Automated Concur Unsubmitted Card Charge Chase
Every Monday, WebRun opens SAP Concur, finds company card transactions still unattached to any expense report, groups them by employee and by how old they are, checks each one against the trip on Google Calendar, books a reminder before month close, and texts finance the chase list.
How do I find company card charges that were never expensed?
Every Monday WebRun opens SAP Concur, finds company card transactions still sitting in available expenses with no report attached, and groups them by employee and age. It matches each charge to the trip on Google Calendar, books a reminder before month close, and texts finance the chase list through Twilio.
- Month close starts without a pile of unexplained card spend
- Charges older than 30 days are named with their owner every week
- Employee reminders stay drafted until finance approves the wording
Built for finance teams · controllers · office managers · travel administrators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.concursolutions.comin a real browser with your saved login - no setup, no API keys. -
1
SAP Concur - find unclaimed card charges
concur.com
WebRun opens SAP Concur to find unclaimed card charges. - Open SAP Concur and review company card transactions in available expenses
- Keep the charges that are not attached to any expense report
- Capture the employee, the merchant, the amount, and the transaction date
- Group by employee and sort by how many days old the oldest charge is
Done when Every unclaimed card charge is listed with its owner, amount, and age.
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2
Google Calendar - match charges to trips
calendar.google.com
WebRun opens Google Calendar to match charges to trips. - Look up the transaction date in the shared travel calendar
- Note the trip or client meeting that sits on the same day, where there is one
- Add a reminder event a few days before the month close cut-off
- Leave charges with no matching entry marked as needing an explanation
Done when Each charge carries the trip it belongs to, or a note that none was found.
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3
Twilio - text finance the chase list
twilio.com
WebRun opens Twilio to text finance the chase list. - Text the finance owner a short summary with the totals and the oldest charges
- Name the employees with charges older than 30 days first
- Queue any reminder text to an employee as a draft for finance to approve
- Never text an employee or submit a report on their behalf
Done when Finance has this week's chase list by text with employee reminders left unsent.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it text employees directly?
No. The only text sent automatically is the internal summary to the finance owner. Reminders aimed at an employee are queued as drafts for finance to read and approve first.
Can it submit the expense report for someone?
No. WebRun never attaches a charge to a report or submits on an employee's behalf. It reads what is unclaimed and reports it so the owner can act.
How does it know what a charge was for?
It compares the transaction date with the shared travel calendar and names the trip or meeting on that day. Charges with no calendar match are flagged as needing an explanation.
Related templates
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