For example, with e-receipt line item can be merged with a credit card transaction. Select all expenses and click Allocate Selected Expenses. Let me know if this works. Click the More icon on the top of the page. . Employees naturally expect any personal funds expended for business to be paid back to them. You should be able to delete it. Employees will see the payment demand status of Paid within their expense report. I think the issue is twofold: 1. 12 CYN, choosing. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. Enter the Check-out date. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. A dynamic ecosystem of more than 150 partner applications and services designed to help manage compliance, spend, and the traveller experience. Home; Home; Forums. Then check the boxes further to the expenses. Log into Concur using your Single Sign-On. Add the associated out-of-pocket expenses, attach the imported. Best regards. Additionally, large reports may become challenging for approvers to thoroughly review. 100 Mobile release. An automated solution can help streamline these tasks. 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). 6. Once you select it, click Save. o Enter Duty Station and Residence City, and Residence State if not populated. OR. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. The Expense source page displays both the Reason description and Comparison. guidebook for using Concur. 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. If you want to combine the cc with you expense - Tick the cc and the expense, select Combine expenses. From the Manage Expenses screen, scroll down to the Available Expenses section. Employees will be able to book their trips directly with our travel partner without ever leaving. I'm not sure why SAP Concur didn't match the two together automatically. Click 'copy' at the right of the expense lines. -. Unable to combine separate expenses for single reservation. Click on the Expense Report you want to add a receipt to or Create a New Report. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . Click OK. 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. On the landing page of the application, go into Expense Reports. 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?. Click the Combine Expenses button. If the Expense Report is not pending approval or is already approved, you will be able to edit the Expense Report. Effective January 1, 2021, if non-employee airfare was booked through CBT or Concur, the airfare expense needs to be reconciled as part of the non-employee expense report. Another option is through the Concur app. We turn the difficult into simple, make the unknown known, and put an end to tedious tasks. For example, an e-receipt line item bottle be merged with a credit select operation. On the Manage Expense screen, click Create New Report (Claim)found on the right side of the screen. Employees can easily book and manage travel, create and submit expense reports, and approve invoices — all from anywhere and at any time. [Reference: SAP Concur User Guide – Signing In] On the home page, there. The system isn't designed to do that. I think what is happening is that the Delete button you mentioned is for deleting an expense from the report, not to delete the entire report. Concur Expense: Tips & Tricks Webinar Guide. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. 4. you can actually combine them or let the system combine them. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. Because it depends on your company policy. . A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. Expenses are added as part of the Concur report process (Concur Expense: Creating a New Expense Report). Once I do that the system. When the new expense opens, click. The Available Expenses section is located in the middle of the Manage Expenses page, as well as on the Concur landing page: The table for available expenses is at the bottom of the expenses page. 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). This integration reduces the time and effort. release note in the. Sign In. ”. We address the ones who are submitting too many unnecessarily. , refer to those KBA's. 4. View the Expenses in. Repeat until the Remaining Amount is $0. Check the box next to one or more Travel & Entertainment (T&E) Card charges related to the event 4. The first type is what we call an Expense Approver. - or - On the menu, click. 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. This means you can run reports that others have created. SAP Concur is committed to reinventing travel, expense, and invoice management with tools that simplify everyday processes and create better experiences. Launch Course. Do you not see the option? I hope this helps. If you see Reporting, mouse over and let me know what you see. Keep your employees safe and connected, allowing you to fulfill duty of care. Applies to these SAP Concur solutions: Concur Expense Professional/Premium edition Standard edition Concur Travel Professional/Premium edition Standard edition Concur Invoice Professional/Premium editionSAP Concur solutions simplify travel and expense management, allowing employees to book business travel on their own, submit expenses easily, and stay within spending policies. You should be able to click on +Start Report to create a new expense report. Last Updated: 4/25/2016 . To merge or combination expenses: Go up your Expense Report. Intelligence. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. 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. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. @S0018407879 Thanks for posting in the SAP Concur Community. Thanks. This means you can run reports that others have created. 00/5. The Confirm Delete window appears. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. Once selected Click Allocate. Select the Requests module at the top of the page 3. For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. Request, and click . Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. Then go to every other report, select the company card transactions that are older than 60 days. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. This will put the the MasterCard charge back in your available expenses. 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. Expense splits the combined item into the original two items. 2) Tap Move. If you do not think you will have any business expenses in the foreseeable future, then you will need to ask that your company card administrator at your company removes this transaction from you view. Concur. It makes itemizing the 5 different expense categories difficult. If there are more than 60, repeat steps 1-2. - Separate and delete the "fake" expense. If I select all three, "Combine Expenses" is greyed out. Create an Expense Report for Travel Booked in Concur . From the drop down, choose the best option for past reports. Shouldn't she been able to connect in this scenario? Both entries were already added to an expense report. ”. 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. If they are a match simply click Continue and Concur Will combine your data nto one expense entry per match. 