Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. Once I do that the system. Simplify expense reporting and get more visibility into spending. SAP Concur Community Manager. If so, click Delete. Contact us today. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. Under Expense Settings, Select Expense Credit Cards. Read the User Agreement. If it is determined that two items represent the same transaction, Concur matches (combines) the two items and presents one combined item in the Available Expense section of the system. Select Itemize from the lower right corner of the line time. We would like to show you a description here but the site won’t allow us. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Oxford Economics US Fact Sheet: Empowering Your People. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. As a reminder, all travel by University employees which includes. 1: To begin, first select the expense you would like to itemize. Select the claim that you decided will be the one to submit. We solve big problems, small problems, and problems you didn’t know you had. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. To create a report: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Report. Objective . Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. Last Revised: November 14, 2020 . SAP Concur Community Manager. So we have to manually upload the same invoice for 100+ expenses and explain it. The expense user logs in, creates an expense report and fills out header information. There are 4 Concept Fields folders in the data warehouse, just so you know. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then. Then click "Create" to create an expense report OR use the Coupa app on your phone. For example, and e-receipt line single can must merged with a credit cards transaction. ) Click Create Report. Feb 1, 2021 11:43 AM. 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). 00 Room Tax 23. 1. pece of data s actua y for the same expense. Click the checkbox next to the two. Hello. Skip to Step 7 below. On the Details menu in the Expense list of a report, select Allocation. On the screen that opens you will see your submitted report. • Users can access and print e-receipts at any time from within Expense. Launch Course. • Can run for… Range of Time Specific employees Specific expense types Trip/Report types Creating a New Expense Report . Received this alert with a travel expense report: "This expense has no matching travel reservation. I am new to Concur, and having a bit of an issue trying to resolve this or figure it out. Manager of the employee. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . ), and other information. This infographic is for clients on the Standard edition of SAP Concur solutions. Amount. This issue is preventing me from submitting the expense report to my company for the airfare payment. 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. 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. 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. 03. Scroll down to the Available Expenses section and click the little check box next to the item. It helps eliminate paper receipts and makes it easier for you to complete your. I'm assuming they have already attached one receipt to the line item in question. The first type is what we call an Expense Approver. 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. A pop-up will appear containing two tabs, one for Available Expenses, the other to Create New Expense: Available Expenses holds University card transactions. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. What this does is every time you run the report, you can choose the data range you want. Click the radio button for the From date. You can combine a cash or pending card transaction item to a. 1. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. 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. Users need the ability to merge or Combine Expenses when the two selected expenses are from different sources. On the Details menu in the Expense list of a report, select Allocation. workflow can combine one or more standard Expense approvers and one or more authorized approvers. Have your company card administrator "hide" them from your view. (Instructions for installing the app are at the end of this email. be deleted by approvers and must be deleted by the user or their. I think the issue is twofold: 1. 1 - Transactions 360. With pdfFiller, it's always easy to work with documents. Select the Requests module at the top of the page 3. 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. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). 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. With Analytics you and your stakeholders can: See up-to-date data to drive actionable insights. • Expense reports should be submitted within 30 days of theCommunity Manager. Enter values in the corresponding fields . @jessicaholt1983 Thanks for posting in the SAP Concur Community. After you click it a date field will pop up. Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. Concur Expense; Concur Invoice; Align Trip; Additional Products; General;. The Amazon Business Integration for Concur Expense eliminates the need to import receipts from Amazon Business by allowing receipts to directly flow into an employee’s available expenses from their Amazon Business purchase. ) Click Create Report. 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. . Action. I used a corporate card for the transaction as well. Entering Hotel Expenses into Concur Hotel bill didn’t come in via an E-Receipt? Enter your bill following the steps below Step 1: Add a Hotel Expense Add a new expense to your expense report with a Hotel expense type. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. Automate Expense Reports. From within an open expense report, select the expense. UATP-United Airlines. There are two methods to link approved Travel Requests to Expense Reports as. On the Report Header screen, enter a name for your report using the naming convention recommended by your company. 7. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. 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. Initiating one Expense Merge: on the web download. Oct 6, 2023 Knowledge. It has increased time spent on an expense report which takes away valuable time from doing a job. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. 00 Other Room Tax 1 2. Return to Expenses to view the Expense with the newly attached receipt and attach it to an Expense Report at any time. Concur will create another expense line with the same information, with one day added to the date. 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 first would be from the expense details at the line item level. Shouldn't she be abler to combine with this scenario? Both entrance were already added the an expense report. Employees can easily book and manage travel, create and submit expense reports, and approve invoices — all from anywhere and at any time. Next, have the user drill into the expense line item. Once selected, click the Move button. 