It also depends on the Source for the expense e. When the company card charge comes in, it will match to the Pending ExpenseIt item. Click the Create New Report tile. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. To do so, add a Data Item from the Toolbox and name it Current Date. 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 . How Concur identifies and combines expenses in a report. Thanks, GregWhen I try to combine the two expense items, system prompts me that the expenses cannot be combined. You will be given options on how to add the receipt. So, depending on your role at your company, there is a good chance that you would not be allowed to have this permission. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. To create a report: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Report. Concur Creating Expense Reports as a Delegate . I have a hotel stay and for some reason it charged the card in two transactions. Expense . 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. The allowable amount is calculated on a daily basis and is not aggregated over the entire period of the trip. I don't think this is quite as complicated as that situation. On the Details menu in the Expense list of a report, select Allocation. Report Details, select the . To separate two transactions that were combined in error, click in the Payment Type column of the combined item. @EdwinaM you cannot combine entries that have the same payment type, so what you experienced is by design. Apr 7, 2021 09:21 AM. Then each of those National Directors can use the Approve & Forward option. Enter all necessary information for the itemization. I'm assuming they have already attached one receipt to the line item in question. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. yesterday. Click OK. Once the card charge is added, you can select both items (using the little checkbox to the left) and then click Combine. The Expense source page displays both the Reason description and Comparison. From the reports list, press + at the bottom of the screen. A lot of our customers use the processor approval as the final approval for the expense report. Get your file. Select whichever option works for you. We have our employees to submit their expenses within 14 days of incurring the expense. This will put the the MasterCard charge back in your available expenses. 1 Solution. 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. We also run a report on the number of reports an associate is submitting each month. Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. Report Header. If the video helped and you were able to allocate the expense, please let me know that as well. Aug 9, 2022 01:50 PM @LoriAux open the report with the transactions yourself want to go. On the menu, click Expense > Manage Expenses (on the sub-menu). Users have the ability go merge or Combine Expenses when one two selected expenses are from different sources. Within the report, click the blue Add Expense button:. Select to two expense queue items to subsist me. Enter the Transaction date which is your checkout date. To start an Expense Report click . This is one way you can "assign" reports to people. Click on that and it should show you what itinerary is assigned. The IT help desk where I work hasn't got very far with solving this so I was wondering if anyone here could help. 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. This data co mes directly from the supplier and provides the user with a complete receipt image linked to their expense item. Select Itemize from the lower right corner of the line time. Click Save. Submit them on an expense report. Aug 8, 2022 03:10 PM. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. How Do I Create/Update New User Shapes Using. To separate two transactions that were combined in error, click in the Payment Type column of the. If I select all three, "Combine Expenses" is greyed out. 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. 0 6 1. You may choose to manage your own preferences. Click the drop down arrow, then select All Purchasing Cards to see your PCard transactions. We would like to show you a description here but the site won’t allow us. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. Sign in to your SAP Concur account. Click Create Itemization. ”. Concur Expense: Select can EGO fold two cost in concur. OR. Initiating one Expense Merge: on the web download. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. From this page, you can check the status of any submitted report: Concur Expense Concur Travel. Users have the ability to amalgamate instead Combine Expenses when the two selected expenses exist from different sources. 3K. Select all expenses and click Allocate Selected Expenses. be deleted by approvers and must be deleted by the user or their. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. Employees must verify their Email IDs to receive the receipts for. Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. Objective . Users have the ability to merge or Combine Expenses when the double chosen expenses are from different sources. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then. Enter Transaction Detail by Account in the search box. 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. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. 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. g. Click the Expense Report with the status of Not Submitted that you want to delete. 12 CYN, choosing. ”. A menu appears. Gain visibility to make. This infographic is for clients on the Standard edition of SAP Concur solutions. If you still have questions after watching the video, let me know. 3. Select Add a New Personal Card. 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. Customer have the ability to merge or Combine Expenses when the two selected expenses are from diverse sources. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. Hope this helps. Note: The Check-in date should pre-populate based on the transaction date you entered when creating the Hotel expense. Select every line item you wish to move by using the little checkbox. This Quick Reference Guide demonstrates how to itemize an expense in Concur when preparing an expense report. Select the two expense limit items to can me. 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 expense type Amount So we have to manually upload the same invoice for 100+ expenses and explain it. Concur Reporting 101: Reports to Start With - SAP ConcurConcur Expense: Receipt Handling – Digital Receipts Setup Guide . . This issue is preventing me from submitting the expense report to my company for the airfare payment. Any line with a payment type of “ Cash” in the Available. The first would be from the expense details at the line item level. An expense report allows employees to document each business expense, provide a corresponding receipt and get reimbursed from company funds. Help says I can combine the charges by using Match (I think) or Combine. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. This course is intended for advanced Concur users who are interested in ways to make their expense reporting activities more efficient. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation. 6. 