Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. 100 Mobile release. Today, we’re pleased to announce a new Amazon Business Integration for Concur Expense. . . 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. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. 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 ChartFields default from your Concur Profile. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. Received this alert with a travel expense report: "This expense has no matching travel reservation. Select the drop-down icon to choose the two expense accounts only. This option would need to be enabled for the company under. In Concur, click the Expense tab. 03. . 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. Login to SAP Analytics Cloud and Click on Connection. SAP Concur Community Manager. Check the box next to your desired transaction to select it. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. The employee can also return cash “manually” to the Cash. Shouldn't she be able to combine in this scenario? Both entries were even added to an expense report. Check the box next to one or more Travel & Entertainment (T&E) Card charges related to the event 4. @EdwinaM you cannot combine entries that have the same payment type, so what you experienced is by design. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. To merge instead combine expenses: Go into your Issue Message. We would like to show you a description here but the site won’t allow us. I suggest speaking with your direct manager first and foremost to make sure you have the. The first image (Receipt) were uploaded with the Receipt feature. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. 12 CYN adding an additional transaction negative for -360. How to combine expenses in Concur Mobile? by AASM in Concur Expense Friday . By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. This allows them to approve the report then choose the next person to approve. How Concur identifies and combines expenses in a report. Receipts are required for expenses over $25. Transactions will be listed in the employee’s Available Expenses or may auto-assign to an Expense Report. Ap. @elliobc me again. How can i merge yours collectively ? did not see any merge menu once i choose diese two. Click on the Customize button. 🙂 So, on hunch I went into your account and looked at one of your expense reports. 2. • Expense allocation form: Companies that use the allocation feature define the form that appears whe n a user allocates an expense. - Send again the CC to the report and you will be able to combine it with the Expense. Open your expense report and go into the expense entry to which you need to attach multiple receipts. View Report Expenses by List or by Detail. Travel Start Time: time leave official headquarters or your. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. Best regards, RohanFrom here select Process Reports. Make any necessary edits to the. 1. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. @jessicaholt1983 Thanks for posting in the SAP Concur Community. . Jun 16, 2022. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. Report Header. I believe one says Assigned Itineraries. Attaching Receipts to Expenses Receipts can be added to existing Expenses. I don't think this is quite as complicated as that situation. 5. You (or your delegate) can upload a scanned receipt image for an expense line in a report by either opening the expense line to attach the receipt or attaching the receipt in the. 0 6 1. I selected the two expenses on the left side of my expense report. Matches that Need Confirmation: 1 New Expense Exceptions Expense Type O ther Expenses auick Expenses Date 10/18/2018 Amount. Select Available Expenses to locate the University Card transactions, i. Creating New Reports in Concur Intelligence. You’ll see these expenses in your Available Expenses list. Note: Concur imports a maximum of 60 U-M Card transactions at a time. You are trying to combine expenses line items that have different expense types. The Expense source page displays both the Reason description and Comparison. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. 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. • Can run for… Range of Time Specific employees Specific expense types Trip/Report types Creating a New Expense Report . I'm not sure why SAP Concur didn't match the two together automatically. To move a manually created expense to another report: With the report open, select the check box of one or more expenses. "Expense" in the upper left corner. Then you can add the other PCard transactions that fall in the statement report date range to the report. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. 4. 6. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation. Launch Course. Employees must verify their Email IDs to receive the receipts for. The screenshot below shows an example from one of my demo sites. You will also learn how to set up add your bank account to your profile and track your reimbursements. Review, Approve & Audit. Employees can easily book and manage travel, create and submit expense reports, and approve invoices — all from anywhere and at any time. Enter Transaction Detail by Account in the search box. One reports has Order Number, Serial number etc. Concur will create another expense line with the same information, with one day added to the date. Select the module from the top of the screen. Looking for. So, depending on your role at your company, there is a good chance that you would not be allowed to have this permission. It will give you 4 options, the first two of which are the best IMO. On the Confirm Delete message, click Delete. . 