Univ of Utah is having issues with airfare charges coming into Concur and they not being assigned to a profile so they become "orphan". We have to manually assign these to the correct profile. Concur users this probably makes sense, right? 🙂
For those that are not having issues with matching, I would like to to talk to you. TMC, bank and Concur are involved with trying to figure this out. Who is successfully matching on employee ID? Don't be shy...i'm nice 🙂
email me: darrin.robertson@utah.edu
I thought you would only get orphan bookings for travel reservations made for those who do not have expense profiles, so 300 versus 310 records (or whatever they are these days). Are assistants booking people using the 'Book for a guest' function instead of selecting their travel profile?
@Michael - That is the goal but most of our airfare orphans out so the employee ID number is not passing from TMC - bank - Concur.
Is there anyone successful at matching on employee ID? 🙂
Darrin: we are successful at UNC! We're importing T&E Card activity, airfare ghost card activity, and UATP Card activity. We run into orphans occasionally but for the most part, the transactions assign correctly. We are with Bank of America for our T&E Cards and Ghost Cards. Let me know how we can help!
@Rebecca - can i contact you to set up a phone call or a meeting to pick your brain? 🙂
We, too, have orphaned bookings, but have learned that there can be issue between the way Concur tries to route the transaction and if there is missing data by our TMC. We created a "dummy" profile to try to catch most of the orphaned bookings and that's helped quite a bit. I'd be happy to talk to you more if you'd like.
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