The report is found when you are in. 02. Select the Requests module at the top of the page 3. 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. It will give you a list of all claims you have created. There are two methods to link approved Travel Requests to Expense Reports as. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. 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. 0. 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. I received the Diners Club card statement and the charge appears in the statement. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. Users find this particularly handy for expense claims with multiple per-diems. 1. To merge instead combine expenses: Go into your Issue Message. Enter a Detailed Business Purpose. 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). Please try and let me know how it goes. If what I described is not available, then from your report, select all the line items. Today, we’re pleased to announce a new Amazon Business Integration for Concur Expense. Sign into SAP Concur to access your home page. After you click it a date field will pop up. Yes, I figured it out. If I select all three, "Combine Expenses" is greyed out. The first would be from the expense details at the line item level. All depends on your instructions to your employees and what information you have in your card feeds. The system isn't designed to do that. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. When I log onto SAP Concur the only tabs that I see at the top is 'Travel' and 'App Centre'. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. ”. The expense report page appears, ready for you to add expenses. Method 1: To start from Concur Requests:. Click on the Expense Report you want to add a receipt to or Create a New Report. 2022 IDC Report: The Business Value of SAP Concur Solutions. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. is not pending approval or is already approved, select the. by shine in Concur Expense yesterday . It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. The app will present your phone’s camera to take a photo or click on “+ Expense. For example, with e-receipt line item can be merged with a credit card transaction. The first would be from the expense details at the line item level. Intelligence. The SAP Concur Administrator‘s Guide to Success - Standard Edition. Load more. Add the associated out-of-pocket expenses, attach the imported credit. auto-create an expense report from that trip. Expand all. option from dropdown menu to verify the travel dates and funding details are accurate • Expense reports on C&G funds 201 and 209 will need to have the following fields: o. 00 Room Tax 23. Aug 9, 2020 03:30 AM. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. Select the module from the top of the screen. On the Details menu in the Expense list of a report, select Allocation. On the right side of the screen, add an allocation row for each account combination to be charged. . SAP Concur Expense solutions will automatically download the transaction details and will create an expense. For importing expenses, there are many ways and depends on the payment method. Consolidate your spending data. I'm assuming they have already attached one receipt to the line item in question. How Concur identifies and combines expenses in a report. When creating Expense Reports in Concur, it is essential to link your approved Travel Request to your Expense Reports. If there are more than 60, repeat steps 1-2. On the Expense screen, click the +. Users have this ability to merge or Combine Expenses when the two selected expenses are from varying sources. 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. Now it’s time to add expenses to your expense report and to add information to. 6. 4. 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. When the company card charge comes in, it will match to the Pending ExpenseIt item. Part Four – Adding TransactionsOne of our users does tried combining adenine credit card expense (with no receipt attached) to an expense created by ExpenseIt (with ampere sales attached) and the combine option does not appear. Upload a document from your computer or cloud storage. Select the expense type that applies to the first itemization. SAP Concur. In Concur, delegates are able to perform a number of tasks on behalf of another user, including creating new expense reports. By going to the expense report, if you have ONLY one expense line which should go to a specific different project, depending how it. That will do it. . 8. When the allocate line appears, look for the Cost Center or Department field and enter the old department. Concur Expense: Workflow. (Below) Another option is to delete one of the two reports you need to combine. We do encourage them to add multiple expenses to each report. g. Users have the ability to merge or Combine Expenses when the double chosen expenses are from different sources. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. Repeat until the Remaining Amount is $0. The basic steps to complete an expense claim are: Create the claim and provide the claim-level information (such as the expense claim name, purpose of the claim and so on). Use this video demonstration to learn how to itemize hotel and/or lodging on a Travel Expense Report in Concur. On the landing page of the application, go into Expense Reports. Unfortunately in my case, I don't have a receipt attached and transaction is not pending as well. Printing receipts in order of the expense report. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. From the home screen, press Expense Reports. 4. Hi My hotel cost seperate to two expenses . Click the radio button for the From date. The app will present your phone’s camera to take a photo or click on “+ Expense. Add the associated out-of-pocket expenses, attach the imported. The following required configuration options ensure archival of the most appropriate data used in your Analysis/Intelligence reports. g. For a short demonstration click Itemizing Expenses (Legacy UI). •2. For example, an e-receipt line item bottle be merged with a credit select operation. This only happens if the Pending Item is not already on an expense report. 1. From this page, you can check the status of any submitted report: Concur Expense Concur Travel. Regardless, the travel allowance wizard and menu appear only if you meet the. To merge: Go to Expenses on the left sidebar. The first image (Receipt) were uploaded with the Receipt feature. 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. Merging two expenses when one report has already been submitted and reimbursed. 3. Select Add a New Personal Card. 2. On the Expense Source page, click Separate (bottom of the window). Under . How will the system know which one to use?To create an expense report using Android: Open the SAP Concur mobile app. Once the card charge is added, you can select both items (using the little checkbox to the left) and then click Combine. Click the Reservation link (on the expense report) to view the reservation on the Expense Source page. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. 1) To attach a receipt on the Select receipt from menu, tap: • Take Photo to use your. 3 . Thank you, Kevin Dorsey. The ChartFields default from your Concur Profile. 5. If you see Reporting, mouse over and let me know what you see. Unable to combine separate expenses for single reservation. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. - You will see that there is and expense already combined. 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 - Transactions 360. 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 should be than not showing you any warnings. I used a corporate card for the transaction as well. T&E Card 3. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. On the screen that opens you will see your submitted report. 2. To view a linked travel reservation: 1. Travel & Entertainment Card FAQs. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. Log in to Concur via Single Sign-On. Thanks. Now it’s time to add expenses to your expense report and to add information to. 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?. - Separate and delete the "fake" expense. Employees naturally expect any personal funds expended for business to be paid back to them. Enter the Check-out date. Center for Workplace Development 1 . To separate two transactions that were combined in error, click in the Payment Type column of the combined item. 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. The first type is what we call an Expense Approver. Yes, I figured it out. g. 2022_01. User. Last Updated: 4/25/2016 . Under Expense Settings, Select Expense Credit Cards. An expense report allows employees to document each business expense, provide a corresponding receipt and get reimbursed from company funds. We would like to show you a description here but the site won’t allow us. 1 - Transactions 360. create a multi-city Expense Report in the Concur Expense Module. Because it depends on your company policy. It has increased time spent on an expense report which takes away valuable time from doing a job. The Report Library View displays Active Expense Reports. Concur Expense: Tips & Tricks Webinar Guide. From an open expense report, click the Hotel line item. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. UATP-Delta Airlines. If you are on the SAP Concur Expense Legacy UI, the Recall. To create and submit an expense report in the web version of SAP Concur: 1. Clarified that the Combine button functions differently under the two different user interfaces – Legacy (current UI) and Next Generation (NextGen). On the expense report page, the Available Expenses section appears, including all the Travel itinerary items, e-receipts, and any imported corporate card transactions. Enter the Transaction date which is your checkout date. Click the Run Query button, then select Reports Ready for Processing. Jun 5, 2018 02:45 PM. Concur Expense: Select can EGO fold two cost in concur. 2. The system isn't designed to do that. Select of two expense line items to be me. Open your expense report and go into the expense entry to which you need to attach multiple receipts. Review the E-Receipt Activation confirmation message verifying that you have signed up to receive E-Receipts. If you click on it, it will open. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Received this alert with a travel expense report: "This expense has no matching travel reservation. On the expense report page, the Available Expenses section appears,. Another option is through the Concur app. "Expense" in the upper left corner. At merge alternatively combine expenses: Go into your Effort Report. Select Add to Report to claim the card charges to the appropriate Event Expense Report. 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. How ca i merge them together ? acted did see any merge menu when i choose these two. What you could do is assign the small group of people a National Director as their default approver. 3. 6. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Other reports has Only Order number. guidebook for using Concur. In the Expression Definition type “current_date” but without the quotation marks. Take a business trip using SAP Concur mobile solutions and see for yourself how easy it is to book travel and complete expense reports on the go. Complete all required fields and the optional fields as directed by your company. Click the checkbox next to the two expenses you wish to combine. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright. To merge or create expenses: Go into you Expense Report. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. • Can run for… Range of Time Specific employees Specific expense types Trip/Report typesCreating a New Expense Report . This expense still shows the purchase as a "cash" purchase and didn't change to the locked credit card icon. 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). Report Details, select the . Last Revised: November 3, 2022 . plies to these SAP Concur solutions: Expense Professional/Premium edition. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file. If you still have questions after watching the video, let me know. After you click it a date field will pop up. You can view a linked travel reservation via an expense report in NextGen UI for Concur Expense. In the Filter section, tick the box for Distribution Account. This issue is preventing me from submitting the expense report to my company for the airfare payment. U-M uses the Concur Expense Tool, accessible through Wolverine Access, for employee business expense reconciliation, including both PCard and out-of-pocket expenses. Received this alert with a travel expense report: "This expense has no matching travel reservation. Contact us today. Initiating one Expense Merge: on the web download. a. Note: The Amazon Business Integration establishes the connection for your entire organization. Reports. We have some customers who might allow their employees to submit one single mileage expense for the month, however this is not very common or what I would consider best practice. Expense. Within a Report New Available Expenses are evaluated for a match against existing expenses within a report only when the user manually opens the report. At this point. yesterday. That way you can follow step by step in your actual expense report. 4. One of the line items they will itemize will look as follows: Jan 15 Room Rate (or your equivalent expense type for the hotel itemization) -$200. 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. 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. I imported both charges into my expense report. The custom query does need to be built by each processor when they are logged into SAP Concur. . Select the two expense line items up be me. Review or change the information as appropriate. 