Delete the report. Concur Expense ensures all of the details—including the amount, date of the transaction, vendor, expense type and location—are accurately captured and. Create Expense Report . Launch Course. Edit the Report period. We solve big problems, small problems, and problems you didn’t know you had. Have your company card administrator "hide" them from your view. Part 3: Enable travel-related options: Allow users to combine expense into a single merged expense. Expense splits the combined item into the original two items. UATP-United Airlines. SAP Concur Community Manager. 2. Once I do that the system. I think the issue is twofold: 1. The first is "add attendees from Outlook Calendar". statement reports default approver as specified on the User Administration page, not the expense report default approver nor the (Expense) default approver 2. I have two reports with different data. A pop-up will appear containing two tabs, one for Available Expenses, the other to Create New Expense: Available Expenses holds University card transactions. Log in to Concur via Single Sign-On. Please perform as follow: - Move the CC expense from you report to expenses. Select Concur. In the Filter section, tick the box for Distribution Account. This user must also be assigned the Expense Processor role. What this does is every time you run the report, you can choose the data range you want. g. Sort the Expense List. b. Transactions will be listed in the employee’s Available Expenses or may auto-assign to an Expense Report. To create and submit an expense report in the web version of SAP Concur: 1. Select all expenses and click Allocate Selected Expenses. 12 CYN adding an additional transaction negative for -360. On the right side of the screen, add an allocation row for each account combination to be charged. . 4. That will match them together. I don't think this is quite as complicated as that situation. Then click "Create" to create an expense report OR use the Coupa app on your phone. Through our global network of travel partners, travel managers can get a full view of spending, make life easier for travelers, and optimize. From the Filter Condition field, click the drop down arrow then select Range. "Expense" in the upper left corner. Community Manager. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. 2. 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. Click on the Expense Report you want to add a receipt to or Create a New Report. 6. We do encourage them to add multiple expenses to each report. The SAP Concur Administrator‘s Guide to Success - Standard Edition. 2) Tap Move. Click the expense report you need to recall. View the Expense Details. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. To create a claim: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Claim. Select all expenses and click Allocate Selected Expenses. If they are a match simply click Continue and Concur Will combine your data nto one expense entry per match. If I select all three, "Combine Expenses" is greyed out. 🙂. Dec 22, 2022 09:15 AM. The Concur Travel & Expense system will combine and streamline business and travel purchases including UD Credit Card transactions. However, the true beneficiary of expense reports is the business owner. Review, Approve & Audit Built-in workflow. 🙂. Look to see if the Delete button has become active. In Concur, delegates are able to perform a number of tasks on behalf of another user, including creating new expense reports. SAP Concur uses the Pending Card Transaction payment type, regardless of whether the admin has activated this payment type for the group. 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. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. It will give you 4 options, the first two of which are the best IMO. You can select multiple expenses to allocate all of them to the same chart string if desired. Click the Combine Expenses button. SAP Concur Expense solutions will automatically download the transaction details and will create an expense. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. 1. And an other situation is If the information to download like an Excel File will be exactly like I see in Screen in Concur. I received two charges from a hotel (a deposit and the actual charges). Hi My hotel cost seperate to two expenses . If you’re merging an expense, created from a credit card feed and a manually. ii) Copy a previously submitted expense claim. [Reference: SAP Concur User Guide – Signing In] On the home page, there. yesterday. g. If you want to combine the cc with you expense - Tick the cc and the expense, select Combine expenses. 2. What you could do is assign the small group of people a National Director as their default approver. Select the two expense limit items to can me. The first would be from the expense details at the line item level. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. Best regards. - You will see that there is and expense already combined. This data co mes directly from the supplier and provides the user with a complete receipt image linked to their expense item. The expense user logs in, creates an expense report and fills out header information. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. Pros: *Multiple approvers can approve the same report at the same time. (Instructions for installing the app are at the end of this email. 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. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. Unions are great for taking two data sets that have the same. