2. SAP Concur Community. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. The option to Add Receipt now says View Receipt. SAP Concur Expense solutions will automatically download the transaction details and will create an expense. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. . 01. Watch the video Read the procedures 1. Click Add. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. Manage travel and expenses anywhere, anytime with Concur's Mobile App for iPhone®, iPad®, Android™ and BlackBerry®. The allowable amount is calculated on a daily basis and is not aggregated over the entire period of the trip. Next, have the user drill into the expense line item. Note: The Amazon Business Integration establishes the connection for your entire organization. Transactions will be listed in the employee’s Available Expenses or may auto-assign to an Expense Report. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. Help says I can combine the charges by using Match (I think) or Combine. From the left pane, go to the Reports menu. To move a manually created expense to another report: With the report open, select the check box of one or more expenses. You’ll see these expenses in your Available Expenses list. Each meal expense is added to a Concur expense report under the expense type of Individual actual Meals. - Go to expenses and click the cc expense. I think the issue is twofold: 1. Click Save. In response to jonwarr. 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. 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. SAP. You will be taken to the Concur home page. is pending Financial Unit Approval, you may recall the. To "fix" this mismatch go on the expense itemized, and in one of the line you add a 0. Concur Expense: Select can EGO fold two cost in concur. Aug 6th, 2022. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. Today, we’re pleased to announce a new Amazon Business Integration for Concur Expense. Go into the SAP Concur Mobile app and click Expense at the bottom of the app home screen. You may choose to manage your own preferences. The app will present your phone’s camera to take a photo or click on “+ Expense. from an approved travel request 2. Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. You are trying to combine expenses line items that have different expense types. What this does is every time you run the report, you can choose the data range you want. On the expense report page, the Available Expenses section appears, including all the Travel itinerary items, e-receipts, and any imported corporate card transactions. From the Filter Condition field, click the drop down arrow then select Range. ME kn. Received this alert with a travel expense report: "This expense has no matching travel reservation. Check the box next to one or more Travel & Entertainment (T&E) Card charges related to the event 4. -. Unions are great for taking two data sets that have the same. Click the desired expense type. First time using Concur. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. 🙂 So, on hunch I went into your account and looked at one of your expense reports. This only happens if the Pending Item is not already on an expense report. To recall the report: Navigate to the Expense tab at the top of the SAP Concur homepage. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. My expense report returned twice because my hotel invoice missing company name and vat. To add. Select of two expense line items to be me. Creating a Travel Expense Report. Concur Expense. Edit the Report period. 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). (The fields that appear on this page are defined by your company. Initiating one Expense Merge: on the web download. Enter Transaction Detail by Account in the search box. 3K. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. On the menu, click Expense > Manage Expenses (on the sub-menu). "Expense" in the upper left corner. The first type is what we call an Expense Approver. auto-create an expense report from that trip. Learn when receipts are required and how to upload them to Concur. Identify the applicable . On the Manage Expense screen, click Create New Report (Claim)found on the right side of the screen. There are 4 Concept Fields folders in the data warehouse, just so you know. Creating a New Expense Report . Check the box next to your desired transaction to select it. Creating a Travel Expense Report. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. 6. • Allocation sepa rator: This symbol separates. Travel & Entertainment Card FAQs. If the items are not a match pease click Decline Match. Identify the applicable . I kn. Within the report, click the blue Add Expense button:. An automated solution can help streamline these tasks. 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. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. 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. Submit them on an expense report. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. 0 2 302. 4. . 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. 0. On the expense report page, select Details > New Itinerary. We would like to show you a description here but the site won’t allow us. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright. Click on that and it should show you what itinerary is assigned. Use the Expense Type Lodging Deposit (Checkout Credit) and enter the deposit as a negative amount. Select the drop-down icon to choose the two expense accounts only. And an other situation is If the information to download like an Excel File will be exactly like I see in Screen in Concur. That way you can follow step by step in your actual expense report. . Have the user open their expense report on the app. Enter all necessary information for the itemization. forms filled out. ”. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. Expense . 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. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. 0. Concur Users: All Requests will need to be resolved, either by closing/inactivating (if no expense report is necessary), or by submitting an attached expense report. It intention give to of option to movement to new news or to a current view. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. • Allocation view print format:Companies that use the allocation feature can allow users to see a summary of all allocations on an expense report. Return to Expenses to view the Expense with the newly attached receipt and attach it to an Expense Report at any time. Pros: *Multiple approvers can approve the same report at the same time. Click 'copy' at the right of the expense lines. By going to the expense report, if you have ONLY one expense line which should go to a specific different project, depending how it. To combine expenses away Available Expenses: From. Select to two expense queue items to subsist me. Your controller will not be able to view receipt images by project, but can only view receipts by. Concur Expense: Workflow. 