3833661 - Is it possible to see Personal Card (Yodlee) transactions when acting as a Proxy or Delegate for a user?

By design, SAP Concur does not allow Proxy or Delegate users to view Personal Card (Yodlee) transactions, as this data is tied to the individual account owner. This article outlines available workarounds for this scenario.

The Yodlee connector was designed for personal cards, and while some companies use it for business cards as well, the privacy model reflects its original intent. Because these are the employee's own personal cards, cardholder privacy is preserved by design — Proxy and Delegate users cannot view personal card transactions until they have been added to an expense report.

Personal Card (Yodlee) transactions are not visible when acting as a Proxy or Delegate for a user. This is expected product behavior. The following workarounds can be used to address this scenario. , KBA , CON-EXP-ADM-DEC , Delegate Configuration , CON-CA-USP-CRC , Credit Cards , CON-CA-HOM-PRO , Proxy , Problem