Introducing Form of Payment Options in new Concur Travel

The Form of Payment Options control settings specific to the use of credit cards in Concur Travel. In this lesson, you’ll learn how to access these settings, and what impact these settings have on the booking process.

To access Form of Payment Options on the Travel Configuration page, use CTRL + F to search for the setting as shown in the graphic below.

The available settings in Form of Payment Options on the Travel Configuration Page include:

• Credit Card for Air/Rail Required in Profile
• User Custom Property for Default Corporate Credit Card
• Allow users to choose a personal credit card even if they have a custom corporate card
• Force users to choose a credit card
• In payment method selection lists, show personal (IBA) cards before ghost (CBA) cards
  Note

  The setting "In payment method selection lists, show personal (IBA) cards before ghost (CBA) cards" has been retired in new Concur Travel.
• Allow temporary credit cards for guest bookings
• Enforce BIN restrictions on temporary cards
• Temporary cards for hotel only

Review the following sections for more information.

Credit Card for Air/Rail Required in Profile

When this setting is enabled, the user/arranger will not be able to save their profile or make a booking without providing a personal credit card defaulted for Air or Rail.

The Credit Cards section on the User Profile page is where the user can add their credit card information by selecting Add a Credit Card:

User Custom Property for Default Corporate Credit Card

You use this field to link corporate credit cards to custom fields, such as cost centers, so expenses are mapped to predefined values.

When enabled, the traveler will be able to choose a card that is linked to a custom field previously set up under Manage Custom Fields.

Allow users to choose a personal credit card even if they have a custom corporate card

Enable the check-boxes For Air and Rail and/or For Hotels to allow travelers to choose between a corporate ghost card or a personal credit card during the booking process.

Note

In new Concur Travel, if a Corporate Ghost Card is configured as Required, this setting should be unchecked.

Force users to choose a credit card

When enabled, this option forces the user to choose a credit card on the Review and Reserve page in Concur Travel.

Note

In new Concur Travel, if a Corporate Ghost Card is configured as Required, this setting does not apply and will have no effect.

Allow temporary credit cards for guest bookings

If enabled, this setting allows travel arrangers and travel users making guest bookings to add a credit card at the time of booking travel.

Enforce BIN restrictions on temporary cards

If enabled, this setting allows administrators to control what credit card numbers can be used as temporary cards in Concur Travel. Temporary cards will not be saved to the system and are only valid for this reservation.

Temporary cards for hotel only

If enabled, this setting will restrict the option of temporary cards for hotel purchases only. This setting applies to Guest bookings.

• Require a personal credit card for air/rail in profiles to save profiles and book
• Link corporate cards to custom fields with User Custom Property to route expenses correctly
• Allow or restrict personal versus corporate ghost cards; optionally force a selection during booking
• Enable temporary cards for guest bookings; enforce card-number range restrictions; limit temporary cards to hotels if needed