On the menu, click Expense > Manage Expenses (on the sub-menu). The page refreshes, displaying the required and optional fields for the selected expense type. Enter the Transaction date which is your checkout date. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation. This data co mes directly from the supplier and provides the user with a complete receipt image linked to their expense item. 2) Tap Move. 5. When it does, it should match up to the Pending Card Transaction item. This web-based service provides the tools you need to request. Reduce time spent on expense reports by streamlining the process. Employees will see the payment demand status of Paid within their expense report. The first type is what we call an Expense Approver. UATP-United Airlines. Customer have the ability to merge or Combine Expenses when the two selected expenses are from diverse sources. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . Entering Hotel Expenses into Concur Hotel bill didn’t come in via an E-Receipt? Enter your bill following the steps below Step 1: Add a Hotel Expense Add a new expense to your expense report with a Hotel expense type. 100 Mobile release. Using Expense Pay. The software update is not user-friendly or has improved the product. Click the Create New Report tile. That should hopefully do the trick. Method 1: To start from Concur Requests: 2. KevinD. I am with a new company now, and all they have are the canned reports that. Choice the two expense line items to be me. The Expense source page displays both the Reason description and Comparison. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. We solve big problems, small problems, and problems you didn’t know you had. The converted pdf can be attached as a receipt at the header level of the expense report, which can be a single receipt for multiple lines. Return to Expenses to view the Expense with the newly attached receipt and attach it to an Expense Report at any time. The credit card batch files will also contain this kind of information. 1: To begin, first select the expense you would like to itemize. 100 Mobile release. To attach more than one receipt to an expense on the SAP Concur mobile app, follow these steps: Android OS: Log into the SAP Concur mobile application. The screenshot below shows an example from one of my demo sites. When I log onto SAP Concur the only tabs that I see at the top is 'Travel' and 'App Centre'. It has increased time spent on an expense report which takes away valuable time from doing a job. under the . In my expense report I have a hotel reservation for a two day stay shown as a pending card transaction, and two separate card transactions for the two days. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. Complete all required fields and the optional fields as directed by your company. 3. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. 00 Room Tax 23. The permission gives the user access. For example, an e-receipt line item can be merged with one financial card real. If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. In the details you can quickly assign an expense to any existing report, and then use the arrow in the top right to move to the next expense on the report. Click Itemize or Nightly Lodging Expenses. For a demonstration of our NextGen UI, click Itemizing Expenses. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. Eventually, the employee must create one or more expense reports (depending on configuration) to account for the cash. View the Expenses in. When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options. Take control of your travel program and see how travel dollars are spent. Hello. Log in to Concur via Single Sign-On. Login to SAP Analytics Cloud and Click on Connection. Click the Combine Expenses button. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. When the Manage Expenses sub-menu appears, click the + Create New Report tile; or Unable to combine separate expenses for single reservation. Enable SSO in Test Environment . This report doesn't show the recall button so I am trying to get this returned so I can update. You will be given options on how to add the receipt. • Add transactions to the expense report when available in Concur • Upload receipts • Assign expense codes and cost center • Submit report in Concur • Report is reviewed and approved by department approver/supervisor • Report is reviewed and approved by MET Finance • Report is reviewed and approved by the University’s Travel. Creating New Reports in Concur Intelligence. Amount. For e. Method 1: To start from Concur Requests:. • Can run for… Range of Time Specific employees Specific expense types Trip/Report typesCreating a New Expense Report . For example, an e-receipt line item can be merged by an credit board transaction. Concur Expense does not have the capability of creating reports by statement period, it only creates by Month or by Trip. Last Updated: 4/25/2016 . Please perform the keep: - Drive the CC expense from you report to expenses. If I select all three, "Combine Expenses" is greyed out. Concur How-to: Adding Lodging to Expense Reports [1] In Concur, you need to itemize employee lodging expenses, meaning you need to break out the individual costs of each night’s stay. SAP Concur solutions help you simplify your company expense process and make life easier for employees. The rule conditions would depend on what information is being included in the emails sent out for your Concur setup. Click Save. Create the expense as usual and click the Itemization tab (instead of Save Expense ). Once the receipt has been added, you will be taken back to the expense details. It makes itemizing the 5 different expense categories difficult. In the details, you can quickly assign an expense to any existing report, and then use the arrow in the top right to move to the next expense on the report. To unite with combine spending: Go into your Expense Report. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. 1. Part 3: Enable travel-related options: Allow users to combine expense into a single merged expense. Share Create a New Expense Report To create a report: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Report. If the expense report is returned to the employee, then the . Expense reports that exceed this limit can cause problems during workflow routing as audit rules are applied to reports. Report Details, select the . 