1) To attach a receipt on the Select receipt from menu, tap: • Take Photo to use your. We would like to show you a description here but the site won’t allow us. The only way company card statements or transactions can come into SAP. So, depending on your role at your company, there is a good chance that you would not be allowed to have this permission. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. Hope this helps. 1. For more information about viewing, editing, or deleting expense reports, refer to the Expense Reports section of Expense. Click on the Add. Concur Expense; Concur Invoice; Align Trip; Additional Products; General;. If you click on it, it will open. Sign into SAP Concur to access your home page. I believe one says Assigned Itineraries. 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 Source page, click Separate (bottom of the window). Concur Expense customers are now able to offer their employees - who purchase items through Amazon Business - the ability to add their expenses to a report, view the e-receipt, and then submit, instead of having to download and import receipts or fill out forms for each expense. The Concur Travel & Expense system will combine and streamline business and travel purchases including UD Credit Card transactions. Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. Creating New Reports in Concur Intelligence. Concur Expense Report Quick Guide 5. 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 . Launch Course. Travel Start Time: time leave official headquarters or your. This occurs when the user moves an Available Expense to their expense report. - Send again the CC to the report and you will be able to combine it with the Expense. Video: Itemizing Hotel/Lodging in a Travel Expense Report in Concur. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. 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. (Below) Another option is to delete one of the two reports you need to combine. Delegate. Select whichever option works for you. 00 Room Tax 23. Employees naturally expect any personal funds expended for business to be paid back to them. Click on the Expense Report you want to add a receipt to or Create a New Report. 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. It will give you 4 options, the first two of which are the best IMO. Open report - every time the user opens an expense report, the system will review all available expenses to see if they match to expenses already on that report; Expense Assistant - the expense assistant continuously reviews new available expenses to see if they should be matched to existing report expenses or added to a report as a. 100 Mobile release. 2. Both original receipts will be used up in this process, and only the new combined receipt will remain. As a user you have access to all your Expense Reports and can view them anytime. From the home screen, press Expense Reports. @LoriAux open the report with the transactions yourself want to go. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. 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. Click the Create New Report tile. Have your company card administrator "hide" them from your view. From the reports list, press + at the bottom of the screen. Once total selected,. Skip to Step 7 below. how to un combine the expenses. 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). Thanks Angela. Select every line item you wish to move by using the little checkbox. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. (The fields that appear on this page are defined by your company. ii) Copy a previously submitted expense claim. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. To combining or combination expenses: Go with your Expense Report. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. . Click the drop down arrow, then select All Purchasing Cards to see your PCard transactions. Choice the two expense line items to be me. 2022 IDC Report: The Business Value of SAP Concur Solutions. On the Concur home page, select Expense. Doing so reduces data entry for our travelers/delegates and ensures that all information in the system is properly connected. 4. e. Click the Delete button. a. If you are on the SAP Concur Expense Legacy UI, the Recall. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. 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 you still have questions after watching the video, let me know. Click the Combine Expenses button. Get started with first creating your expense report on your desktop or mobile device. Supplies. Aug 9, 2020 03:30 AM. I've provided a screenshot of how to delete a report. To start an Expense Report click . 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. All the selected transactions will move to that report. The rule conditions would depend on what information is being included in the emails sent out for your Concur setup. 12 CYN adding an additional transaction negative for -360. 1. UATP-Southwest Airlines. We solve big problems, small problems, and problems you didn’t know you had. 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. Enter values in the corresponding fields . Note: Concur imports a maximum of 60 U-M Card transactions at a time. 6. . We also run a report on the number of reports an associate is submitting each month. Enter Check-in and Check-out dates. Sign in to your SAP Concur account. Customer have the ability to merge or Combine Expenses when the two selected expenses are from diverse sources. If trains are not an option based on the search criteria, SAP Concur will only return the flight options. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. Simplify expense, travel, and invoice management with SAP Concur. 3. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . 00. 1. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. Employees can easily book and manage travel, create and submit expense reports, and approve invoices — all from anywhere and at any time. 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. ; In the pop-up that follows, hover over the expense you want to select as the master expense and click Select. Clarified that the Combine button functions differently under the two different user interfaces – Legacy (current UI) and Next Generation (NextGen). The report is found when you are in. You won't have the ability to build the queries for them. never be pulled into a report without the transaction. Jun 26, 2023 01:08 PM. To merge instead combine expenses: Go into your Issue Message. Action. Using the Concur Mobile App. . 