Requests, on the Quick Task Bar. 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. 7. Enter Transaction Detail by Account in the search box. OR Select the report which needs to be changed, you should have a few tabs on the top, one of which " Report Details" and sub select "Report Header". If there are more than 60, repeat steps 1-2. 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. When it does, it should match up to the Pending Card Transaction item. This takes you to the Manage Expenses screen. If an employee uploads a receipt, and the credit card expense hasn't been imported yet, the employee should not submit the report the receipt is on quite yet. if the Source is ExpenseIt then I think you only have the option to delete the Expense; you can't detach the receipt as it's intrinsically linked to the. Select 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. Choice the two expense line items to be me. Initiating one Expense Merge: on the web download. If the video helped and you were able to allocate the expense, please let me know that as well. . We would like to show you a description here but the site won’t allow us. Creating New Reports in Concur Intelligence. I selected the two expenses on the left side of my expense report. Users have the ability at merge or Combine Expenses when the two selected expenses belong from different sources. If you see Reporting, mouse over and let me know what you see. 🙂 Travel & Expense System from the bank also need to be included in your expense report. . 6. g. In the Expression Definition type “current_date” but without the quotation marks. A dynamic ecosystem of more than 150 partner applications and services designed to help manage compliance, spend, and the traveller experience. The custom query does need to be built by each processor when they are logged into SAP Concur. Action. The first is "add attendees from Outlook Calendar". Android OS: Log into the SAP Concur mobile application. You can view a linked travel reservation via an expense report in NextGen UI for Concur Expense. The Report Library displays a list of Expense Reports. Mileage. In addition, the administrator has many more options with. 5. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. U-M uses the Concur Expense Tool, accessible through Wolverine Access, for employee business expense reconciliation, including both PCard and out-of-pocket expenses. We address the ones who are submitting too many unnecessarily. Choice the two expense line items to be me. Jun 5, 2018 02:45 PM. 🙂 So, on hunch I went into your account and looked at one of your expense reports. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. At the top of the expense details they should see an option that says View Receipts. I know that there should also be an expenses one which is the one that I actually need to use. 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. Submit them on an expense report. Employee Reimbursement System. I have two reports with different data. Select Add to Report to claim the card charges to the appropriate Event Expense Report. How to Itemize an Expense . Open an expense report. Creating a New Expense Report . This only happens if the Pending Item is not already on an expense report. Launch Course. 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. "Expense" in the upper left corner. On the right side of the screen, add an allocation row for each account combination to be charged. Once the card charge is added, you can select both items (using the little checkbox to the left) and then click Combine. 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. If you see Reporting, mouse over and let me know what you see. 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. Just make it a one day stay. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. Expense reports that exceed this limit can cause problems during workflow routing as audit rules are applied to reports. There are scenarios where Concur APP combines a "fake" Expense to a CC expense; if diese happen you will see the expense and and CIRCLE and you won't be able to combine them as the MILLILITER outlay has already been combined to this "fake" expense. Verify the imported expense (s) appear in the Expenses list. I suggest speaking with your direct manager first and foremost to make sure you have the. g. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. . 1. 7. Thanks, GregWhen I try to combine the two expense items, system prompts me that the expenses cannot be combined. 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. Select whichever option works for you. It helps eliminate paper receipts and makes it easier for you to complete your. Click the Append button. A pop-up will appear containing two tabs, one for Available Expenses, the other to Create New Expense: Available Expenses holds University card transactions. Supplies. Note: Concur imports a maximum of 60 U-M Card transactions at a time. Then check the boxes further to the expenses. • Concur Expense automatically generates a receipt image that accompanies the expense, on the E-Receipt tab of the expense entry. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. Add the associated out-of-pocket expenses, attach the imported. 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. If you would like to match the two items before your report gets fully approved, you can log into SAP Concur, click Expense at the top of the screen. Auto-suggest serves you quickly narrow down your search resultat by suggesting possible matches as him type. Create an Expense Report for Travel Booked in Concur . 0 2 302. What this does is every time you run the report, you can choose the data range you want. 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. I'm not sure why SAP Concur didn't match the two together automatically. button to recall it and make edits. 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. Method 1: To start from Concur Requests:. Your controller will not be able to view receipt images by project, but can only view receipts by. However, the true beneficiary of expense reports is the business owner. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. This resource is also available for download on the Concur page of the Travel Services website. Click on the Expense Report you want to add a receipt to or Create a New Report. On merge conversely combine expenses: Go at your Expense Report. 12 CYN, choosing. Objective . 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. So, depending on your role at your company, there is a good chance that you would not be allowed to have this permission. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. That way you can follow step by step in your actual expense report. Verify the imported expense (s) appear in the Expenses list. (Below) Another option is to delete one of the two reports you need to combine. Click the More icon on the top of the page. For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. 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. 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 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 . sap concur adding card transactions expense report 2021_24 opensap-archive. On the Details menu in the Expense list of a report, select Allocation. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. 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. App Centre. 0. Click the drop down arrow, then select All Purchasing Cards to see your PCard transactions. 