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. If the Pending Card Transaction item is not yet added to an expense report, the system should match the corporate card. Click on the expense to bring up the expense view. Complete all required fields and the optional fields as directed by your company. 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. - Go to expenses and click the cc expense. Reports. Skip to Step 7 below. - Send again the CC to the report and you will be able to combine it with the Expense. There are really two main ways this is handled: 1. Click on the Expense Report you want to add a receipt to or Create a New Report. SAP Concur Expense solutions will automatically download the transaction details and will create an expense. . Click the desired expense type. Complete the fields as directed by your company. 6. Consolidate your spending data. The Report Library View displays Active Expense Reports. Not sure why this alert appears and do. Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. expense report without adding a receipt image to the car rental expense entry, asApp Center Brochure: Amazon Business Integration. Hey Kevin, There needs to be a way to revert to the older version of Concur. The option to Add Receipt now says View Receipt. However, the true beneficiary of expense reports is the business owner. Method 1: To start from Concur Requests: 2. This issue is preventing me from submitting the expense report to my company for the airfare payment. 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. Click the Combine Expenses button. On the expense report page, the Available Expenses section appears,. Go into the SAP Concur Mobile app and click Expense at the bottom of the app home screen. 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. Sign into SAP Concur to access your home page. Select Add to Report to claim the card charges to the appropriate Event Expense Report. Click the Create New Claim tile. Once you approve it, it goes into a batch. • Concur Expense automatically generates a receipt image that accompanies the expense, on the E-Receipt tab of the expense entry. Once I do that the system. Search for then select your bank name. (The fields that appear on this page are defined by your company. However, there are two types of approvers in SAP Concur. I can't find a way to combine all three expenses. 01 USD or which currency is the mismatching for and press Save. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. 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. Then check the boxes further to the expenses. In this session, you will learn time-saving tips for working with Concur Expense. 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. Concur Creating Expense Reports as a Delegate . 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. 2) Tap Move. 2. 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. 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. Using Concur Expense, you can view a list of any unassigned company card transactions and assign them to a new or existing expense report. With the report open, you will see an orange Approve button. This is the assigned manager for the employee. Concur Expense. I kn. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. 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. Overview . From the Manage Expenses screen, scroll down to the Available Expenses section. UATP-Delta Airlines. Select the drop-down icon to choose the two expense accounts only. - You will see that there is and expense already combined. UATP-United Airlines. Select the claim that you decided will be the one to submit. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. yesterday. When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options. 0 0 27. Simplify expense, travel, and invoice management with SAP Concur. Center for Workplace Development 1 . For the data you are looking for including Account Numbers, that is usually data. Dec 22, 2022 09:15 AM. If it is, then the user must add the company card charge to the same report, then the items will match. If the video helped and you were able to allocate the expense, please let me know that as well. . This means you can run reports that others have created. If there are more than 60, repeat steps 1-2. How Concur identifies and combines expenses in a report. 12 CYN, choosing. The Concur Travel & Expense system will combine and streamline business and travel purchases including UD Credit Card transactions. I am with a new company now, and all they have are the canned reports that. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. Travel Start Time: time leave official headquarters or your. I've provided a screenshot of how to delete a report. Concur Expense: Company Card Setup Guide for Standard Edition . Once selected, click the Move button. 2. Learn more . Click Upload Receipt Image to search and select the image from your files to append. Select the couple cost line items to be me. If you click on it, it will open. We do encourage them to add multiple expenses to each report. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. I used a corporate card for the transaction as well. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. Concur ExpenseThe term e-receipts refers to data sent to Concur through the SAP Concur Connect Program. Click on the Expense Report you want to add a receipt to or Create a New Report. The first step was to create your expense report by completing the Report Header in Concur. Enter all necessary information for the itemization. From the SAP Concur home screen, click Expense at the top of the screen. When I go to Expense ->Process Reports -> Print Detailed Report (Or any other kind of report) The system shows me an expense report which I can export to PDF or print. If you are on the SAP Concur Expense Legacy UI, the Recall. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. Use this process while creating a report in Concur (Concur Expense: Creating a New Expense Report) and adding an expense (Concur Expense: Adding an Expense) that includes attendees, such as an Official Function. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. Then, try our . Another option is through the Concur app. The allowable amount is calculated on a daily basis and is not aggregated over the entire period of the trip. •2. Employees naturally expect any personal funds expended for business to be paid back to them. never be pulled into a report without the transaction. 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. 100 Mobile release. o Enter Duty Station and Residence City, and Residence State if not populated. Select the module from the top of the screen. There are 4 Concept Fields folders in the data warehouse, just so you know. At the top of the expense details they should see an option that says View Receipts. - You will see that there is and expense already combined. Regardless, the travel allowance wizard and menu appear only if you meet the. you can actually combine them or let the system combine them. To do so, add a Data Item from the Toolbox and name it Current Date. Select the Requests module at the top of the page 3. 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). 1. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. As a reminder, all travel by University employees which includes. A lot of our customers use the processor approval as the final approval for the expense report. Request, and click . Method 1: To start from Concur Requests:. For example, an e-receipt line item bottle be merged with a credit select operation. . The page refreshes, displaying the required and optional fields for the selected expense type. Employee that submitted report. 00. Aug 9, 2020 03:30 AM. Creating a Travel Expense Report. 1 Solution. 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. The report is found when you are in. how to un combine the expenses. 0. . Complete all required fields and the optional fields as directed by your company. • Users can access and print e-receipts at any time from within Expense. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. @S0018407879 Thanks for posting in the SAP Concur Community. Just make it a one day stay. We would like to show you a description here but the site won’t allow us. To merge instead combine expenses: Go into your Issue Message. In the open Expense Report, select Add Expense. Aug 1, 2018 04:19 PM. 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. 01. That way you can follow step by step in your actual expense report. Expense Reports with P-Card Transactions –You can create an expense report and continue to add P-Card transactions to it throughout the month –You can then submit the report prior to the monthly accounting deadline to allow the expense approver time to review the report –Best practice is to submit reports once or twice a month,Expense queue. (Instructions for installing the app are at the end of this email. create a multi-city Expense Report in the Concur Expense Module. 2. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. Under . If they do, and the credit card expense imports afterwards, there. " The trip was booked through Concur. Log in to the Concur mobile app and select “Receipt. 2022 IDC Report: The Business Value of SAP Concur Solutions. The other expense report is in a submitted state pending external validation. What you could do is assign the small group of people a National Director as their default approver. On merge conversely combine expenses: Go at your Expense Report. When creating Expense Reports in Concur, it is essential to link your approved Travel Request to your Expense Reports. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. Jun 5, 2018 02:45 PM. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. Employees will see the payment demand status of Paid within their 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. This web-based service provides the tools you need to request and book travel, as well as create, and submit expense reports. You can edit them for this Report, if necessary. When the company card charge comes in, it will match to the Pending ExpenseIt item. This will open the allocate window. For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. 12 CYN adding an additional transaction negative for -360. Click the radio button for the From date. ThanksThe hotel itinerary item or the e-receipt will show up before the actual card charge, that's why the item you see says Pending Card Transaction. The University of Delaware will launch a new Travel & Expense Management program to all University employees in 2019. 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. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. Concur recommends limiting expense reports to less than 100 individual expenses per report. Travel & Entertainment Card FAQs. The Select receipt from menu appers. 1 - Transactions 360. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. 1. . You can select Append on a previously used receipt or document, if displayed. The credit card batch files will also contain this kind of information. The e-receipt information may not contain all line items, usually due to credits or returns. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. Users have the ability to amalgamate instead Combine Expenses when the two selected expenses exist from different sources. User. 4. Concur Expense: How can I merge two expenses stylish concur; Options. Use the Expense Type Lodging Deposit (Checkout Credit) and enter the deposit as a negative amount. 4. Click one of these: New Report (at the. Sort the Expense List. Open your expense report and go. Return to Expenses to view the Expense with the newly attached receipt and attach it to an Expense Report at any time. You may save it as a PDF, email it, or upload it to the cloud. Click Accept. Click 'copy' at the right of the expense lines. It also depends on the Source for the expense e. Shouldn't she be abler to combine with this scenario? Both entrance were already added the an expense report. Finance. We would like to show you a description here but the site won’t allow us. 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. This takes you to the Manage Expenses screen. To add a Business or Personal credit card to your profile, follow these steps: Log into SAP Concur and navigate to Profile > Profile Settings. 1 Solution. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). Action. Selecting the two expenses line items to be me. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. Scroll down to the Available Expenses section and click the little check box next to the item. 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. Creating New Reports in Concur Intelligence. 0 2 1,585. All depends on your instructions to your employees and what information you have in your card feeds. For personal expenses paid for on a company card, it depends on how your company has the card program. 1 - Transactions 360. After you click it a date field will pop up. When the new expense opens, click. On the screen that opens you will see your submitted report. I can't find a way to combine all three expenses. Request, and click . ”. You will also learn how to set up add your bank account to your profile and track your reimbursements. • Can run for… Range of Time Specific employees Specific expense types Trip/Report typesCreating a New Expense Report . To get around it, i have to delete the pending charge from the expense report, then separate the receipt from the pending charge and re-add the pending charge to the report and then combine. The queries take about 2 minutes to create. If what I described is not available, then from your report, select all the line items. Select all expenses and click Allocate Selected Expenses. The only way company card statements or transactions can come into SAP. For example, in e-receipt line thing can to merged using ampere credit card transaction. 1. We also run a report on the number of reports an associate is submitting each month. ) Click Create Report. Keep your employees safe and connected, allowing you to fulfill duty of care. From the reports list, press + at the bottom of the screen. Select of two expense line items to be me. Expand all. On the right side of the screen, add an allocation row for each account combination to be charged. As a Proxy. There are 4 Concept Fields folders in the data warehouse, just so you know. 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. Oxford Economics US Fact Sheet: Empowering Your People. When the Manage Expenses sub-menu appears, click the + Create New Report tile; or Unable to combine separate expenses for single reservation. ) 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. An ExpenseIt entry and a corresponding credit card transaction in an expense report can be matched by clicking on the Combine button. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. Otherwise, you can use the "+New Expense" button to manually create an. Do you not see the option? I hope this helps. Oct 6, 2023 Knowledge. To add an entry to your expense report, check on the box to the left of the entry and select Move-> To Current Report. Select a transaction, then click the Move button and select To New Report. Thanks. From the left pane, go to the Reports menu. 1. auto-create an expense report from that trip. You are trying to combine to out of pocket expenses. Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. The reports that have been deleted are stored in Cognos by their report ID, so this report should help you with what you need. KevinD. In the Expression Definition type “current_date” but without the quotation marks. (The fields that appear on this page are defined by your company. Report Header. be deleted by approvers and must be deleted by the user or their. The system is waiting for the actual company card charge to come in. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. I can't find a way to combine all three expenses. The converted pdf can be attached as a receipt at the header level of the expense report, which can be a single receipt for multiple lines. We have our employees to submit their expenses within 14 days of incurring the expense. Aug 6th, 2022. sap concur adding card transactions expense report 2021_24 opensap-archive. This occurs when the user moves an Available Expense to their expense report. This report doesn't show the recall button so I am trying to get this returned so I can update. Expense Processor. For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. 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. For example, an e-receipt line item can be fused with a credit card store. I need to expense them as one expense. 2.