Concur Expense customers are now able to offer their employees - who purchase items through Amazon Business - the ability to add their expenses to a report, view the e-receipt, and then submit, instead of having to download and import receipts or fill out forms for each expense. Click on that and it should show you what itinerary is assigned. 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. Click Add. 0. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . 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. From the Filter Condition field, click the drop down arrow then select Range. When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options. I think the issue is twofold: 1. Click the checkbox next to the two. 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. On the menu, click Expense > Manage Expenses (on the sub-menu). Concur Expense ensures all of the details—including the amount, date of the transaction, vendor, expense type and location—are accurately captured and. Once selected Click Allocate. 4. Up merge or combine expenses: Walk into your Expense Report. On the Expense Source page, click Separate (bottom of the window). This means you can run reports that others have created. Select the drop-down icon to choose the two expense accounts only. If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. For more information about viewing, editing, or deleting expense reports, refer to the Expense Reports section of Expense. Creating a Travel Expense Report. - or - On the menu, click. Under . Another option is through the Concur app. View the Expense Details. That way you can follow step by step in your actual expense report. 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. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. Sign into SAP Concur to access your home page. To combine expenses away Available Expenses: From. 3) On the Select Report screen, tap the desired expense report. Ap. 1 Solution. 00/5. This is the list of expenses that you have allowed Concur to collect for you, either by purchasing it on your Travel card, or by going through the steps in Slide #8. Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. - Send again the CC to the report and you will be able to combine it with the Expense. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. Once you approve it, it goes into a batch. 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. . 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation. by LovelyAsmolo in Concur Expense Saturday . Select the two expense string items to be me. Mileage. Watch the video Read the procedures 1. from an approved travel request 2. Users have this ability to merge or Combine Expenses when the two selected expenses are from varying sources. How Do I Create/Update New User Shapes Using. Unable to combine separate expenses for single reservation. To view a linked travel reservation: 1. - Go to Expenses (if the expense is alredy moved to a expense report, move it from the expense report to expenses) - Click on your expense to trigger Expense source Pop Up - Select Separate . guidebook for using Concur. 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. Select the approved Travel Request, and click on the Create Expense Report button on the upper right corner; this action will populate CoA information from the Travel Request to the Travel Expense The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. To append additional receipts or documentation to the Expense. The Select receipt from menu appers. This web-based service provides the tools you need to request. Just make it a one day stay. You will also learn how to set up add your bank account to your profile and track your reimbursements. In response to jonwarr. I kn. 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". 3. The receipt is made available in Concur Expense under the users’ Available Expenses; The user assigns expenses to report, sets expense type, and submits the expense report . A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. 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. To move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. Another option is through the Concur app. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. I received the Diners Club card statement and the charge appears in the statement. Sign In. Concur Expense: Select can EGO fold two cost in concur. See a complete list of SAP Concur integrated solutions that help to control business expenses and increase visibility. Click the Run Query button, then select Reports Ready for Processing. Group the Expense List. Learn more . Yes, I figured it out. The permission is for what some term as Back Office approval of the expense report. User. 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. - You will see that there is and expense already combined. SAP Concur Expense solutions will automatically download the transaction details and will create an expense. I need to expense them as one expense. Last Revised: November 3, 2022 . Thanks Angela. The other 4 card transactions would need to be separate expenses, with supporting documentation to comply with your company policy such as a receipt image. Let me know if this works. There are 4 Concept Fields folders in the data warehouse, just so you know. 6. I can't find a way to combine all three expenses. I have a hotel stay and for some reason it charged the card in two transactions. Requests, on the Quick Task Bar. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. 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. The expense first needs to be moved from a report into Available Expenses before you get the detach option. It makes itemizing the 5 different expense categories difficult. But there is no Match button or Combine button. At the top of the expense details they should see an option that says View Receipts. Hope this helps. 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. 1. A pop-up will appear containing two tabs, one for Available Expenses, the other to Create New Expense: Available Expenses holds University card transactions. 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. 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. When the company card charge comes in, it will match to the Pending ExpenseIt item. 0 2 1,585. 2. Select the module from the top of the screen. 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. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. 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. Create Expense Report . The total comes out to the exact amount paid for the hotel nights + taxes as shown on our receipt, but there is no way for me to itemize the charges to perfectly. Employee Reimbursement System. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. Note: The Check-in date should pre-populate based on the transaction date you entered when creating the Hotel expense. Hi, I have my expense report returned twice because my hotel. Concur Reporting 101: Reports to Start With - SAP ConcurConcur Expense: Receipt Handling – Digital Receipts Setup Guide . 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. It has increased time spent on an expense report which takes away valuable time from doing a job. The other expense report is in a submitted state pending external validation. (Below) Another option is to delete one of the two reports you need to combine. Click Save Itemization. 3) On the Select Report screen, tap the desired expense report. 2. 2. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. Click the desired report or click New Report to create a new one; The expense (along with receipt attached) is removed from the. a. Click Move to and a list of available reports appears. 3. Select the desired Unsubmitted Expense Report. Click on the Expense Report you want to add a receipt to or Create a New Report. I received the Diners Club card statement and the charge appears in the statement. Add the associated out-of-pocket expenses, attach the imported. 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 expense, even if. 1 - Transactions 360. is that all expenses where added to concur, and also several (if not: all) transactions where added as well. This user must also be assigned the Expense Processor role. 12 CYN adding an additional transaction negative for -360. Employees must verify their Email IDs to receive the receipts for. Add text, images, drawings, shapes, and more. Identify the applicable . Select to two expense queue items to subsist me. SAP Concur Community Manager. " The trip was booked through Concur. An ExpenseIt entry and a corresponding credit card transaction in an expense report can be matched by clicking on the Combine button. 2. For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. Have you checked the claim with ID: CAD8F86BBD384566A8FB to make sure there isn't an expense already on that report for the entry in question?The payment status updates to Paid once the batch is closed (ending the concur workflow process). Then you can add the other PCard transactions that fall in the statement report date range to the report. We would like to show you a description here but the site won’t allow us. create a Travel, Entertainment, and Reimbursement Expense Report in the Concur Expense Module. 12 CYN adding an additional transaction negative for -360. In this session, you will learn time-saving tips for working with Concur Expense. The option to Add Receipt now says View Receipt. At a certain. However, the true beneficiary of expense reports is the business owner. Click the Combine Expenses button. Select the two expense line items to be merged. The Select receipt from menu appers. Click on the Customize button. To delete a manually created expense, with the expense open, click the trash can icon to the right of the report title. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. Select the drop-down icon to choose the two expense accounts only. This data co mes directly from the supplier and provides the user with a complete receipt image linked to their expense item. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. Sign into SAP Concur to access your home page. SAP Concur uses the Pending Card Transaction payment type, regardless of whether the admin has activated this payment type for the group. Look to see if the Delete button has become active. When the Manage Expenses sub-menu appears, click the + Create New Report tile; or Unable to combine separate expenses for single reservation. Select your file from the documents list and pick your export method. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. 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. Employees naturally expect any personal funds expended for business to be paid back to them. is pending Financial Unit Approval, you may recall the. 1. 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. I used a corporate card for the transaction as well. Browse . From the drop down, choose the best option for past reports. Requests, on the Quick Task Bar. 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. This web-based service provides the tools you need to request and book travel, as well as create, and submit expense reports. Select the two expense line items to be me. auto-create an expense report from that trip. If the Pending Card Transaction item is not yet added to an expense report, the system should match the corporate card. 1. Discover how you can customize expense entry analysis by rolling up top expense types by the approved amount and adding a. View Report Expenses by List or by Detail. You can select Append on a previously used receipt or document, if displayed. Log in to Concur via Single Sign-On. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. Complete all required fields and the optional fields as directed by your company. As a reminder, all travel by University employees which includes. I used a corporate card for the transaction as well. Since assigned and unassigned transactions have many of the same data elements (transaction date, vendor, amount, etc) using a join would cause the data in the report to be out of alignment. Enter the Transaction date which is your checkout date. That way you can follow step by step in your actual expense report. On the landing page of the application, go into Expense Reports. g. Select Merge. Make any necessary edits to the. 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. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. If you click on it, it will open. This process is the same as viewing, editing, and deleting personal expense reports or cash advance requests. If it is, then the user must add the company card charge to the same report, then the items will match. If these two line items are supposed to be one expense, just delete one of them. SAP Concur Employee. In the Expression Definition type “current_date” but without the quotation marks. To merge or combine expenses: Go into your Expense Report. An automated solution can help streamline these tasks. You’ll see these expenses in your Available Expenses list. So we have to manually upload the same invoice for 100+ expenses and explain it. This only happens if the Pending Item is not already on an expense report. Gain visibility to make. On the expense report page, select Details > New Itinerary. Last Revised: August 25, 2023. Manage travel and expenses anywhere, anytime with Concur's Mobile App for iPhone®, iPad®, Android™ and BlackBerry®. The employee can also return cash “manually” to the Cash. Recall button now showing (wasn't there yesterday) for one of the expense reports which I have now been able to recall and delete - thank you. From the home screen, press Expense Reports. Select Concur. ”. @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. Click the Delete button. For example, an e-receipt line item bottle be merged with a credit select operation. If they do, and the credit card expense imports afterwards, there. This report doesn't show the recall button so I am trying to get this returned so I can update. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. For example, with e-receipt line item can be merged with a credit card transaction. You should be able to delete it. Center for Workplace Development 1 . How Concur identifies and combines expenses in a report. With the report open, you will see an orange Approve button. The page refreshes, displaying the required and optional fields for the selected expense type. Click the Add Expense button or select the existing expense. Creating a New Expense Report . 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. ”. 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). g. It intention give to of option to movement to new news or to a current view. If you paid for your lodging with your Travel Card - click Import Expenses to select and move that expense to your report. all ExpenseIt entries will be moved to an expense report automatically. Tips will be demonstrated in a live Concur environment via webinar. Amount. When reading the Expense v4 API details on. This job aid covers how to itemize hotel/lodging expenses and includes examples of a hotel bill with the same nightly rate and another for when the rate differs from night to night (including a segregated expense for exceeding policy thresholds). 