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. We do encourage them to add multiple expenses to each report. One was 12,500 TRY and the other is just over 3,000 TRY. Concur How-to: Adding Lodging to Expense Reports [1] In Concur, you need to itemize employee lodging expenses, meaning you need to break out the individual costs of each night’s stay. Keep your employees safe and connected, allowing you to fulfill duty of care. 🙂 Travel & Expense System from the bank also need to be included in your expense report. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. • Allocation sepa rator: This symbol separates. In the Filter section, tick the box for Distribution Account. 12 CYN, choosing. - Send again the CC to the report and you will be able to combine it with the Expense. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. " The trip was booked through Concur. 2. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. A menu appears. guidebook for using Concur. Create a New Expense Claim. The custom query does need to be built by each processor when they are logged into SAP Concur. button to recall it and make edits. We would like to show you a description here but the site won’t allow us. I need to expense them as one expense. Concur Expense ensures all of the details—including the amount, date of the transaction, vendor, expense type and location—are accurately captured and. 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. The first is "add attendees from Outlook Calendar". "Expense" in the upper left corner. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. The Manage Expenses page displays. The screenshot below shows an example from one of my demo sites. You can select multiple expenses to allocate all of them to the same chart string if desired. - or -. [Reference: SAP Concur User Guide – Signing In] On the home page, there. In the Expression Definition type “current_date” but without the quotation marks. Under . 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 . For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. At this point. 4. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. Travel Start Time: time leave official headquarters or your. We would like to show you a description here but the site won’t allow us. 100 Mobile release. expense report without adding a receipt image to the car rental expense entry, asApp Center Brochure: Amazon Business Integration. 2. The University of Delaware will launch a new Travel & Expense Management program to all University employees in 2019. Employees naturally expect any personal funds expended for business to be paid back to them. 6. There are two methods to link approved Travel Requests to Expense Reports as outlined on the attached Quick Reference Card: Linking an Approved Travel Request to an Expense Report . 3. Hope it helpsOne starting our employers has tried combining a account card expense (with no receipt attached) to an expense created by ExpenseIt (with a receipt attached) and an combine option wants not appear. Group the Expense List. We do encourage them to add multiple expenses to each report. You can select Append on a previously used receipt or document, if displayed. Submit them on an expense report. Users have the ability go merge or Combine Expenses when one two selected expenses are from different sources. The SAP Concur profile will allow you to sign in at: Here you can create an expense report and attach your receipts to your expense entries. Attaching Receipts to Expenses Receipts can be added to existing Expenses. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. create a multi-city Expense Report in the Concur Expense Module. Attaching Receipts to Expenses Receipts can be added to existing Expenses. View and download the Itemizing Hotel/Lodging in a Travel Expense Report in Concur job aid. If you purchased an airline ticket in the Concur booking tool or through the onsite agency, you will need to create an expense report to substantiate the airfare expense, even if. The SAP Concur app is a simple, secure tool that allows users to manage travel, expenses, and invoicing from their iOS or Android mobile devices. g. Have the user open their expense report on the app. Initiating one Expense Merge: on the web download. At this point. 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. Select the expense type that applies to the first itemization. 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. You are trying to combine expenses line items that have different expense types. . I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. 4. This issue is preventing me from submitting the expense report to my company for the airfare payment. OR. On the expense report page, select Details > New Itinerary. KevinD. How to Itemize an Expense . The expense first needs to be moved from a report into Available Expenses before you get the detach option. Select a transaction, then click the Move button and select To New Report. Includes cost object information and expense report type. Appending a new receipt will combine both receipts into a multi-page PDF file. Submit them on an expense report. Creating a Travel Expense Report. 5. At merge alternatively combine expenses: Go into your Effort Report. When the new expense opens, click. Under . This resource is also available for download on the Concur page of the Travel Services website. The following required configuration options ensure archival of the most appropriate data used in your Analysis/Intelligence reports. 2022_01. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. Oct 6, 2022 01:21 PM. Request, and click . An automated solution can help streamline these tasks. Aug 1, 2018 04:19 PM. I received the Diners Club card statement and the charge appears in the statement. Concur TripLink connects trips, travelers, and itineraries across channels to enhance and simplify the entire travel experience. I am with a new company now, and all they have are the canned reports that Concur provides which. Sort the Expense List. Click OK. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. We would like to show you a description here but the site won’t allow us. 6. That should hopefully do the trick. Report: Expense Reports By Country. An expense report was auto-submitted on the 16th of the month with a corporate credit card expense from the 8th of the month. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. This is one way you can "assign" reports to people. From adding all expense report details and receipts to submitting, reviewing for accuracy and. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. To unite with combine spending: Go into your Expense Report. However, the true beneficiary of expense reports is the business owner. If you are on the SAP Concur Expense Legacy UI, the Recall. Click the Run Query button, then select Reports Ready for Processing. 