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. A majority of customers I have worked with require each day's worth of mileage as separate line items on the. Now it’s time to add expenses to your expense report and to add information to. For a demonstration of our NextGen UI, click Itemizing Expenses. And then -- if you did pay a lodging deposit -- be sure you have a separate expense line on your report for Expense Type Lodging Deposit (Pre-Trip). If you purchased an airline ticket in the Concur booking tool or through the onsite agency, you will need to create an expense report to substantiate the airfare. 2. ”. After you click it a date field will pop up. Add the associated out-of-pocket expenses, attach the imported credit. Report Details, select the . under the . August 2021 release. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. - Go to expenses and click the cc expense. This integration reduces the time and effort. Above the details of the expense you will see an option to Add Receipt, click this. All depends on your instructions to your employees and what information you have in your card feeds. 2022_01. The expense first needs to be moved from a report into Available Expenses before you get the detach option. At this point. Employees naturally expect any personal funds expended for business to be paid back to them. The Report Library View displays Active Expense Reports. The only way company card statements or transactions can come into SAP. Aug 9, 2022 01:50 PM @LoriAux open the report with the transactions yourself want to go. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. Then each of those National Directors can use the Approve & Forward option. - You will see that there is and expense already combined. 1. Consolidate your spending data. Regardless, the travel allowance wizard and menu appear only if you meet 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. Thanks Angela. Repeat until the Remaining Amount is $0. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. If the expense report is returned to the employee, then the . a. 12 CYN, choosing. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. Auto-suggest serves you quickly narrow down your search resultat by suggesting possible matches as him type. Method 1: To start from Concur Requests:. Oct 6, 2022 01:21 PM. • Concur Expense automatically generates a receipt image that accompanies the expense, on the E-Receipt tab of the expense entry. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. The page refreshes, displaying the required and optional fields for the selected expense type. 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. 2. Then you can add the other PCard transactions that fall in the statement report date range to the report. 1. You will be given options on how to add the receipt. On the Report Header screen, complete all required (compulsory) fields. Expense Report Process. " The trip was booked through Concur. 1. . Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. It helps eliminate paper receipts and makes it easier for you to complete your. - Go to expenses and click the cc expense. At merge alternatively combine expenses: Go into your Effort Report. 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. 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. 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. Part 1: Map expense types to spend categories. . I can't find a way to combine all three expenses. On the landing page of the application, go into Expense Reports. Hello Kevin I have the same problem, if I can´t merge those expenses I will have diferences when I put the details of these expenses because the first value was a deposit and the second was the diference of the total stay cost , how can I. Users have the ability to amalgamate instead Combine Expenses when the two selected expenses exist from different sources. 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. g. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. by shine in Concur Expense yesterday . The system isn't designed to do that. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. Please try and let me know how it goes. Single hotel charge split into two expenses. On the screen that opens you will see your submitted report. Video: Itemizing Hotel/Lodging in a Travel Expense Report in Concur. Report: Expense Reports By Country. It's a customizing? Thanks. 00 Other Room Tax 1 2. First time using Concur. You can select Append on a previously used receipt or document, if displayed. . For personal expenses paid for on a company card, it depends on how your company has the card program. 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. Read the procedures 1. expense report without adding a receipt image to the car rental expense entry, asApp Center Brochure: Amazon Business Integration. - Send again the CC to the report and you will be able to combine it with the Expense. Review the E-Receipt Activation confirmation message verifying that you have signed up to receive E-Receipts. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. 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. Get started with first creating your expense report on your desktop or mobile device. Requests, on the Quick Task Bar. If there are more than 60, repeat steps 1-2. Click OK. We would like to show you a description here but the site won’t allow us. Users have the ability to merge alternatively Combine Expenses when the twin selected expenses are from different sources. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. - or -. Thank you, Kevin Dorsey. You’ll see these expenses in your Available Expenses list. e-Receipts in Concur 4/5/2019 1 . As a user you have access to all your Expense Reports and can view them anytime. Admin. To see if they do, click Expense at the top of the SAP Concur home screen. 5. Super User. Complete all required fields and the optional fields as directed by your company. 