Have your company card administrator "hide" them from your view. Log in to the Concur mobile app and select “Receipt. 12 CYN,. The Concur Travel & Expense system will combine and streamline business and travel purchases including UD Credit Card transactions. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. 2. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. Automated, fast, and accurate expense reporting helps you improve productivity, compliance, and control over spend. Unable to combine separate expenses for single reservation. 2. From this page, you can check the status of any submitted report: Concur Expense Concur Travel. Customer have the ability to merge or Combine Expenses when the two selected expenses are from diverse sources. "Expense" in the upper left corner. Select all expenses and click Allocate Selected Expenses. 40 Other Room Tax 2 [2 Combine room rate and taxes into a single entry Additional Charges (each night) nse T Choose an expense type Expense Type Choose an. 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. If these two line items are supposed to be one expense, just delete one of them. workflow can combine one or more standard Expense approvers and one or more authorized approvers. I kn. This only happens if the Pending Item is not already on an expense report. I can't find a way to combine all three expenses. I think the issue is twofold: 1. Click on the Add Receipt icon. Click the Reservation link (on the expense report) to view the reservation on the Expense Source page. Submit them on an expense report. Users have the ability to merge alternatively Combine Expenses when the twin selected expenses are from different sources. Click Itemize or Nightly Lodging Expenses. Employees will be able to book their trips directly with our travel partner without ever leaving. The expense user logs in, creates an expense report and fills out header information. 2. Method 1: To start from Concur Requests: 2. Concur Expense: Workflow. Learn recommended best practices and helpful hints to improve your Concur experience while building expense reports. Transform your daily workflows and Merge Hotel Receipt. . 1. 12 CYN adding an additional transaction negative for -360. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. The first would be from the expense details at the line item level. Report Details, select the . This Quick Reference Guide demonstrates how to itemize an expense in Concur when preparing an expense report. Create Expense Report . To view a linked travel reservation: 1. Create a New Expense Claim. 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. . Concur Expense offers good expense management. Then you can add the other PCard transactions that fall in the statement report date range to the report. If the Expense Report is not pending approval or is already approved, you will be able to edit the Expense 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. You will also learn how to set up add your bank account to your profile and track your reimbursements. by LovelyAsmolo in Concur Expense Saturday . • Users can access and print e-receipts at any time from within Expense. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. This integration reduces the time and effort. Solved: Dear, Currently I have an expense (Hotel) in my report which gives an " This expense cannot be submitted until it is matched to an. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. You will be taken to the Concur home page. An automated solution can help streamline these tasks. - Send again the CC to the report and you will be able to combine it with the Expense. Did this response answer your question?To move a receipt and the line item is is attached to: On an expense report open, select the expense line item (with attached receipt) that you want to move. 4. 0. I kn. Each reservation in the tra vel booking trip will create a corresponding entry on the expense report. Shouldn't she been able to connect in this scenario? Both entries were already added to an expense report. In order to browse up-to-date content, please go back to the main page of openSAP Microlearning. Part 1: Map expense types to spend categories. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright. 2) Tap Move. ) Follow these guidelines when completing the fields in an expense report: Report Title - (This is important! List the trip purpose, research project, or event that@Vickie-cridland For the screenshot of combining expenses, it appears that one line item is for Lunch and the other for Train. 6. Jun 26, 2023 01:08 PM. create a Travel, Entertainment, and Reimbursement Expense Report in the Concur Expense Module. For example, an e-receipt line item bottle be merged with a credit select operation. Eligible expenses meet all the following criteria: • The expense is from an itinerary, an e-receipt, or ExpenseIt. I used a corporate card for the transaction as well. The page refreshes, displaying the required and optional fields for the selected expense type. Report Details, select the . On the Confirm Delete message, click Delete. I've provided a screenshot of how to delete a report. - Send again the CC to the report and you will be able to combine it with the Expense. Add the associated out-of-pocket expenses, attach the imported. @elliobc me again. To merge: Go to Expenses on the left sidebar. g. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. Click on the Customize button. 0. Watch the video Read the procedures 1. One was 12,500 TRY and the other is just over 3,000 TRY. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. Creating a Travel Expense Report. The Manage Expenses page displays. Used example, at e-receipt row item can be merged with a credit card deal. Click on the Expense Report you want to add a receipt to or Create a New Report. Concur ExpenseThe term e-receipts refers to data sent to Concur through the SAP Concur Connect Program. o Enter Duty Station and Residence City, and Residence State if not populated. 5. Select the drop-down icon to choose the two expense accounts only. Enter a Detailed Business Purpose. Sign your document online in a. Learn when receipts are required and how to upload them to Concur. 1 - Transactions 360. I don't think this is quite as complicated as that situation. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. Open your expense report and go into the expense entry to which you need to attach multiple receipts. 100 Mobile release. Select your desired Expense Report from the Report Library. Receipts are required for expenses over $25. from an approved travel request 2. We offer a customizable, end-to-end suite of products that can help manage complex business challenges, navigate global regulations, audit employee spending, and more. Review the E-Receipt Activation confirmation message verifying that you have signed up to receive E-Receipts. Repeat until the Remaining Amount is $0. • An expense report is submitted after the trip to post expenses to accounts • If the employee is out of pocket for any expenses this will generate a reimbursement payment. For the ability to manually combine expenses on mobile, I would suggest that you keep an eye on the SAP Roadmap Explorer and the SAP Concur Mobile App Release Notes. The option to Add Receipt now says View Receipt. Part 2: Map expense types to travel reservation (trip) types. Select the two expense line items to be merged. View the Expenses in. Let me know if this works. In the Expression Definition type “current_date” but without the quotation marks. g. ThanksThe hotel itinerary item or the e-receipt will show up before the actual card charge, that's why the item you see says Pending Card Transaction. But there is no Match button or. Super User. We would like to show you a description here but the site won’t allow us. Ap. g. My expense report returned twice because my hotel invoice missing company name and vat. Apr 19, 2021 12:52 PM. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. . The files batched out of the payment manager could be considered some form of an archive, as it will contain the data of who was paid out what amounts, from where the expenses came (vendor, report name, date, etc. The screenshot below shows an example from one of my demo sites. Once expense reports are processed for payment, the only modifications that can be made to the report include attaching additional receipts or supporting documentation (for example, if you forgot a secondary approval on an expense report, attach or fax a signed hard-copy of the report to the expense report in Concur for tracking purposes). Get started with first creating your expense report on your desktop or mobile device. SAP Concur Community Manager. Concur Expense Report Quick Guide 5. Manager of the employee. Verify the imported expense (s) appear in the Expenses list. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . Within a Report New Available Expenses are evaluated for a match against existing expenses within a report only when the user manually opens the report. 00 Not Submitted I Report Number: SA8S14 rint/Share v Manage Receipts v View Available Receipts Ele-Receipts in Concur . If you still have questions after watching the video, let me know. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. When reading the Expense v4 API details on. Requests, on the Quick Task Bar. For personal expenses paid for on a company card, it depends on how your company has the card program. This is one way you can "assign" reports to people. Next, have the user drill into the expense line item. Select the approved Travel Request, and under the Action select Expense; this action will populate CoA information from the Travel Request to the Travel Expense . To do so, add a Data Item from the Toolbox and name it Current Date. Click Add. On the expense report page, the Available Expenses section appears, including all the Travel itinerary items, e-receipts, and any imported corporate card transactions. This user must also be assigned the Expense Processor role. To add. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. At merge alternatively combine expenses: Go into your Effort Report. Take control of your travel program and see how travel dollars are spent. To merge or combination expenses: Go up your Expense Report. 2. 1. - or -. To merge or combine expenses: Go into your Expense Report. 2. On the menu, click Expense > Manage Expenses (on the sub-menu). Through our global network of travel partners, travel managers can get a full view of spending, make life easier for travelers, and optimize. The first step was to create your expense report by completing the Report Header in Concur. I am with a new company now, and all they have are the canned reports that Concur provides which. The expense report page appears, ready for you to add expenses. Skip to Step 7 below. The system is waiting for the actual company card charge to come in. Enter all necessary information for the itemization. On the menu, click Expense > Manage Expenses (on the sub-menu). 🙂 Travel & Expense System from the bank also need to be included in your expense report. Edit the Report period. If a receipt is assigned to a report before the corresponding expense shows up, it becomes the attachment of the whole report, not being able to be reassigned to an individual. Continue to drive business and end-user adoption forward with tools to help optimize your SAP Concur solutions. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). 3K. How Do I Create/Update New User Shapes Using in Importing File? How Go I Manually Create one New SAP Agree Profile? The basic process The basic steps to complete an expense report are: Create the report and provide the report-level information (such as the expense report name, purpose of the report, and so on. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. From the drop down, choose the best option for past reports. Once expense reports are processed for payment, the only modifications that can be made to the report include attaching additional receipts or supporting documentation (for example, if you forgot a secondary approval on an expense report, attach or fax a signed hard-copy of the report to the expense report in Concur for tracking purposes). You are trying to combine to out of pocket expenses. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright. If you see Reporting, mouse over and let me know what you see. Take a business trip using SAP Concur mobile solutions and see for yourself how easy it is to book travel and complete expense reports on the go. SHARE. • Concur Expense automatically generates a receipt image that accompanies the expense, on the E-Receipt tab of the expense entry. We address the ones who are submitting too many unnecessarily. 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. It has increased time spent on an expense report which takes away valuable time from doing a job. We solve big problems, small problems, and problems you didn’t know you had. We address the ones who are submitting too many unnecessarily. Automate Expense Reports. Review, Approve & Audit. Expense . Delete the report. if the Source is ExpenseIt then I think you only have the option to delete the Expense; you can't detach the receipt as it's intrinsically linked to the. The Available Expenses section is located in the middle of the Manage Expenses page, as well as on the Concur landing page: The table for available expenses is at the bottom of the expenses page. Report Number in Concur Expense Accounting Extracts . On the menu, click Expense > Manage Expenses (on the sub-menu). If the items are not a match pease click Decline Match. When the Manage Expenses sub-menu appears, click the + Create New. It will give you 4 options, the first two of which are the best IMO. I have two reports with different data. Hi My hotel cost seperate to two expenses . Click the drop down arrow, then select All Purchasing Cards to see your PCard transactions. 100 Mobile release. Unable to combine separate expenses for single reservation. 1 - Transactions 360. SAP Concur Community Manager. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. 6. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. If there are more than 60, repeat steps 1-2. approved before any travel expenses can be submitted The next steps walk you through assigning this Expense report to an port Header, then use vertical scroll bar to go to bottom of screem Step 2 - click "add" to see list of approved Requests Step 3 - Report and click "add", then "save" New Expense Available Receipts Expense Type SAP. 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. 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. how to un combine the expenses. Aug 1, 2018 04:19 PM. What i want to do is merge this two reports using macros do the Vlookup to corresponding Order numbers and get both in single workbook. 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. Click the Combine Expenses button. Log in to Concur via Single Sign-On. 2. When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options. 2. For example, and e-receipt line single can must merged with a credit cards transaction. Thanks. User. Get more out of your Concur with tips and tricks for Concur Expense. For a demonstration of our NextGen UI, click Itemizing Expenses. Any line with a payment type of “ Cash” in the Available. Concur Expense. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . 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. Requests, on the Quick Task Bar. You won't have the ability to build the queries for them. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. Initiating one Expense Merge: on the web download. The Cash Advance administrator issues the cash advance in Concur Expense, and the company pays the actual cash to the employ ee. 4. The changes they can make also depend on. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. Only drawback would be that the delegate will see all expense reports (past and present) Set a rule in my inbox to forward emails coming from Concur with regards to this report. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. From adding all expense report details and receipts to submitting, reviewing for accuracy and. See these instructions on handling fraudulent charges in a report on what immediate actions to take and how to create the expense report. 1. Jun 16, 2022. guidebook for using Concur. Click each report to review it. 1 Solution. We also run a report on the number of reports an associate is submitting each month. For e. So we have to manually upload the same invoice for 100+ expenses and explain it. The basic steps to complete an expense report are: Create the report and provide the report-level information (such as the expense report name, purpose of the report, and so on. Please perform as follow: - Move the CC expense from you report to expenses. Select the two expense line items to be me. 12 CYN adding an additional transaction negative for -360. You can choose from the following: a) In the top menu, click on Expense. 12 CYN, choosing. Launch Course. Initiating one Expense Merge: on the web download. Concur. If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. 0 6 1. Concur will create another expense line with the same information, with one day added to the date. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. I used a corporate card for the transaction as well. 100 Mobile release. You are trying to combine to out of pocket expenses. You’ll see these expenses in your Available Expenses list. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. Concur Expense ensures all of the details—including the amount, date of the transaction, vendor, expense type and location—are accurately captured and matched to the expense entry. For a short demonstration click Itemizing Expenses (Legacy UI). By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. This occurs when the user moves an Available Expense to their expense report. is pending Financial Unit Approval, you may recall the. View the Expense Details. The system does not allow you to import more. There are two methods to link approved Travel Requests to Expense Reports as outlined on the attached Quick Reference Card: Linking an Approved Travel Request to an Expense Report . The first would be from the expense details at the line item level. forms sent. If the expense report is returned to the employee, then the . E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. If a receipt is assigned to a report before the corresponding expense shows up, it becomes the attachment of the whole report, not being able to be reassigned to an individual. The rule conditions would depend on what information is being included in the emails sent out for your Concur setup. Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. An expense report allows employees to document each business expense, provide a corresponding receipt and get reimbursed from company funds. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. Community Manager. You can choose from the following: a) In the top menu, click on Expense. On the Report Header screen, enter a name for your report using the naming convention recommended by your company. Concur Reporting 101: Reports to Start With - SAP ConcurConcur Expense: Receipt Handling – Digital Receipts Setup Guide . If they do, and the credit card expense imports afterwards, there. The software update is not user-friendly or has improved the product. Expense Report Process. The permission gives the user access. When the company card charge comes in, it will match to the Pending ExpenseIt item. View and download the Itemizing Hotel/Lodging in a Travel Expense Report in Concur job aid. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. About SAP Concur. Do you not see the option? I hope this helps. The SAP Concur Administrator‘s Guide to Success - Standard Edition. There are two methods to link approved Travel Requests to Expense Reports as. To start an Expense Report click . from an approved travel request 2. Report Header. Concur Expense: Select can EGO fold two cost in concur. I know that there should also be an expenses one which is the one that I actually need to use. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. In addition, the administrator has many more options with. I need to expense them as one expense. Hello. For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. . • Can run for… Range of Time Specific employees Specific expense types Trip/Report types Creating a New Expense Report . 3. Select ItemizeWith a unified view of your SAP Concur data, you can empower key stakeholders with the information they need to understand and impact the bottom line. That should hopefully do the trick. The queries take about 2 minutes to create. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. 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. For the ability to manually combine expenses on mobile, I would suggest that you keep an eye on the SAP Roadmap Explorer and the SAP Concur Mobile App Release Notes. We do encourage them to add multiple expenses to each report. To merge instead combine expenses: Go into your Issue Message. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. all ExpenseIt entries will be moved to an expense report automatically. Select Itemize from the lower right corner of the line time. You’ll see these expenses in your Available Expenses list. A pop-up will appear - click the. From the left pane, go to the Reports menu. If its possible what are the steps to be followed. This takes you to the Manage Expenses screen. If you click on it, it will open. Now it’s time to add expenses to your expense report and to add information to. Select the couple cost line items to be me. under the . Once I do that the system. When the new expense opens, click. We have our employees to submit their expenses within 14 days of incurring the expense. From the Best Practices Dashboard to configuring approval flows to an online Help menu in 21 languages, this eBook covers everything you need to know to get the most out of your Concur solution. When the allocate line appears, look for the Cost Center or Department field and enter the old department. When creating Expense Reports in Concur, it is essential to link your approved Travel Request to your Expense Reports. Add the associated out-of-pocket expenses, attach the imported. Click the radio button for the From date. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then. Select the expense type that applies to the first itemization. From the Concur homepage, click Expenses near the top of the page. 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. Clarified that the Combine button functions differently under the two different user interfaces – Legacy (current UI) and Next Generation (NextGen). 302. Review or change the information as appropriate. Available for free via the SAP Concur App Center, the integration reduces the time and effort required for employees to create expense reports from Amazon Business purchases and increases the accuracy of data captured on. Select Merge. 3) On the Select Report screen, tap the desired expense report. Eventually, the employee must create one or more expense reports (depending on configuration) to account for the cash. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. Contact us today. The Confirm Delete window appears. Click Accept. Hope this helps. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. Yes, I figured it out. The custom query does need to be built by each processor when they are logged into SAP Concur. It makes itemizing the 5 different expense categories difficult. Add text, images, drawings, shapes, and more. To connect or combine expenses: Go into your Charge Report. To combine them manually, select both and click Combine Expenses. You may save it as a PDF, email it, or upload it to the cloud. 3. This web-based service provides the tools you need to request and book travel, as well as create, and submit expense reports. Automatically audit 100% of expense reports for fraud and compliance issues. Last Updated: 4/25/2016 . - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). We offer a customizable, end-to-end suite of products that can help manage complex business challenges, navigate global regulations, audit employee spending, and more. Thanks, GregWhen I try to combine the two expense items, system prompts me that the expenses cannot be combined. On merge conversely combine expenses: Go at your Expense Report. Open an expense report. Finance. 🙂 So, on hunch I went into your account and looked at one of your expense reports. Hi, I have my expense report returned twice because my hotel. Matches that Need Confirmation: 1 New Expense Exceptions Expense Type O ther Expenses auick Expenses Date 10/18/2018 Amount. This guide provides instructions on how to create an expense. 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.