3. Please refer to this video to learn more about copying an expense in Concur. From the home screen, press Expense Reports. Add an item from your Available Expenses library (for example, card charge, e-receipt) to your report. A global survey of finance and IT leaders found that 42% of companies saw increased employee productivity thanks to automated expense management processes, such as digitising expense receipts and auto-populating expense reports using a mobile app. Sign In. The system isn't designed to do that. On the menu, click Expense > Manage Expenses (on the sub-menu). To merge alternatively combine expenses: Go in your Expense Report. Concur Expense. In response to jonwarr. Airfare transactions have an amount, as the system knows what the actual cost was that was charged for airfare since it was purchased in Concur Travel. ), and other information. If they are a match simply click Continue and Concur Will combine your data nto one expense entry per match. If it is determined that two items represent the same transaction, Concur matches (combines) the two items and presents one combined item in the Available Expense section of the system. You cannot actually assign reports to specific processors. Unable to combine separate expenses for single reservation. You will also learn how to set up add your bank account to your profile and track your reimbursements. Log in to the Concur mobile app and select “Receipt. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. Within the report, click the blue Add Expense button:. . e. @jonwarr you should be able to click Report Details from your open expense report. Open report - every time the user opens an expense report, the system will review all available expenses to see if they match to expenses already on that report; Expense Assistant - the expense assistant continuously reviews new available expenses to see if they should be matched to existing report expenses or added to a report as a. Hi guys! In order for the receipts to merge with the credit card expenses, please make sure that both expenses remain unsubmitted. In Concur, click the Expense tab. 7. All the selected transactions will move to that report. So, all you have to do is add the Employee Data item to your report then add Cost Center from the appropriate Concept Fields folder in the data. Concur recommends limiting expense reports to less than 100 individual expenses per report. Click the radio button for the From date. Concur Expense offers good expense management. Aug 6th, 2022. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. 4. After reviewing your expenses and attaching your receipts, click Submit Report to submit your report for approval: Accept & Continue the certification statement: The report is submitted, and its status is listed in the Active Reports list. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. When a user is searching for using this tab, SAP Concur will return both flights and trains in the search results if trains are an option for the city pair entered. Then go to every other report, select the company card transactions that are older than 60 days. View and download the Itemizing Hotel/Lodging in a Travel Expense Report in Concur job aid. You may save it as a PDF, email it, or upload it to the cloud. You can edit them for this Report, if necessary. Each reservation in the tra vel booking trip will create a corresponding entry on the expense report. Enter a Report Name (whatever you want to call it so that the Report will be easily identifiable to you). What you could do is assign the small group of people a National Director as their default approver. Bottom Line: Concur Expense is part of SAP Concur’s suite of expense and travel management apps that are best suited for midsize businesses. That will match them together. Look to see if the Delete button has become active. If a user activates Expense. Add New Connection. U-M uses the Concur Expense Tool, accessible through Wolverine Access, for employee business expense reconciliation, including both PCard and out-of-pocket expenses. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . The SAP Concur app is a simple, secure tool that allows users to manage travel, expenses, and invoicing from their iOS or Android mobile devices. Review, Approve & Audit. You can select multiple expenses to allocate all of them to the same chart string if desired. @mdepoli if you have an expense entry on an expense report and the credit card transaction is in your Available Expenses, you can add the credit card charge to the report. - Separate and delete the "fake" expense. Shouldn't she be able to combine in this scenario? Both entries endured already added to certain expense report. The page refreshes, displaying the required and optional fields for the selected expense type. We would like to show you a description here but the site won’t allow us. At this point. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. That will do it. 1. Combine Expenses If you see the credit card expense in one line and a cash e-receipt in another, you should combine these lines to- Move the CC expense from you report to expenses. Employees will be able to book their trips directly with our travel partner without ever leaving. Mileage. There are 4 Concept Fields folders in the data warehouse, just so you know. release note in the. We do encourage them to add multiple expenses to each report. So, depending on your role at your company, there is a good chance that you would not be allowed to have this permission. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. ) Click Create Report. The option to Add Receipt now says View Receipt. g. If the Append button does not appear, click Save Expense and reopen the Expense Item. With the report open, you will see an orange Approve button. Transactions will be listed in the employee’s Available Expenses or may auto-assign to an Expense Report. Otherwise, you can use the "+New Expense" button to manually create an. The Cash Advance administrator issues the cash advance in Concur Expense, and the company pays the actual cash to the employ ee. For example, with e-receipt line item can be merged with a credit card transaction. If there are more than 60, repeat steps 1-2. View the Expense Details. Click the Create New Claim tile. March Expense Professional Release notes. - Go to expenses and click the cc expense. