Automated Concur Card Transaction Matching
Every morning, WebRun opens SAP Concur, reads the corporate card transactions feeding into expense, picks out the charges never attached to a receipt or an expense report, records the cardholder, date, amount, and age on each, posts the list to Microsoft Teams, and repeats the running total in Telegram.
How do I find corporate card charges with no receipt or expense report?
WebRun opens SAP Concur every morning and finds corporate card transactions that have never been attached to a receipt or an expense report. It lists each charge with the cardholder, date, amount, and age, posts them to Microsoft Teams, and repeats the total in Telegram for finance.
- Month end opens without a pile of unexplained card spend
- Every unmatched charge is named with its cardholder and age
- Finance sees the running total move day by day
Built for finance teams · expense administrators · controllers · shared service centres
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
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 unmatched card charges
concursolutions.com
WebRun opens SAP Concur to find unmatched card charges. - Open SAP Concur and read the corporate card transactions available to expense
- Pick out charges with no receipt attached and no expense report claiming them
- Record the cardholder, the merchant, the date, the amount, and the expense type
- Work out how many days each charge has been sitting unmatched
Done when Every card charge with no receipt and no report is listed with its cardholder and age.
-
2
Microsoft Teams - post the daily list
microsoft.com
WebRun opens Microsoft Teams to post the daily list. - Post the unmatched charges to the finance channel, oldest first
- Group them by cardholder so one person sees their whole list at once
- Highlight anything older than the age limit your policy sets
Done when Finance has today's unmatched card charges in Teams, grouped by cardholder.
-
3
Telegram - repeat the running total
telegram.org
WebRun opens Telegram to repeat the running total. - Send the running total of unmatched card spend to the finance group
- Show how the number moved since yesterday
- Name the cardholder with the largest unmatched balance
Done when The finance group has today's unmatched card spend total in Telegram.
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 submit or approve expense reports?
No. WebRun reads the card transactions and reports which ones are unmatched. Attaching a receipt, submitting a report, and approving it stay with the cardholder and the approver.
Does it message the cardholders directly?
No. The list goes to your internal finance channel in Microsoft Teams and the total to your Telegram group. WebRun never emails or messages an employee on its own.
What happens when a charge gets claimed?
It drops off the list. WebRun reads the live state in SAP Concur every morning, so any charge now sitting on a report is skipped on the next run.
Related templates
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