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. @EdwinaM you cannot combine entries that have the same payment type, so what you experienced is by design. I imported both charges into my expense report. This means you can run reports that others have created. Concur Expense Report Quick Guide 5. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. Intelligence. 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. 1. On the expense report page, the Available Expenses section appears, including all the Travel itinerary items, e-receipts, and any imported corporate card transactions. - Go to expenses and click the cc expense. We also run a report on the number of reports an associate is submitting each month. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. Please perform the keep: - Drive the CC expense from you report to expenses. If a user activates Expense. The only way company card statements or transactions can come into SAP. Take control of your travel program and see how travel dollars are spent. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. Employees naturally expect any personal funds expended for business to be paid back to them. Additionally, large reports may become challenging for approvers to thoroughly review. 7. To append additional receipts or documentation to the Expense. To combine them manually, select both and click Combine Expenses. Jun 5, 2018 02:45 PM. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. Get started with first creating your expense report on your desktop or mobile device. Initiating one Expense Merge: on the web download. Create the expense as usual and click the Itemization tab (instead of Save Expense ). Enter Transaction Detail by Account in the search box. As a reminder, all travel by University employees which includes. UATP-Delta Airlines. You can select multiple expenses to allocate all of them to the same chart string if desired. 1. Return to Expenses to view the Expense with the newly attached receipt and attach it to an Expense Report at any time. On the menu, click Expense > Manage Expenses (on the sub-menu). To merge or combine expenses: Go into your Expense Report. 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. 🙂. This only happens if the Pending Item is not already on an expense report. For e. Please refer to this video to learn more about copying an expense in Concur. never be pulled into a report without the transaction. This option would need to be enabled for the. Click each report to review it. A pop-up will appear containing two tabs, one for Available Expenses, the other to Create New Expense: Available Expenses holds University card transactions. forms filled out. @jessicaholt1983 Thanks for posting in the SAP Concur Community. 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. I kn. Then go to every other report, select the company card transactions that are older than 60 days. 2. If so, click Delete. To separate two transactions that were combined in error, click in the Payment Type column of the. Enter Check-in and Check-out dates. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. Once you approve it, it goes into a batch. 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. If the Pending Card Transaction item is not yet added to an expense report, the system should match the corporate card. The first step was to create your expense report by completing the Report Header in Concur. . 100 Mobile release. Other reports has Only Order number. The app will present your phone’s camera to take a photo or click on “+ Expense. Eventually, the employee must create one or more expense reports (depending on configuration) to account for the cash. The expense first needs to be moved from a report into Available Expenses before you get the detach option. . Submit them on an expense report. Select the couple cost line items to be me. Select the expense type that applies to the first itemization. Request, and click . Now Give the Connection Name and Description, for key and Secret we need to go to Concur tenant we want to connect and register a Partner application with Proper Authorization. . • Users can access and print e-receipts at any time from within Expense. To start an Expense Report click . . 2. We would like to show you a description here but the site won’t allow us. Click on the Expense Report you want to add a receipt to or Create a New Report. SHARE. An expense report allows employees to document each business expense, provide a corresponding receipt and get reimbursed from company funds. - or -. 00/5. Open your expense report and go. Select Add a New Personal Card. b. The Concur Travel & Expense system will combine and streamline business and travel purchases including UD Credit Card transactions. First time using Concur. Each meal expense is added to a Concur expense report under the expense type of Individual actual Meals. Mileage. Users have the ability to merge or Combine Expenses when the double chosen expenses are from different sources. View Report Expenses by List or by Detail. Click the Run Query button, then select Reports Ready for Processing. 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. Above the details of the expense you will see an option to Add Receipt, click this. 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 . Oct 6, 2022 01:21 PM. @elliobc me again. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. Have the user open their expense report on the app. 3K. The first type is what we call an Expense Approver. Click on the Customize button. statement reports default approver as specified on the User Administration page, not the expense report default approver nor the (Expense) default approver 2. Hope this helps. Verify the imported expense (s) appear in the Expenses list. expense report without adding a receipt image to the car rental expense entry, asApp Center Brochure: Amazon Business Integration. If the video helped and you were able to allocate the expense, please let me know that as well. From the Filter Condition field, click the drop down arrow then select Range. Using the Concur Mobile App. - Separate and delete the "fake" expense. Expense Assistant automates the expense reporting process by creating reports for you and adding calendar-based, trip-based or corporate card expenses to the 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. Log in to Concur via Single Sign-On. Users will need to click the Attendees link towards the top left of the expense page:. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in 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. View the Expense Details. Objective . 