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. g. Select the Requests module at the top of the page 3. SAP Concur Community Manager. 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). I selected the two expenses on the left side of my expense report. Simplify expense reporting and get more visibility into spending. To view a linked travel reservation: 1. P. Click on the Expense Report you want to add a receipt to or Create a New Report. After you click it a date field will pop up. Super User. Initiating one Expense Merge: on the web download. The IT help desk where I work hasn't got very far with solving this so I was wondering if anyone here could help. For importing expenses, there are many ways and depends on the payment method. SAP Concur Employee. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. How can i merge yours collectively ? did not see any merge menu once i choose diese two. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. It also depends on the Source for the expense e. At the top of the expense details they should see an option that says View Receipts. This will open the allocate window. Use this video demonstration to learn how to itemize hotel and/or lodging on a Travel Expense Report in Concur. I'm assuming they have already attached one receipt to the line item in question. It's a customizing? Thanks. Sign your document online in a. Select every line item you wish to move by using the little checkbox. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. Please try and let me know how it goes. On the Report Header screen, complete all required (compulsory) fields. To create a report: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Report. On the Confirm Delete message, click Delete. 6. I need to expense them as one 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. Otherwise, you can use the "+New Expense" button to manually create an. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. Hello. Select the couple cost line items to be me. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. Select the couple cost line items to be me. 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. Attaching Receipts to Expenses Receipts can be added to existing Expenses. The first would be from the expense details at the line item level. Dec 12, 2022 03:46 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. Selecting the two expenses line items to be me. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. Enter the Transaction date which is your checkout date. 3. Each reservation in the tra vel booking trip will create a corresponding entry on the expense report. Used example, at e-receipt row item can be merged with a credit card deal. 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. ) Click Create Report. Click the Reservation link (on the expense report) to view the reservation on the Expense Source page. •2. So we have to manually upload the same invoice for 100+ expenses and explain it. Single hotel charge split into two expenses. Users have the ability at merge or Combine Expenses when the two selected expenses belong from different sources. 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. We turn the difficult into simple, make the unknown known, and put an end to tedious tasks. Users have the ability to amalgamate instead Combine Expenses when the two selected expenses exist from different sources. Discover how you can customize expense entry analysis by rolling up top expense types by the approved amount and adding a. To start an Expense Report click . 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. Next, have the user drill into the expense line item. Upload a document from your computer or cloud storage. by LovelyAsmolo in Concur Expense Saturday . On the Details menu in the Expense list of a report, select Allocation. When the Manage Expenses sub-menu appears, click the + Create New Report tile; or Unable to combine separate expenses for single reservation. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. . 8. 4. . To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. There are really two main ways this is handled: 1. A lot of our customers use the processor approval as the final approval for the expense report. Concur. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). Travel Start Time: time leave official headquarters or your. In the Expression Definition type “current_date” but without the quotation marks. If I select all three, "Combine Expenses" is greyed out. Looking for. You should be able to click on +Start Report to create a new expense report. However, the true beneficiary of expense reports is the business owner. Hi, I have my expense report returned twice because my hotel. Browse . expense report without adding a receipt image to the car rental expense entry, asApp Center Brochure: Amazon Business Integration. Learn recommended best practices and helpful hints to improve your Concur experience while building expense reports. Edit the Report period. The first would be from the expense details at the line item level. In addition, the administrator has many more options with. 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. Submit them on an expense report. Click Expense at the top of the screen. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. 1. 1. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. 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. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. Concur Reporting 101: Reports to Start With - SAP ConcurConcur Expense: Receipt Handling – Digital Receipts Setup Guide . forms sent. If these two line items are supposed to be one expense, just delete one of them. Select the module from the top of the screen. Concur ExpenseThe term e-receipts refers to data sent to Concur through the SAP Concur Connect Program. Apr 19, 2021 12:52 PM. ; Upload and Attach a Receipt to an Expense Line. Last Revised: November 14, 2020 . - Separate and delete the "fake" expense. You will also learn how to set up add your bank account to your profile and track your reimbursements. 1. 00 Not Submitted I Report Number: SA8S14 rint/Share v Manage Receipts v View Available Receipts Ele-Receipts in Concur . To connect or combine expenses: Go into your Charge Report. 12 CYN adding an additional transaction negative for -360. 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. I imported both charges into my expense report. From the drop down, choose the best option for past reports.