]

@HISEAI was able to go into your site and I see you are using our Standard Platform. I will need to reach out to our Standard team and see if this can be changed. I'm sorry that I didn't realize that before. I'll update you as soon as I can!

[HISEA]

@MelanieTAppreciate you looking into this for us, Melanie! Fingers crossed that this is available.

[MelanieT]

@HISEAI just wanted to let you know I have not forgotten about you! I am still researching

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.