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. Learn recommended best practices and helpful hints to improve your Concur experience while building expense reports. You’ll see these expenses in your Available Expenses list. unable to update business purpose in expense report . My question is if in the section "Process Reports" in Concur, Is it possible change layouts, add or remove columns, for more or less information?. From this page, you can check the status of any submitted report: Concur Expense Concur Travel. A menu appears. ME kn. I received two charges from a hotel (a deposit and the actual charges). How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). One of is users has tried combining a credit card expense (with not receipt attached) on an expense built by ExpenseIt (with ampere receipt attached) and the combine option does not appear. 03. Best regards. An expense report was auto-submitted on the 16th of the month with a corporate credit card expense from the 8th of the month. 0. It is more cost effective to combine expenses into one report if possible, but since your company's situation is very specific and different than most, this would best asked of someone at your company to see if expenses can be combined. From the left pane, go to the Reports menu. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. At this point. never be pulled into a report without the transaction. 🙂 Travel & Expense System from the bank also need to be included in your expense report. forms signed. Group the Expense List. Non Reimbursable/ Personal. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. One of our users has tried combining a recognition ticket expense (with nay receipt attached) to an expense created through ExpenseIt (with a check attached) and the combine option does not appear. This infographic is for clients on the Standard edition of SAP Concur solutions. Not sure why this alert appears and do. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. On the Manage Expense screen, click Create New Report (Claim)found on the right side of the screen. If it is, then the user must add the company card charge to the same report, then the items will match. Consolidate your spending data. Have them select that option to see the current receipt. Click the Create New Report tile. Have your company card administrator "hide" them from your view. The e-receipt information may not contain all line items, usually due to credits or returns. For a short demonstration click Itemizing Expenses (Legacy UI). Concur Creating Expense Reports as a Delegate . All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. On the expense report page, the Available Expenses section appears,. To "fix" this mismatch go on the expense itemized, and in one of the line you add a 0. Concur Expense Report Quick Guide 5. The employee can also return cash “manually” to the Cash. Aug 1, 2018 04:19 PM. It helps eliminate paper receipts and makes it easier for you to complete your. Hope it helps. Oct 6, 2022 01:21 PM. This means you can run reports that others have created. Received this alert with a travel expense report: "This expense has no matching travel reservation. Click the expense report you need to recall. If the company requirement is mandatory to attach the receipts at each line level, then at receipt handling rule, you can edit this requirement for Mileage. Next, have the user drill into the expense line item. 8. 6. The answer is yes. Create an Expense Report for Travel Booked in Concur . This issue is preventing me from submitting the expense report to my company for the airfare payment. Video: Itemizing Hotel/Lodging in a Travel Expense Report in Concur. 1 - Transactions 360. SHARE. The screenshot below shows an example from one of my demo sites. We would like to show you a description here but the site won’t allow us. You will also learn how to set up add your bank account to your profile and track your reimbursements. It will give you 4 options, the first two of which are the best IMO. Combine expense and invoice data from your SAP Concur solutions and Xero in just one click. Review or change the information as appropriate. One reports has Order Number, Serial number etc. . How to combine expenses in Concur Mobile? by AASM in Concur Expense Friday . Click the Run Query button, then select Reports Ready for Processing. After the batch is closed, the payment will be processed in 3 business days and the ACH will be deposited into the employee’s bank account. So, all you have to do is add the Employee Data item to your report then add Cost Center from the appropriate Concept Fields folder in the data. Pros: *Multiple approvers can approve the same report at the same time. 3) On the Select Report screen, tap the desired expense report. How can i merge yours collectively ? did not see any merge menu once i choose diese two. Let me know if this works. Travel Start Time: time leave official headquarters or your. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then. To combine them manually, select both and click Combine Expenses. SAP Concur. From within an open expense report, select the expense. 100 Mobile release. Use this process while creating a report in Concur (Concur Expense: Creating a New Expense Report) and adding an expense (Concur Expense: Adding an Expense) that includes attendees, such as an Official Function. Aug 9, 2020 03:30 AM. Select the drop-down icon to choose the two expense accounts only. Once total selected,. How Concur identifies and combines expenses in a report. If you see Reporting, mouse over and let me know what you see. 4. Click each report to review it. 00 out of pocket or over $50. Received this alert with a travel expense report: "This expense has no matching travel reservation. It's a customizing? Thanks. statement reports default approver as specified on the User Administration page, not the expense report default approver nor the (Expense) default approver 2. 2. Add text, images, drawings, shapes, and more. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. Learn how to use Concur Expense to automatically manage your expenses, and how to create and submit your expense claims. Select the two expense limit items to can me. Delete the report. Note: The Check-in date should pre-populate based on the transaction date you entered when creating the Hotel expense. @jessicaholt1983 Thanks for posting in the SAP Concur Community. 302. Ensure that there are no receipt images attached to the selected expense line items. Check the box next to your desired transaction to select it. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. In the open Expense Report, select Add Expense. I used a corporate card for the transaction as well. That should hopefully do the trick. Supplies. Click the Delete icon next to the Report Name. The first step was to create your expense report by completing the Report Header in Concur. Click the Expense Report with the status of Not Submitted that you want to delete. - Go to expenses and click the cc expense. Community Manager. You are trying to combine to out of pocket expenses. We would like to show you a description here but the site won’t allow us. From the drop down, choose the best option for past reports. Select a transaction, then click the Move button and select To New Report. 3K. I have tried different browsers, logged in and out, deleted and created the expense report, deleted the itinerary in the expense report and repopulated it, and tried to input different. Objective . 02. Select Itemize from the lower right corner of the line time. We do encourage them to add multiple expenses to each report. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. Skip to Step 7 below. For more information about viewing, editing, or deleting expense reports, refer to the Expense Reports section of Expense. To get around it, i have to delete the pending charge from the expense report, then separate the receipt from the pending charge and re-add the pending charge to the report and then combine. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. How to Itemize an Expense . To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. We also run a report on the number of reports an associate is submitting each month. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. Both original receipts will be used up in this process, and only the new combined receipt will remain. Learn more . Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. Complete all required fields (those with red bars) and the optional fields as directed by your company. Select whichever option works for you. Click on the Expense Report you want to add a receipt to or Create a New Report. 2. . Employee that submitted report. Add the associated out-of-pocket expenses, attach the imported credit. Launch Course. In this session, you will learn time-saving tips for working with Concur Expense. All depends on your instructions to your employees and what information you have in your card feeds. The following required configuration options ensure archival of the most appropriate data used in your Analysis/Intelligence reports. 1. Aug 8, 2022 03:10 PM. Select the desired Unsubmitted Expense Report. Requests, on the Quick Task Bar. Select the module from the top of the screen. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. SAP Concur is committed to reinventing travel, expense, and invoice management with tools that simplify everyday processes and create better experiences. In some rare cases, our customers allow their employees to delete card transactions, but I would say from my experience, only about 10% or less of customers allow this. On the Expense Source page, click Separate (bottom of the window). Aug 1, 2018 04:19 PM. 6. At the top of the expense details they should see an option that says View Receipts. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. Hope this helps. From within an open expense report, select the expense. You will only be able to delete expense reports or cash advance requests that have not yet been submitted. 0 6 1. If the video helped and you were able to allocate the expense, please let me know that as well. Concur Users: All Requests will need to be resolved, either by closing/inactivating (if no expense report is necessary), or by submitting an attached expense report. To do so, add a Data Item from the Toolbox and name it Current Date. Click the desired report or click New Report to create a new one; The expense (along with receipt attached) is removed from the. This web-based service provides the tools you need to request and book travel, as well as create, and submit expense reports. Part Four – Adding TransactionsOne of our users does tried combining adenine credit card expense (with no receipt attached) to an expense created by ExpenseIt (with ampere sales attached) and the combine option does not appear. Another option is through the Concur app. Used example, at e-receipt row item can be merged with a credit card deal. Automation improves your business travel management and lets you: Simplify expense reporting with digital reports created via mobile, digitized, and electronic receipts, and automatic payment. Unable to combine separate expenses for single reservation. If what I described is not available, then from your report, select all the line items. Because it depends on your company policy. 3. The SAP Concur profile will allow you to sign in at: Here you can create an expense report and attach your receipts to your expense entries. The basic steps to complete an expense claim are: Create the claim and provide the claim-level information (such as the expense claim name, purpose of the claim and so on). Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. pece of data s actua y for the same expense. . The app will present your phone’s camera to take a photo or click on “+ Expense. Request, and click . When I try to combine the two expense items, system prompts me that the expenses cannot be combined. Make any necessary edits to the. At merge alternatively combine expenses: Go into your Effort Report. . I've provided a screenshot of how to delete a report. It will give you a list of all claims you have created. Users have the ability to merge or Amalgamate Expenses when the two selected spending are from different sources. Appending a new receipt will combine both receipts into a multi-page PDF file. I suggest speaking with your direct manager first and foremost to make sure you have the. If you are on the SAP Concur Expense Legacy UI, the Recall. Gain visibility to make. Concur Reporting 101: Reports to Start With - SAP ConcurConcur Expense: Receipt Handling – Digital Receipts Setup Guide . Concur will create another expense line with the same information, with one day added to the date. (The fields that appear on this page are defined by your company. All customary expense entry data fields are filled out, making it easier to complete an expense report and match to credit card feeds (if available via your configuration). Click the checkbox next to the two expenses you wish to combine. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. You won't have the ability to build the queries for them.