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. Getting Started. . The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. • Add transactions to the expense report when available in Concur • Upload receipts • Assign expense codes and cost center • Submit report in Concur • Report is reviewed and approved by department approver/supervisor • Report is reviewed and approved by MET Finance • Report is reviewed and approved by the University’s Travel. Select the drop-down icon to choose the two expense accounts only. SAP Concur uses the Pending Card Transaction payment type, regardless of whether the admin has activated this payment type for the group. SAP Concur Expense solutions will automatically download the transaction details and will create an expense. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. 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. The reports that have been deleted are stored in Cognos by their report ID, so this report should help you with what you need. Select the Requests module at the top of the page. If they are a match simply click Continue and Concur Will combine your data nto one expense entry per match. 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 order receipt of the purchase will be available to Concur Expense within 24-30 hours. You should be able to delete it. The Cash Advance administrator issues the cash advance in Concur Expense, and the company pays the actual cash to the employ ee. Select the module from the top of the screen. SAP. I need to expense them as one expense. When I log onto SAP Concur the only tabs that I see at the top is 'Travel' and 'App Centre'. It will give you 4 options, the first two of which are the best IMO. 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 I select all three, "Combine Expenses" is greyed out. How Do I Create/Update New User Shapes Using. Click on that and it should show you what itinerary is assigned. 0. Report Number in Concur Expense Accounting Extracts . Click on the Customize button. To merge or combination expenses: Go into your Price Report. 3. Jun 26, 2023 01:08 PM. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. Hello. Click the Create New Report tile. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. The Select receipt from menu appers. What this does is every time you run the report, you can choose the data range you want. In the Filter section, tick the box for Distribution Account. "Expense" in the upper left corner. • If the University/Agency travel card was used, expenses will be properly allocated. 🙂. If a match is. I used a corporate card for the transaction as well. This integration reduces the time and effort. Center for Workplace Development 1 . Concur Expense. You can choose from the following: a) In the top menu, click on Expense. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. For a demonstration of our NextGen UI, click Itemizing Expenses. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. from an approved travel request 2. I'm assuming they have already attached one receipt to the line item in question. - Send again the CC to the report and you will be able to combine it with the Expense. Just make it a one day stay. Enter values in the corresponding fields . After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. be deleted by approvers and must be deleted by the user or their. Make any necessary edits to the. How will the system know which one to use?To create an expense report using Android: Open the SAP Concur mobile app. When creating Expense Reports in Concur, it is essential to link your approved Travel Request to your Expense Reports. Please perform as follow: - Move the CC expense from you report to expenses. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. This data co mes directly from the supplier and provides the user with a complete receipt image linked to their expense item. It helps eliminate paper receipts and makes it easier for you to complete your. Eligible expenses meet all the following criteria: • The expense is from an itinerary, an e-receipt, or ExpenseIt. The permission is for what some term as Back Office approval of the expense report. ) Click Create Report. NextGen UI. Log into Concur using your Single Sign-On. 100 Mobile release. 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. Used example, at e-receipt row item can be merged with a credit card deal. In this session, you will learn time-saving tips for working with Concur Expense. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. @bharath048 that message is a warning message only and should not prevent you from submitting. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. To view a linked travel reservation: 1. This will bring up all reports in the Approved & In Accounting Review status. In Concur, click the Expense tab. The SAP Concur profile will allow you to sign in at: Here you can create an expense report and attach your receipts to your expense entries. The expense user logs in, creates an expense report and fills out header information. For personal expenses paid for on a company card, it depends on how your company has the card program. Click Add. It will give you 4 options, the first two of which are the best IMO. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. If it is a corp card, you can usually work with the bank scheduling a daily feed, so charges from the last few days get imported into the Concur profile of the card holder automatically. We would like to show you a description here but the site won’t allow us. Once selected, click the Move button. e-Receipts in Concur 4/5/2019 1 . 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. I selected the two expenses on the left side of my expense report. Select a transaction, then click the Move button and select To New Report. From the Filter Condition field, click the drop down arrow then select Range. Sign in to your SAP Concur account. 🙂Travel & Expense System from the bank also need to be included in your expense report. Thanks. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). So, for your example you can select Sent for Payment Date from September 30 to October 31. . Launch Course. 1 - Transactions 360. This guide provides instructions on how to create an expense. Click Save Itemization. 0 2 1,585. 2022 IDC Report: The Business Value of SAP Concur Solutions. Click the Add Expense button or select the existing expense. - You will see that there is and expense already combined. UATP-American Airlines. Attaching Receipts to Expenses Receipts can be added to existing Expenses. On the Report Header screen, enter a name for your report using the naming convention recommended by your company. Concur TripLink connects trips, travelers, and itineraries across channels to enhance and simplify the entire travel experience. 