🙂Travel & Expense System from the bank also need to be included in your expense report. Select whichever option works for you. To move a manually created expense to another report: With the report open, select the check box of one or more expenses. The custom query does need to be built by each processor when they are logged into SAP Concur. Reduce time spent on expense reports by streamlining the process. 0. Click Add. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. 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. Jun 26, 2023 01:08 PM. Once the receipt has been added, you will be taken back to the expense details. Click one of these: New Report (at the. For example, an e-receipt line item bottle be merged with a credit select operation. I kn. 01 USD or which currency is the mismatching for and press Save. After the report opens, click the Recall button – (This is a blue button on the top right side of the screen as shown below in the screenshot. 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. - Send again the CC to the report and you will be able to combine it with the Expense. So, for your example you can select Sent for Payment Date from September 30 to October 31. An automated solution can help streamline these tasks. The option to Add Receipt now says View Receipt. Read the procedures 1. 2. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. Open your expense report and go into the expense entry to which you need to attach multiple receipts. Create the expense as usual and click the Itemization tab (instead of Save Expense ). 0. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. Learn recommended best practices and helpful hints to improve your Concur experience while building expense reports. Initiating one Expense Merge: on the web download. If an employee uploads a receipt, and the credit card expense hasn't been imported yet, the employee should not submit the report the receipt is on quite yet. • Allocation sepa rator: This symbol separates. My expense report returned twice because my hotel invoice missing company name and vat. Next, have the user drill into the expense line item. Discover how you can customize expense entry analysis by rolling up top expense types by the approved amount and adding a. This guide will demonstrate how to recall, edit and delete Concur. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. pece of data s actua y for the same expense. Preview unavailable The option to combine expenses will not appear if: To combine them manually, select both and click Combine Expenses. ; Upload and Attach a Receipt to an Expense Line. The following required configuration options ensure archival of the most appropriate data used in your Analysis/Intelligence reports. This takes you to the Manage Expenses screen. Click the Combine Expenses button. . To separate two transactions that were combined in error, click in the Payment Type column of the combined item. Enter a Report Name (whatever you want to call it so that the Report will be easily identifiable to you). . Users have the ability go merge or Combine Expenses when one two selected expenses are from different sources. You should be able to delete it. Concur Expense: Company Card Setup Guide for Standard Edition . You can choose from the following: a) In the top menu, click on Expense. For example, and e-receipt line single can must merged with a credit cards transaction. It also depends on the Source for the expense e. Expense splits the combined item into the original two items. Keep your employees safe and connected, allowing you to fulfill duty of care. Creating a New Expense Report . Not sure why this alert appears and do. ; Mark the expenses you want to merge (only two). Click the Reservation link (on the expense report) to view the reservation on the Expense Source page. We would like to show you a description here but the site won’t allow us. forms sent. Eventually, the employee must create one or more expense reports (depending on configuration) to account for the cash. 100 Mobile release. On the menu, click Expense > Manage Expenses (on the sub-menu). Creating New Reports in Concur Intelligence. Return to Expenses to view the Expense with the newly attached receipt and attach it to an Expense Report at any time. We do encourage them to add multiple expenses to each report. Select every line item you wish to move by using the little checkbox. U-M uses the Concur Expense Tool, accessible through Wolverine Access, for employee business expense reconciliation, including both PCard and out-of-pocket expenses. To recall the report: Navigate to the Expense tab at the top of the SAP Concur homepage. Once selected, click the Move button. That should hopefully do the trick. 1. Concur Expense: Select can EGO fold two cost in concur. We have our employees to submit their expenses within 14 days of incurring the expense. Apr 19, 2021 12:52 PM. 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?. To combine them manually, select both and click Combine Expenses. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. T&E Card 3. Keep your employees safe and connected, allowing you to fulfill duty of care. 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. Unable to combine separate expenses for single reservation. 3K. If it doesn’t, please send me a private message with your company name and the location of the report and I’ll take a look. ) Click Create Report. 2. This system will replace former travel request, booking, authorization, and expense systems for the University of North Concur Expense • View Expense Details • Move Items • Delete an expense • Combine expenses • Edit multiple expenses Concur Request • View audit trail and Request timeline • Submit a cash advance • Add attendees to expected expenses Concur Budget • Create a team budget • Make an adjustment to a team budget Please perform as follow: - Move the CC expense from you report to expenses. An ExpenseIt entry and a corresponding credit card transaction in an expense report can be matched by clicking on the Combine button. I believe one says Assigned Itineraries. 