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). A pop-up will appear - click the. - Separate and delete the "fake" expense. Select the drop-down icon to choose the two expense accounts only. To merge alternatively combine expenses: Go in your Expense Report. Because it depends on your company policy. Select Add a New Personal Card. Once the receipt has been added, you will be taken back to the expense details. To combine them manually, select both and click Combine Expenses. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Part Four – Adding TransactionsOne of our users does tried combining adenine credit card expense (with no receipt attached) to an expense created by ExpenseIt (with ampere sales attached) and the combine option does not appear. The first step was to create your expense report by completing the Report Header in Concur. I kn. Learn how to split expenses between account codes or funding sources. b. Admin. 4. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file. Click the expense report you need to recall. is that all expenses where added to concur, and also several (if not: all) transactions where added as well. SAP Concur Employee. Create Expense Report . 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. Using Expense Pay. Watch the video Read the procedures 1. Action. Create the expense as usual and click the Itemization tab (instead of Save Expense ). To combine them manually, select both and click Combine Expenses. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. 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. 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. forms sent. How can i merge yours collectively ? did not see any merge menu once i choose diese two. If you still have questions after watching the video, let me know. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. Shouldn't she been able to connect in this scenario? Both entries were already added to an expense report. Sign in to your SAP Concur account. I suggest speaking with your direct manager first and foremost to make sure you have the. For e. • An expense report is submitted after the trip to post expenses to accounts • If the employee is out of pocket for any expenses this will generate a reimbursement payment. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. Complete all required fields and the optional fields as directed by your company. Matches that Need Confirmation: 1 New Expense Exceptions Expense Type O ther Expenses auick Expenses Date 10/18/2018 Amount. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. 1. To merge: Go to Expenses on the left sidebar. The allowable amount is calculated on a daily basis and is not aggregated over the entire period of the trip. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. Click the Combine Expenses button. Expense Processor. Employees will be able to book their trips directly with our travel partner without ever leaving. 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 . Note: Concur imports a maximum of 60 U-M Card transactions at a time. You will be given options on how to add the receipt. If the Expense Report is not pending approval or is already approved, you will be able to edit the Expense Report. Open your expense report and go into the expense entry to which you need to attach multiple receipts. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. Have them select that option to see the current receipt. If what I described is not available, then from your report, select all the line items. 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. 12 CYN adding an additional transaction negative for -360. For more information about viewing, editing, or deleting expense reports, refer to the Expense Reports section of Expense. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. 🙂Travel & Expense System from the bank also need to be included in your expense report. Select Available Expenses to locate the University Card transactions, i. from an approved travel request 2. 1. 0. When the Manage Expenses sub-menu appears, click the + Create New. 🙂 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. If these two line items are supposed to be one expense, just delete one of them. I kn. Concur Creating Expense Reports as a Delegate . 1. Select the Requests module at the top of the page. When I log onto SAP Concur the only tabs that I see at the top is 'Travel' and 'App Centre'. Yes, I figured it out. Go into the SAP Concur Mobile app and click Expense at the bottom of the app home screen. 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. I can't find a way to combine all three expenses. If they are a match simply click Continue and Concur Will combine your data nto one expense entry per match. Note: The Amazon Business Integration establishes the connection for your entire organization. Click on the expense to bring up the expense view. Concur Expense does not have the capability of creating reports by statement period, it only creates by Month or by Trip. - Send again the CC to the report and you will be able to combine it with the Expense. Click the Delete icon next to the Report Name. 1. Click the checkbox next to the two expenses you wish to combine. 00 Not Submitted I Report Number: SA8S14 rint/Share v Manage Receipts v View Available Receipts Ele-Receipts in Concur . Reports. Not sure why this alert appears and do. Read the procedures 1. Automated, fast, and accurate expense reporting helps you improve productivity, compliance, and control over spend. Travel & Entertainment Card FAQs. If the company requirement is mandatory to attach the receipts at each line level, then at receipt handling rule, you can edit this requirement for Mileage. 3. From the drop down, choose the best option for past reports. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. 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. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. This is the list of expenses that you have allowed Concur to collect for you, either by purchasing it on your Travel card, or by going through the steps in Slide #8. 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". Select Concur. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. Add the associated out-of-pocket expenses, attach the imported. SHARE. Available Versions: 2023_10 ; 2023_09 ; 2023_08 ; 2023_07 ;The SAP Concur profile is different from the profile you created here on this Community. Log in to Concur via Single Sign-On. Help says I can combine the charges by using Match (I think) or Combine. Employees naturally expect any personal funds expended for business to be paid back to them. When reading the Expense v4 API details on. 4. March Expense Professional Release notes. 1. And an other situation is If the information to download like an Excel File will be exactly like I see in Screen in Concur. The Nightly Lodging Expenses Tab will appear. Selecting the two expenses line items to be me. Itemize. 100 Mobile release. The Select receipt from menu appers. The only way company card statements or transactions can come into SAP.