00 Room Tax 23. You’ll see these expenses in your Available Expenses list. The allowable amount is calculated on a daily basis and is not aggregated over the entire period of the trip. Click 'copy' at the right of the expense lines. Unions are great for taking two data sets that have the same. Click the More icon on the top of the page. When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options. Creating a Travel Expense Report. Concur. Discover how you can customize expense entry analysis by rolling up top expense types by the approved amount and adding a. On the right side of the screen, add an allocation row for each account combination to be charged. First time using Concur. 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. You will also learn how to set up add your bank account to your profile and track your reimbursements. Have them select that option to see the current receipt. Select every line item you wish to move by using the little checkbox. 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. Admin. Enter the Check-out date. Use this video demonstration to learn how to itemize hotel and/or lodging on a Travel Expense Report in Concur. 1 Solution. 2. auto-create an expense report from that trip. If you are on the SAP Concur Expense Legacy UI, the Recall. On the landing page of the application, go into Expense Reports. If you see Reporting, mouse over and let me know what you see. How to Itemize an Expense . 3 ConcurGov Federal Traveler Manual Click the Personal Information link: Personal information section - verify that the first, middle, and last names are identical to those on the photo identification being presented at the airport. However, there are two types of approvers in SAP Concur. 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. 6. Select to two expense queue items to subsist me. Expense splits the combined item into the original two items. In the open Expense Report, select Add Expense. A global survey of finance and IT leaders found that 42% of companies saw increased employee productivity thanks to automated expense management processes, such as digitising expense receipts and auto-populating expense reports using a mobile app. The first would be from the expense details at the line item level. To combine them manually, select both and click Combine Expenses. Tip: For easy access to Concur, favorite the “Expense. 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. The first would be from the expense details at the line item level. Continue to drive business and end-user adoption forward with tools to help optimize your SAP Concur solutions. Concur Reporting 101: Reports to Start With - SAP ConcurConcur Expense: Receipt Handling – Digital Receipts Setup Guide . The option to Add Receipt now says View Receipt. 01 USD or which currency is the mismatching for and press Save. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. 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. Concur Expense: Workflow. Then, try our . With pdfFiller, it's always easy to work with documents. Click Expense at the top of the screen. All depends on your instructions to your employees and what information you have in your card feeds. Expense . As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. In addition, the administrator has many more options with. Then you can add the other PCard transactions that fall in the statement report date range to the report. We solve big problems, small problems, and problems you didn’t know you had. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. This guide will demonstrate how to recall, edit and delete Concur. Concur Expense; Concur Invoice; Align Trip; Additional Products; General;. Login to SAP Analytics Cloud and Click on Connection. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Best regards, RohanFrom here select Process Reports. Skip to Step 7 below. 6. From the Manage Expenses. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . 0 0 27. 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. Shouldn't she be able to combine in this scenario? Both entries were even added to an expense report. The custom query does need to be built by each processor when they are logged into SAP Concur. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. 7. 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. 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. But there is no Match button or. under the . If you paid for your lodging with your Travel Card - click Import Expenses to select and move that expense to your report. University Paid Payment Types: these payment types are for information purposes only to document travel expenses which were paid by. Under . Help says I can combine the charges by using Match (I think) or Combine. If I select all three, "Combine Expenses" is greyed out. 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. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. I think the issue is twofold: 1. Video: Itemizing Hotel/Lodging in a Travel Expense Report in Concur. 3. This issue is preventing me from submitting the expense report to my company for the airfare payment. Note: If all lodging was paid ahead of time, you may have a big lodging deposit or more I received two charges from a hotel (a deposit and the actual charges). Please perform the keep: - Drive the CC expense from you report to expenses. Using the Concur Mobile App. (The fields that appear on this page are defined by your company. We have our employees to submit their expenses within 14 days of incurring the expense. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. I believe one says Assigned Itineraries. Best regards. Once the card charge is added, you can select both items (using the little checkbox to the left) and then click Combine. A menu appears. • Concur Expense automatically generates a receipt image that accompanies the expense, on the E-Receipt tab of the expense entry. you can actually combine them or let the system combine them. Initiating one Expense Merge: on the web download. Let me know if this works. Concur Creating Expense Reports as a Delegate . ) 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. 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. Any line with a payment type of “ Cash” in the Available. SAP Concur Community Manager. In the Amount field add the total amount of the hotel bill. On the next screen (Manage Expenses) click the link that reads "Active Reports". Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. g. This will open the allocate window. 1. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. Non Reimbursable/ Personal. Apr 7, 2021 09:21 AM. We would like to show you a description here but the site won’t allow us. 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. Employees must verify their Email IDs to receive the receipts for. 12 CYN, choosing. The other expense report is in a submitted state pending external validation. 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 cannot actually assign reports to specific processors.