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. Click the Delete icon next to the Report Name. To separate two transactions that were combined in error, click in the Payment Type column of the. When I go to Expense ->Process Reports -> Print Detailed Report (Or any other kind of report) The system shows me an expense report which I can export to PDF or print. Select a transaction, then click the Move button and select To New Report. I imported both charges into my expense report. 3. We would like to show you a description here but the site won’t allow us. 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. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. To "fix" this mismatch go on the expense itemized, and in one of the line you add a 0. 1 Solution. When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options. Both original receipts will be used up in this process, and only the new combined receipt will remain. So, for your example you can select Sent for Payment Date from September 30 to October 31. When reading the Expense v4 API details on. Click OK. To add. This is one way you can "assign" reports to people. To itemize a hotel expense: After completing all the required fields of either the out-of-pocket hotel expense or imported hotel company card charge, click the Itemize button below the entry details. Part 2: Map expense types to travel reservation (trip) types. Continue to drive business and end-user adoption forward with tools to help optimize your SAP Concur solutions. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. The e-receipt information may not contain all line items, usually due to credits or returns. The other expense report is in a submitted state pending external validation. In the Mobile App, the receipt images are stored under Expenses: a. 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. Today, we’re pleased to announce a new Amazon Business Integration for Concur Expense. Includes cost object information and expense report type. If a match is. At a certain. Appending a new receipt will combine both receipts into a multi-page PDF file. If they do, and the credit card expense imports afterwards, there. Select the claim that you decided will be the one to submit. Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. The system is waiting for the actual company card charge to come in. There are scenarios where Concur APP combines a "fake" Expense to a CC expense; if diese happen you will see the expense and and CIRCLE and you won't be able to combine them as the MILLILITER outlay has already been combined to this "fake" expense. How to move an Upcoming Trips out of an Expense Report and back into the Upcoming Trips By accident I click on create an Expense Report for a travel itinerary and need to place it back into the Upcoming Trips window. 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 these two line items are supposed to be one expense, just delete one of them. Simplify expense reporting and get more visibility into spending. 1. To merge or combination expenses: Go up your Expense Report. Last Revised: November 3, 2022 . See these instructions on handling fraudulent charges in a report on what immediate actions to take and how to create the expense report. The first image (Receipt) were uploaded with the Receipt feature. 3-26 Available to: Analysis Intelligence 3-26 Uses: Expense Data Travel / TripLink Data 3-26 Report: Invoice Billed Transaction Reconciliation - Detail (Calendar Month) 3-28To move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. The Cash Advance administrator issues the cash advance in Concur Expense, and the company pays the actual cash to the employ ee. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. You cannot actually assign reports to specific processors. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. Check the box next to your desired transaction to select it. That should hopefully do the trick. Learn more . Add the associated out-of-pocket expenses, attach the imported. Mileage. From adding all expense report details and receipts to submitting, reviewing for accuracy and. Review or change the information as appropriate. 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. Solved: One of our users has proven combining a credit card charge (with no receipt attached) to einen expense created over ExpenseIt (with a receipt SAP Concur Community Sign With 1. Select the couple cost line items to be me. For example, with e-receipt line item can be merged with a credit card transaction. Applies to these SAP Concur solutions: Concur Expense Professional/Premium edition Standard edition Concur Travel Professional/Premium edition Standard edition Concur Invoice Professional/Premium editionSAP Concur solutions simplify travel and expense management, allowing employees to book business travel on their own, submit expenses easily, and stay within spending policies. Create Expense Report . We also run a report on the number of reports an associate is submitting each month. Selecting the two expenses line items to be me. Open your expense report and go into the expense entry to which you need to attach multiple receipts. As a Proxy. 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. @jessicaholt1983 Thanks for posting in the SAP Concur Community. This will create a Statement Report for you. Travel Start Time: time leave official headquarters or your. The answer is yes. 6. 2. On the expense report page, the Available Expenses section appears,. You’ll see these expenses in your Available Expenses list. You most likely will need to.