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. The first would be from the expense details at the line item level. The only way company card statements or transactions can come into SAP. This resource is also available for download on the Concur page of the Travel Services website. Users have the ability at merge or Combine Expenses when the two selected expenses belong from different sources. Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. a. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . Click Upload Receipt Image to search and select the image from your files to append. 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. The ChartFields default from your Concur Profile. unable to update business purpose in expense report . 6. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . Supplies. 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). 1 - Transactions 360. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. 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 . Hope it helpsOne starting our employers has tried combining a account card expense (with no receipt attached) to an expense created by ExpenseIt (with a receipt attached) and an combine option wants not appear. If the items are not a match pease click Decline Match. Select every line item you wish to move by using the little checkbox. 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. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . From the left pane, go to the Reports menu. Click the drop down arrow, then select All Purchasing Cards to see your PCard transactions. The first would be from the expense details at the line item level. The expense user logs in, creates an expense report and fills out header information. Employees will be able to book their trips directly with our travel partner without ever leaving. 🙂. . The credit card batch files will also contain this kind of information. An automated solution can help streamline these tasks. 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. Sort the Expense List. The Concur Expense video series provides a step-by-step demonstration with quick and simple tips to support and optimize your expense management solution. Automatically audit 100% of expense reports for fraud and compliance issues. . The Nightly Lodging Expenses Tab will appear. Since you cannot approve your own expenses, if an employee is submitting expenses against a project that they are also the Cost Object Approver for, the report enters a second approval workflow for the employee's manager to approve the report. I imported both charges into my expense report. Report: Expense Reports By Country. Jun 5, 2018 02:45 PM. The SAP Concur Administrator‘s Guide to Success - Standard Edition. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. As part of Concur Expense: Reconciling Non-Employee Travel, you will often need to import expenses you made on your Travel Card or in Concur. Learn recommended best practices and helpful hints to improve your Concur experience while building expense reports. Includes cost object information and expense report type. 🙂 So, on hunch I went into your account and looked at one of your expense reports. 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. Jun 26, 2023 01:08 PM. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. 3b If applicable, mark any . Select all expenses and click Allocate Selected Expenses. Using the Concur Mobile App. You’ll see these expenses in your Available Expenses list. This only happens if the Pending Item is not already on an expense report. Video: Itemizing Hotel/Lodging in a Travel Expense Report in Concur. If you see Reporting, mouse over and let me know what you see. Used example, at e-receipt row item can be merged with a credit card deal. Ensure that there are no receipt images attached to the selected expense line items. Hope it helps. . 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. Employees will see the payment demand status of Paid within their expense report. Through our global network of travel partners, travel managers can get a full view of spending, make life easier for travelers, and optimize. This integration reduces the time and effort. KevinD. August 2021 release. Super User. This Quick Reference Guide demonstrates how to itemize an expense in Concur when preparing an expense report. Sign your document online in a. . 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. you can actually combine them or let the system combine them. You can combine a cash or pending card transaction item to a. On the Concur home page, select Expense. 6. Search for then select your bank name. Other types of expenses like hotel orStep Four: Hear what your business expense tracking is telling you. Automated, fast, and accurate expense reporting helps you improve productivity, compliance, and control over spend. I think the issue is twofold: 1. 4. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. My expense report returned twice because my hotel invoice missing company name and vat. I suggest speaking with your direct manager first and foremost to make sure you have the. To merge alternatively combine expenses: Go in your Expense Report. Have your company card administrator "hide" them from your view. You will only be able to delete expense reports or cash advance requests that have not yet been submitted. However, there are two types of approvers in SAP Concur. If the video helped and you were able to allocate the expense, please let me know that as well. 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. 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. - Separate and delete the "fake" expense. . guidebook for using Concur. . What this does is every time you run the report, you can choose the data range you want. Enter all necessary information for the itemization. Select the module from the top of the screen. Getting Started. 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. For example, an e-receipt line item can be merged with a credit card exchange. This means you can run reports that others have created. Log in to the Concur mobile app and select “Receipt. Learn more . I received two charges from a hotel (a deposit and the actual charges). Add an item from your Available Expenses library (for example, card charge, e-receipt) to your report. If you’re merging an expense, created from a credit card feed and a manually. (Below) Another option is to delete one of the two reports you need to combine. Click the radio button for the From date. Shouldn't she be able to combine in this scenario? Both entries endured already added to certain expense report. On the menu, click Expense > Manage Expenses (on the sub-menu). Using Expense Pay. 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. How can i merge yours collectively ? did not see any merge menu once i choose diese two. SHARE. 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. View and download the Itemizing Hotel/Lodging in a Travel Expense Report in Concur job aid. Using the Concur Mobile App. 6. It makes itemizing the 5 different expense categories difficult. Read the User Agreement. Delegate. .