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). Other reports has Only Order number. Clarified that the Combine button functions differently under the two different user interfaces – Legacy (current UI) and Next Generation (NextGen). If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. Includes cost object information and expense report type. Choice the two expense line items to be me. If I select all three, "Combine Expenses" is greyed out. The following required configuration options ensure archival of the most appropriate data used in your Analysis/Intelligence reports. Above the details of the expense you will see an option to Add Receipt, click this. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. Add an item from your Available Expenses library (for example, card charge, e-receipt) to your report. 0 2 1,585. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. Select your file from the documents list and pick your export method. If it is, then the user must add the company card charge to the same report, then the items will match. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. That way you can follow step by step in your actual expense report. When the Manage Expenses sub-menu appears, click the + Create New. is pending Financial Unit Approval, you may recall the. S. To manually add an expense to a report: With the report open, click Add Expense > Create New Expense. Use reclaim extraction factors atWe would like to show you a description here but the site won’t allow us. Click the Reservation link (on the expense report) to view the reservation on the Expense Source page. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. (The fields that appear on this page are defined by your company. Add the associated out-of-pocket expenses, attach the imported. Take control of your travel program and see how travel dollars are spent. In response to jonwarr. Amount. 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. 2022_01. Tips will be demonstrated in a live Concur environment via webinar. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . ) 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. P. The Nightly Lodging Expenses Tab will appear. University Paid Payment Types: these payment types are for information purposes only to document travel expenses which were paid by. On the expense report page, the Available Expenses section appears, including all the Travel itinerary items, e-receipts, and any imported corporate card transactions. 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. Regardless, the travel allowance wizard and menu appear only if you meet the. 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. 0 6 1. Through our global network of travel partners, travel managers can get a full view of spending, make life easier for travelers, and optimize. guidebook for using Concur. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. I believe one says Assigned Itineraries. Ensure that there are no receipt images attached to the selected expense line items. Bottom Line: Concur Expense is part of SAP Concur’s suite of expense and travel management apps that are best suited for midsize businesses. In the open Expense Report, select Add Expense. Attaching Receipts to Expenses Receipts can be added to existing Expenses. The e-receipt information may not contain all line items, usually due to credits or returns. Learn more . Not sure why this alert appears and do. The answer is yes. how to un combine the expenses. 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. . At a certain. To separate two transactions that were combined in error, click in the Payment Type column of the. This issue is preventing me from submitting the expense report to my company for the airfare payment. Concur Expense . From the Manage Expenses. 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. 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. @bharath048 that message is a warning message only and should not prevent you from submitting. Click the expense report you need to recall. pece of data s actua y for the same expense. If a receipt is assigned to a report before the corresponding expense shows up, it becomes the attachment of the whole report, not being able to be reassigned to an individual. When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options. That should hopefully do the trick. Select your desired Expense Report from the Report Library. From the reports list, press + at the bottom of the screen. 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. Sign your document online in a. Select the Requests module at the top of the page. Travel Start Time: time leave official headquarters or your. I don't think this is quite as complicated as that situation. You should see a drop down menu of options. On the menu, click Expense > Manage Expenses (on the sub-menu). SAP. 3. sap concur adding card transactions expense report 2021_24 opensap-archive. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. 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. Transactions will be listed in the employee’s Available Expenses or may auto-assign to an Expense Report. This takes you to the Manage Expenses screen. Shouldn't she be abler to combine with this scenario? Both entrance were already added the an expense report. The Concur Expense video series provides a step-by-step demonstration with quick and simple tips to support and optimize your expense management solution. We do encourage them to add multiple expenses to each report. The expense report page appears, ready for you to add expenses. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. Learn more . One of is users has tried combining a credit card expense (with not receipt attached) on an expense built by ExpenseIt (with ampere receipt attached) and the combine option does not appear. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. all ExpenseIt entries will be moved to an expense report automatically. Select Itemize from the lower right corner of the line time. What you could do is assign the small group of people a National Director as their default approver. This is one way you can "assign" reports to people. Click Save. The Cash Advance administrator issues the cash advance in Concur Expense, and the company pays the actual cash to the employ ee. 7. When creating Expense Reports in Concur, it is essential to link your approved Travel Request to your Expense Reports. Click the Delete icon next to the Report Name. a. Employee that submitted 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. Get your file. The system is waiting for the actual company card charge to come in. Today, we’re pleased to announce a new Amazon Business Integration for Concur Expense. . On the menu, click Expense > Manage Expenses (on the sub-menu). Group the Expense List. Click the Create New Claim tile. 6. 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. It has increased time spent on an expense report which takes away valuable time from doing a job. If it is, then the user must add the company card charge to the same report, then the items will match. . Open an expense report. Click OK. You will also learn how to set up add your bank account to your profile and track your reimbursements. Your controller will not be able to view receipt images by project, but can only view receipts by. 5. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. @jonwarr you should be able to click Report Details from your open expense report. Combine Expenses If you see the credit card expense in one line and a cash e-receipt in another, you should combine these lines to- Move the CC expense from you report to expenses. This Quick Reference Guide demonstrates how to itemize an expense in Concur when preparing an expense report. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation. Select the Requests module at the top of the page 3. Aug 9, 2022 01:50 PM. 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. • Allocation view print format:Companies that use the allocation feature can allow users to see a summary of all allocations on an expense report. One reports has Order Number, Serial number etc. . this demo of Concur Expen. Open your expense report and go into the expense entry to which you need to attach multiple receipts. So we have to manually upload the same invoice for 100+ expenses and explain it. Concur Expense Report Quick Guide 5. 1 - Transactions 360. Concur Expense: Workflow. 2. When the Manage Expenses sub-menu appears, click the + Create New Report tile; or Unable to combine separate expenses for single reservation. . Once the card charge is added, you can select both items (using the little checkbox to the left) and then click Combine. 1. On the landing page of the application, go into Expense Reports. An expense report allows employees to document each business expense, provide a corresponding receipt and get reimbursed from company funds. Unions are great for taking two data sets that have the same. When the company card charge comes in, it will match to the Pending ExpenseIt item. Click Itemize or Nightly Lodging Expenses. Dec 12, 2022 03:46 PM. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. 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. On the expense report page, the Available Expenses section appears,. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. 12 CYN adding an additional transaction negative for -360. To recall the report: Navigate to the Expense tab at the top of the SAP Concur homepage. For example, in e-receipt line thing can to merged using ampere credit card transaction. This is the assigned manager for the employee. SAP Concur. For exemplar, an e-receipt line item can become merge with a credits card transaction. ), and other information. 1. SAP Concur Community Manager. Aug 6th, 2022. 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. never be pulled into a report without the transaction. g. Travel & Entertainment Card FAQs. How Do I Create/Update New User Shapes Using in Importing File? How Go I Manually Create one New SAP Agree Profile? The basic process The basic steps to complete an expense report are: Create the report and provide the report-level information (such as the expense report name, purpose of the report, and so on. 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. 7. 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. The expense report page appears, ready for you to add expenses. Concur TripLink connects trips, travelers, and itineraries across channels to enhance and simplify the entire travel experience. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. A majority of customers I have worked with require each day's worth of mileage as separate line items on the. Expense Report Process. For example, an e-receipt line item can be merged by an credit board transaction. This infographic is for clients on the Standard edition of SAP Concur solutions. forms sent. 2. 00. View Report Expenses by List or by Detail. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. 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). Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. When I started working at my previous employer, they already had a ton of ad hoc Concur reports, and I used to frequently copy these reports to My Folder in Concur to modify them and create new reports. You can select multiple expenses to allocate all of them to the same chart string if desired. The Report Library displays a list of Expense Reports. I am with a new company now, and all they have are the canned reports that. Select the couple cost line items to be me. Aug 9, 2020 03:30 AM. 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. (Below) Another option is to delete one of the two reports you need to combine. 6. From the left pane, go to the Reports menu. As a reminder, all travel by University employees which includes. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. Admin. 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. 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. So, for your example you can select Sent for Payment Date from September 30 to October 31. Also, you’ll be guided to helpful resources for both end users and admins as. To combine them manually, select both and click Combine Expenses. I know that there should also be an expenses one which is the one that I actually need to use. - or -. By going to the expense report, if you have ONLY one expense line which should go to a specific different project, depending how it. ) Click Create Report. Using the Concur Mobile App. Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. After reviewing your expenses and attaching your receipts, click Submit Report to submit your report for approval: Accept & Continue the certification statement: The report is submitted, and its status is listed in the Active Reports list. There are 4 Concept Fields folders in the data warehouse, just so you know. To create a claim: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Claim. To see if they do, click Expense at the top of the SAP Concur home screen. Includes cost object information and expense report type. Users have the ability at merge or Combine Expenses when the two selected expenses belong from different sources. On the Details menu in the Expense list of a report, select Allocation. About SAP Concur. In Concur, click the Expense tab. If what I described is not available, then from your report, select all the line items. If these two line items are supposed to be one expense, just delete one of them. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. But there is no Match button or. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. The expense user logs in, creates an expense report and fills out header information. From adding all expense report details and receipts to submitting, reviewing for accuracy and. This approver, usually by default, is very limited on what they can change on an expense report when reviewing it. - You will see that there is and expense already combined. Identify the applicable . You can edit them for this Report, if necessary. This process is the same as viewing, editing, and deleting personal expense reports or cash advance requests. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. To move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. Method 1: To start from Concur Requests:. I have tried different browsers, logged in and out, deleted and created the expense report, deleted the itinerary in the expense report and repopulated it, and tried to input different. • Concur Expense automatically generates a receipt image that accompanies the expense, on the E-Receipt tab of the expense entry. The IT help desk where I work hasn't got very far with solving this so I was wondering if anyone here could help. Log in to the Concur mobile app and select “Receipt. We also run a report on the number of reports an associate is submitting each month. If the video helped and you were able to allocate the expense, please let me know that as well. Learn when receipts are required and how to upload them to Concur. Keep your employees safe and connected, allowing you to fulfill duty of care.