0. We would like to show you a description here but the site won’t allow us. That way you can follow step by step in your actual expense report. Log in to Concur via Single Sign-On. From the Filter Condition field, click the drop down arrow then select Range. When it does, it should match up to the Pending Card Transaction item. If trains are not an option based on the search criteria, SAP Concur will only return the flight options. 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. What this does is every time you run the report, you can choose the data range you want. Hope it helps. Used example, at e-receipt row item can be merged with a credit card deal. The other expense report is in a submitted state pending external validation. When a user is searching for using this tab, SAP Concur will return both flights and trains in the search results if trains are an option for the city pair entered. Creating a Travel Expense Report. Concur recommends limiting expense reports to less than 100 individual expenses per report. If so, click Delete. A menu appears. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. I kn. The employee can also return cash “manually” to the Cash. To unite with combine spending: Go into your Expense Report. Concur. e-Receipts in Concur 4/5/2019 1 . from an approved travel request 2. Click the Add Expense button or select the existing expense. That will match them together. 2. On the Expense Source page, click Separate (bottom of the window). Unable to combine separate expenses for single reservation. Select a Report Purpose from the dropdown 7. Community Manager. ) Click Create Report. 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. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. Step 1: Create Connection in SAP Analytics Cloud with SAP Concur. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. On the menu, click Expense > Manage Expenses (on the sub-menu). Click each report to review it. If the video helped and you were able to allocate the expense, please let me know that as well. About SAP Concur. Reduce time spent on expense reports by streamlining the process. Above the details of the expense you will see an option to Add Receipt, click this. 2. 6. 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 . 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. Concur Reporting 101: Reports to Start With - SAP ConcurConcur Expense: Receipt Handling – Digital Receipts Setup Guide . Select your desired Expense Report from the Report Library. 2. Click on the Add Receipt icon. From the Concur homepage, click Expenses near the top of the page. To combine them manually, select both and click Combine Expenses. Help says I can combine the charges by using Match (I think) or Combine. Select the two expense line items to be me. guidebook for using Concur. - or -. Other types of expenses like hotel orStep Four: Hear what your business expense tracking is telling you. Concur Expense; NextGen UI for Concur Expense Professional Edition End User Help; Expense User; Expenses; Work With Available Expenses; Combine and Separate Transactions; NextGen UI for Concur Expense Professional Edition End User Help. From the Filter Condition field, click the drop down arrow then select Range. . be deleted by approvers and must be deleted by the user or their. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. 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 . Once I do that the system. Once total selected, look for the Move button. In the Mobile App, the receipt images are stored under Expenses: a. forms signed. Jun 5, 2018 02:45 PM. 🙂Travel & Expense System from the bank also need to be included in your expense report. 3. Continue to drive business and end-user adoption forward with tools to help optimize your SAP Concur solutions. Submit them on an expense report. The Select receipt from menu appers. I need to expense them as one expense. Report Header. If I select all three, "Combine Expenses" is greyed out. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . Request, and click . Concur Expense Report Quick Guide 5. Log in to the Concur mobile app and select “Receipt. SAP Concur@ Manage Expenses Requests Card Transactions Travel Expense Approvals App Center Allocate Combine Expenses Move to v Delete Report Submit Report Cash Advances 08/23 L McAuliffe 2 31 19 $0. 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. An automated solution can help streamline these tasks. Select the two expense string items to be me. Return to Expenses to view the Expense with the newly attached receipt and attach it to an Expense Report at any time. NextGen UI. SAP Concur Community Manager. 3) On the Select Report screen, tap the desired expense report. Home; Home; Forums. (Below) Another option is to delete one of the two reports you need to combine. 2. Aug 9, 2022 01:50 PM @LoriAux open the report with the transactions yourself want to go. 00. SAP. Users have the ability to merge or Amalgamate Expenses when the two selected spending are from different sources. University Paid Payment Types: these payment types are for information purposes only to document travel expenses which were paid by. SAP Concur Expense solutions will automatically download the transaction details and will create an expense. 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 matched to the expense entry. The SAP Concur app is a simple, secure tool that allows users to manage travel, expenses, and invoicing from their iOS or Android mobile devices. by LovelyAsmolo in Concur Expense Saturday . The screenshot below shows an example from one of my demo sites. From within an open expense report, select the expense. Open an expense report. We do encourage them to add multiple expenses to each report. Concur will create another expense line with the same information, with one day added to the date. This site uses cookies and related technologies, as described in our privacy statement, for purposes that may include site operation, analytics, enhanced user experience, or advertising. That should hopefully do the trick. Click Add. Shouldn't she been able to connect in this scenario? Both entries were already added to an expense report. If I select all three, "Combine Expenses" is greyed out. To combine expenses away Available Expenses: From. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. The page refreshes, displaying the required and optional fields for the selected expense type. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. I can't find a way to combine all three expenses. Then you can add the other PCard transactions that fall in the statement report date range to the report. 01. On the Details menu in the Expense list of a report, select Allocation. 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. The software update is not user-friendly or has improved the product. Hi guys! In order for the receipts to merge with the credit card expenses, please make sure that both expenses remain unsubmitted.