1 - Transactions 360. Select the expense type that applies to the first itemization. Please refer to this video to learn more about copying an expense in Concur. 1. Can't access Concur Expenses. (Instructions for installing the app are at the end of this email. 00 Not Submitted I Report Number: SA8S14 rint/Share v Manage Receipts v View Available Receipts Ele-Receipts in Concur . This will put the the MasterCard charge back in your available expenses. Simplify expense reporting and get more visibility into spending. Super User. Enter Transaction Detail by Account in the search box. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. To combine them manually, select both and click Combine Expenses. Users have the ability to merge or Amalgamate Expenses when the two selected spending are from different sources. yesterday. Aug 1, 2018 04:19 PM. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. 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. 5. 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. SAP Concur. Select to two expense queue items to subsist me. Tips will be demonstrated in a live Concur environment via webinar. Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. a. A lot of our customers use the processor approval as the final approval for the expense report. Method 1: To start from Concur Requests: 2. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. Have your company card administrator "hide" them from your view. 00 Room Tax 23. 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. One reports has Order Number, Serial number etc. The expense user logs in, creates an expense report and fills out header information. To delete a manually created expense, with the expense open, click the trash can icon to the right of the report title. Please try and let me know how it goes. The expense first needs to be moved from a report into Available Expenses before you get the detach option. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . You should be able to click on +Start Report to create a new expense report. All they need to do is choose the Managing Director. 00 Room Tax 23. 0. The system isn't designed to do that. Shouldn't she be abler to combine with this scenario? Both entrance were already added the an expense report. The credit card batch files will also contain this kind of information. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. To filter the results, select an option in the View list: To view the expense source (s), click anywhere in the row – other than the check box or. How ca i merge them together ? acted did see any merge menu when i choose these two. If the expense report is returned to the employee, then the . Automation improves your business travel management and lets you: Simplify expense reporting with digital reports created via mobile, digitized, and electronic receipts, and automatic payment. Skip to Step 7 below. Automate Expense Reports. Select Itemize from the lower right corner of the line time. Log into Concur using your Single Sign-On. 3. • If the company uses Concur Travel & Expense, e -receipts are automatically matched with the user's itineraries and card charges – eliminating the need for the user to type in folio data and submit paper receipts for 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. @EdwinaM you cannot combine entries that have the same payment type, so what you experienced is by design. -. Selecting the two expenses line items to be me. Pros: *Multiple approvers can approve the same report at the same time. . By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. 3K. Select the Requests module at the top of the page 3. 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. There are scenarios where Concur APP combines a "fake" Expense to a CC expense; if diese happen you will see the expense and and CIRCLE and you won't be able to combine them as the MILLILITER outlay has already been combined to this "fake" expense. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). If you still have questions after watching the video, let me know. To manually add an expense to a report: With the report open, click Add Expense > Create New Expense. Initiating one Expense Merge: on the web download. University Paid Payment Types: these payment types are for information purposes only to document travel expenses which were paid by. 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. Center for Workplace Development 1 . The Nightly Lodging Expenses Tab will appear. Select all expenses and click Allocate Selected Expenses. I am with a new company now, and all they have are the canned reports that. Use reclaim extraction factors atWe would like to show you a description here but the site won’t allow us. The screenshot below shows an example from one of my demo sites. Click one of these: New Report (at the. 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. To merge instead combine expenses: Go into your Issue Message. Concur Creating Expense Reports as a Delegate . You can select multiple expenses to allocate all of them to the same chart string if desired. Reports. I believe one says Assigned Itineraries. Once selected, click the Move button. Select the drop-down icon to choose the two expense accounts only. The report is found when you are in. Create an Expense Report for Travel Booked in Concur . Additionally, large reports may become challenging for approvers to thoroughly review. Click the checkbox next to the two expenses you wish to combine. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. Within the report, click the blue Add Expense button:. Regardless, the travel allowance wizard and menu appear only if you meet the. Requests, on the Quick Task Bar. Concur Expense: Workflow. For e. 0 6 1. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. 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. This report doesn't show the recall button so I am trying to get this returned so I can update. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. 1. Best regards, RohanFrom here select Process Reports. For example, an e-receipt line item bottle be merged with a credit select operation. 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). If so, click Delete. Unable to combine separate expenses for single reservation. When the new expense opens, click. Open your expense report and go. @bharath048 that message is a warning message only and should not prevent you from submitting. Concur Expense: How can I merge two expenses stylish concur; Options. ii) Copy a previously submitted expense claim. statement reports default approver as specified on the User Administration page, not the expense report default approver nor the (Expense) default approver 2. 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 . A menu appears. 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. (If on the Legacies UI, Name the two expense line items, and click Combine from the list of options that wishes appear to the right) You ca also combine expenses von your list of Available Expenses before you are added into an expense report. Check the box next to your desired transaction to select it. How Concur identifies and combines expenses in a report. Login to SAP Analytics Cloud and Click on Connection. Used example, at e-receipt row item can be merged with a credit card deal. ) Click Create Report. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. The first step was to create your expense report by completing the Report Header in Concur. Travel & Entertainment Card FAQs. 