1. Best regards, RohanFrom here select Process Reports. Mileage. Have them select that option to see the current receipt. Enter the Check-out date. The ChartFields default from your Concur Profile. On the expense report page, select Details > New Itinerary. Select Concur. You’ll see these expenses in your Available Expenses list. Complete all required fields and the optional fields as directed by your company. The system does not allow you to import more. UATP-Southwest Airlines. Yes, I figured it out. If it is, then the user must add the company card charge to the same report, then the items will match. To add. " The trip was booked through Concur. As a reminder, all travel by University employees which includes. Report: Expense Reports By Country. Travel Start Time: time leave official headquarters or your. Expense . 00 Other Room Tax 1 2. Sort the Expense List. The Concur Travel & Expense system will combine and streamline business and travel purchases including UD Credit Card transactions. @LoriAux open the report with the transactions yourself want to go. 2. On the expense report page, the Available Expenses section appears, including all the Travel itinerary items, e-receipts, and any imported corporate card transactions. It will give you 4 options, the first two of which are the best IMO. 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. 1. - You will see that there is and expense already combined. I think what is happening is that the Delete button you mentioned is for deleting an expense from the report, not to delete the entire report. (Below) Another option is to delete one of the two reports you need to combine. 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. You can choose from the following: a) In the top menu, click on Expense. Concur. Method 1: To start from Concur Requests: 2. button to recall it and make edits. 100 Mobile release. 2. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. Return to Expenses to view the Expense with the newly attached receipt and attach it to an Expense Report at any time. I kn. 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. If these two line items are supposed to be one expense, just delete one of them. 302. For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. The expense first needs to be moved from a report into Available Expenses before you get the detach option. @jonwarr you should be able to click Report Details from your open expense report. Now it’s time to add expenses to your expense report and to add information to. Requests, on the Quick Task Bar. 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). In addition, the administrator has many more options with. This option would need to be enabled for the. The Select receipt from menu appers. Enter Check-in and Check-out dates. Concur Expense; Concur Invoice; Align Trip; Additional Products; General;. Appending a new receipt will combine both receipts into a multi-page PDF file. Although the Combine button turned on when you selected the two cash expenses, the system won't evaluate the payment types until you click Combine. Watch the video Read the procedures 1. Merging two expenses when one report has already been submitted and reimbursed. Users have the ability to merge or Amalgamate Expenses when the two selected spending are from different sources. OR Select the report which needs to be changed, you should have a few tabs on the top, one of which " Report Details" and sub select "Report Header". 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. This report doesn't show the recall button so I am trying to get this returned so I can update. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. Shouldn't she be able to combine in this scenario? Both entries endured already added to certain expense report. For example, in e-receipt line thing can to merged using ampere credit card transaction. On the expense report page, the Available Expenses section appears,. 1. Aug 9, 2022 01:50 PM. Add the associated out-of-pocket expenses, attach the imported credit. 6. On the right side of the screen, add an allocation row for each account combination to be charged. Browse . 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. Getting Started. Concur Expense . View the Expenses in. 1. 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. With pdfFiller, it's always easy to work with documents. Attaching Receipts to Expenses Receipts can be added to existing Expenses. To merge or combination expenses: Go into your Price Report. Please perform as follow: - Move the CC expense from you report to expenses. In the Expression Definition type “current_date” but without the quotation marks. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. - or -. Click 'copy' at the right of the expense lines. Combine expense and invoice data from your SAP Concur solutions and Xero in just one click. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . If there is no receipt already attached to the expense, click on 'Show Receipt' on the top right. Click each report to review it. SAP Concur Expense solutions will automatically download the transaction details and will create an expense. Click the Delete button. 0 2 302. Scroll down to the Available Expenses section and click the little check box next to the item. To manually add an expense to a report: With the report open, click Add Expense > Create New Expense. If you would like to match the two items before your report gets fully approved, you can log into SAP Concur, click Expense at the top of the screen. • 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. 100 Mobile release. In the Expression Definition type “current_date” but without the quotation marks. An expense report was auto-submitted on the 16th of the month with a corporate credit card expense from the 8th of the month. You will also learn how to set up add your bank account to your profile and track your reimbursements. Available Versions: 2023_10 ; 2023_09 ; 2023_08 ; 2023_07 ;The SAP Concur profile is different from the profile you created here on this Community. workflow can combine one or more standard Expense approvers and one or more authorized approvers. from an approved travel request 2. . 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. This will bring up all reports in the Approved & In Accounting Review status. 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 . The Confirm Delete window appears. 3. Then you can add the other PCard transactions that fall in the statement report date range to the report. KevinD. The reports that have been deleted are stored in Cognos by their report ID, so this report should help you with what you need. Otherwise, you can use the "+New Expense" button to manually create an. Enter a Detailed Business Purpose. SAP Concur is committed to reinventing travel, expense, and invoice management with tools that simplify everyday processes and create better experiences. Center for Workplace Development 1 . . Last Revised: November 14, 2020 . Take control of your travel program and see how travel dollars are spent. Select the module from the top of the screen. 12 CYN adding an additional transaction negative for -360. Method 1: To start from Concur Requests:. On the Expense Source page, click Separate (bottom of the window). If the expense report is returned to the employee, then the . Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. From the SAP Concur home screen, click Expense at the top of the screen. 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. 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. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. Using Expense Pay. @S0018407879 Thanks for posting in the SAP Concur Community. The following required configuration options ensure archival of the most appropriate data used in your Analysis/Intelligence reports. Identify the applicable . You should be able to click on +Start Report to create a new expense report. 12 CYN adding an additional transaction negative for -360. The app will present your phone’s camera to take a photo or click on “+ Expense. From the Concur homepage, click Expenses near the top of the page. For the data you are looking for including Account Numbers, that is usually data. Each meal expense is added to a Concur expense report under the expense type of Individual actual Meals. Up merge or combine expenses: Walk into your Expense Report. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). 12 CYN adding an additional transaction negative for -360. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. For a demonstration of our NextGen UI, click Itemizing Expenses. Note: The Amazon Business Integration establishes the connection for your entire organization. 2022_01. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. Learn how to use Concur Expense to automatically manage your expenses, and how to create and submit your expense claims. Click the checkbox next to the two. This allows them to approve the report then choose the next person to approve. Learn when receipts are required and how to upload them to Concur. If employees create monthly expense reports that match. The first would be from the expense details at the line item level. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. (Instructions for installing the app are at the end of this email. Keep your employees safe and connected, allowing you to fulfill duty of care. If it is, then the user must add the company card charge to the same report, then the items will match. Creating a New Expense Report . The app will present your phone’s camera to take a photo or click on “+ Expense. A majority of customers I have worked with require each day's worth of mileage as separate line items on the. Video: Itemizing Hotel/Lodging in a Travel Expense Report in Concur. Concur Expense Report Quick Guide 5. Add an item from your Available Expenses library (for example, card charge, e-receipt) to your report. Hello. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. 2. Auto-suggest serves you quickly narrow down your search resultat by suggesting possible matches as him type. Expand all. 5. In the open Expense Report, select Add Expense. Select the module from the top of the screen. If its possible what are the steps to be followed. g. It's a customizing? Thanks. I am with a new company now, and all they have are the canned reports that. Once you approve it, it goes into a batch. Log in to the Concur mobile app and select “Receipt. 1 - Transactions 360. 12 CYN,. SAP Concur Community Manager. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. 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. Get more out of your Concur with tips and tricks for Concur 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. I received the Diners Club card statement and the charge appears in the statement. I know that there should also be an expenses one which is the one that I actually need to use. 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. Transform your daily workflows and Merge Hotel Receipt. 2. 🙂. 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. The first step was to create your expense report by completing the Report Header in Concur. 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. 1 - Transactions 360. - or -. When it does, it should match up to the Pending Card Transaction item. Create an Expense Report for Travel Booked in Concur . (The fields that appear on this page are defined by your company. From the drop down, choose the best option for past reports. If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. With Analytics you and your stakeholders can: See up-to-date data to drive actionable insights. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. To "fix" this mismatch go on the expense itemized, and in one of the line you add a 0. To create a claim: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Claim. There are two methods to link approved Travel Requests to Expense Reports as. SAP Concur Employee. 100 Mobile release. Click on the Add. Create an Expense Report for Travel Booked in Concur . This resource is also available for download on the Concur page of the Travel Services website. Your controller will not be able to view receipt images by project, but can only view receipts by. SAP Concur Community Manager. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. 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. If the user saves and re-enters the expense report, the user can click Add Expenses One great way to differentiate between them is a Union adds rows, while a Join adds columns. The option to Add Receipt now says View Receipt. The permission is for what some term as Back Office approval of the expense report. • Allocation view print format:Companies that use the allocation feature can allow users to see a summary of all allocations on an expense report. 27. Using the Concur Mobile App. 1: To begin, first select the expense you would like to itemize. That way you can follow step by step in your actual expense report. 3) On the Select Report screen, tap the desired expense report. Expense splits the combined item into the original two items. This web-based service provides the tools you need to request. Thank you, Kevin Dorsey. 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. The expense user logs in, creates an expense report and fills out header information. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. 00. Transactions will be listed in the employee’s Available Expenses or may auto-assign to an Expense Report. ”. Make any necessary edits to the. Select the two expense line items up be me. It will give you 4 options, the first two of which are the best IMO. 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 ExpenseThe term e-receipts refers to data sent to Concur through the SAP Concur Connect Program. Oct 6, 2023 Knowledge. 00/5. Looking for. • Users can access and print e-receipts at any time from within Expense. Unable to combine separate expenses for single reservation. Under . Complete all required fields and the optional fields as directed by your company. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. U-M uses the Concur Expense Tool, accessible through Wolverine Access, for employee business expense reconciliation, including both PCard and out-of-pocket expenses. @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. If what I described is not available, then from your report, select all the line items. This option would need to be enabled for the company under. Have them select that option to see the current receipt. Initiating one Expense Merge: on the web download. 2. Reports. If you are on the SAP Concur Expense Legacy UI, the Recall. Users need the ability to merge or Combine Expenses when the two selected expenses are from different sources. 2. 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. Employees naturally expect any personal funds expended for business to be paid back to them. Expense. Select the couple cost line items to be me. You may save it as a PDF, email it, or upload it to the cloud. Dec 22, 2022 09:15 AM. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. - Separate and delete the "fake" expense.