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). If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. Aug 9, 2022 01:50 PM @LoriAux open the report with the transactions yourself want to go. Best regards. If you want to combine the cc with you expense - Tick the cc and the expense, select Combine expenses. Printing receipts in order of the expense report. o Enter Duty Station and Residence City, and Residence State if not populated. The system does not allow you to import more. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. Browse . We have our employees to submit their expenses within 14 days of incurring the expense. Dec 12, 2022 03:46 PM. I can't find a way to combine all three expenses. Thank you, Kevin Dorsey. On the right side of the screen, add an allocation row for each account combination to be charged. On the Expense screen, click the +. Check the box next to one or more Travel & Entertainment (T&E) Card charges related to the event 4. . Ensure that there are no receipt images attached to the selected expense line items. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. Received this alert with a travel expense report: "This expense has no matching travel reservation. However, the true beneficiary of expense reports is the business owner. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. The system isn't designed to do that. On the Expense Source page, click Separate (bottom of the window). - Send again the CC to the report and you will be able to combine it with the Expense. If you paid for your lodging with your Travel Card - click Import Expenses to select and move that expense to your report. On the Manage Expense screen, click Create New Report (Claim)found on the right side of the screen. 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. Transform your daily workflows and Merge Hotel Receipt. from an approved travel request 2. Help says I can combine the charges by using Match (I think) or Combine. Review, Approve & Audit Built-in workflow. Select the Requests module at the top of the page 3. Click on the Add. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. For a demonstration of our NextGen UI, click Itemizing Expenses. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. First time using Concur. Using the Concur Mobile App. 00. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. Unable to combine separate expenses for single reservation. Concur will create another expense line with the same information, with one day added to the date. 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. you can actually combine them or let the system combine them. On the expense report page, the Available Expenses section appears, including all the Travel itinerary items, e-receipts, and any imported corporate card transactions. To move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. Select the desired Unsubmitted Expense Report. 12 CYN adding an additional transaction negative for -360. 3. Identify the applicable . If they do, and the credit card expense imports afterwards, there. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. 0. Using Expense Pay. Method 1: To start from Concur Requests:. This process is the same as viewing, editing, and deleting personal expense reports or cash advance requests. A menu appears. Manager of the employee. this demo of Concur Expen. 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. Expense . 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. forms sent. Please perform the keep: - Drive the CC expense from you report to expenses. 0. When the company card charge comes in, it will match to the Pending ExpenseIt item. Users have the ability go merge or Combine Expenses when one two selected expenses are from different sources. Preview unavailable The option to combine expenses will not appear if: To combine them manually, select both and click Combine Expenses. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. Select the two expense line items to be me. from an approved travel request 2. My expense report returned twice because my hotel invoice missing company name and vat. You will also learn how to set up add your bank account to your profile and track your reimbursements. Select the two expense line items up be me. Help says I can combine the charges by using Match (I think) or Combine. I used a corporate card for the transaction as well. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. UATP-American Airlines. This will create a Statement Report for you. This allows them to approve the report then choose the next person to approve. About SAP Concur. Click the Combine Expenses button. Combine expense and invoice data from your SAP Concur solutions and Xero in just one click. 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. In Concur, click the Expense tab. You will be taken to the Concur home page. Not sure why this alert appears and do. is that all expenses where added to concur, and also several (if not: all) transactions where added as well. Yes, I figured it out. auto-create an expense report from that trip. If you’re merging an expense, created from a credit card feed and a manually. Yes, I figured it out. From the Filter Condition field, click the drop down arrow then select Range. To append additional receipts or documentation to the Expense. Last Updated: 4/25/2016 . My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. 2022 IDC Report: The Business Value of SAP Concur Solutions. You’ll see these expenses in your Available Expenses list. Because it depends on your company policy. When the company card charge comes in, it will match to the Pending ExpenseIt item. Above the details of the expense you will see an option to Add Receipt, click this. Expense splits the combined item into the original two items. There are really two main ways this is handled: 1. Includes cost object information and expense report type. 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. Jun 16, 2022. For example, an e-receipt line item can be merged with one financial card real. 2. You should be able to delete it. ) Click Create Report. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. Note: The Amazon Business Integration establishes the connection for your entire organization. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. 8. create a Travel, Entertainment, and Reimbursement Expense Report in the Concur Expense Module. Look to see if the Delete button has become active. Under . Check the box next to your desired transaction to select it. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. If there are more than 60, repeat steps 1-2. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. Click the Combine Expenses button. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. The employee can also return cash “manually” to the Cash. The only way to view expense report receipt images is to actually open the expense report, which can be done by 5 different roles: 1. Appending a new receipt will combine both receipts into a multi-page PDF file. Click the radio button for the From date. Select Itemize from the lower right corner of the line time. Click the Run Query button, then select Reports Ready for Processing. 100 Mobile release. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. Select Concur. Delegate. The permission gives the user access. Read the User Agreement. An automated solution can help streamline these tasks. Click the Add Expense button or select the existing expense. • Users can access and print e-receipts at any time from within Expense. At this point.