See a complete list of SAP Concur integrated solutions that help to control business expenses and increase visibility. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. 0 Kudos This means the system believes you paid for your travel bookings of Airfare, Car Rental and/or Hotel and ExpenseIt items with a corporate credit card and is waiting for that transaction to upload into your Available Expenses. We solve big problems, small problems, and problems you didn’t know you had. All the selected transactions will move to that report. 2) Tap Move. If there is no receipt already attached to the expense, click on 'Show Receipt' on the top right. - Go to expenses and click the cc expense. Help says I can combine the charges by using Match (I think) or Combine. T&E Card 3. To add expense. Last Revised: November 14, 2020 . How Do I Create/Update New User Shapes Using. So, for your example you can select Sent for Payment Date from September 30 to October 31. 1. Return to Expenses to view the Expense with the newly attached receipt and attach it to an Expense Report at any time. Choice the two expense line items to be me. If you see Reporting, mouse over and let me know what you see. You can combine a cash or pending card transaction item to a. I'm assuming they have already attached one receipt to the line item in question. In the Filter section, tick the box for Distribution Account. It will give you 4 options, the first two of which are the best IMO. If you still have questions after watching the video, let me know. Aug 9, 2022 01:50 PM. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. How will the system know which one to use?To create an expense report using Android: Open the SAP Concur mobile app. You can view a linked travel reservation via an expense report in NextGen UI for Concur Expense. 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. . Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. UATP-United Airlines. Log into Concur using your Single Sign-On. After you click it a date field will pop up. But there is no Match button or. Hope this helps. For example, an e-receipt line item can be merged with one financial card real. Learn more . b. This issue is preventing me from submitting the expense report to my company for the airfare payment. Users have the ability to amalgamate instead Combine Expenses when the two selected expenses exist from different sources. Use reclaim extraction factors atWe would like to show you a description here but the site won’t allow us. If it doesn’t, please send me a private message with your company name and the location of the report and I’ll take a look. @mdepoli if you have an expense entry on an expense report and the credit card transaction is in your Available Expenses, you can add the credit card charge to the report. When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options. 4. . 12 CYN adding an additional transaction negative for -360. Not sure why this alert appears and do. 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. 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. If so, click Delete. Enter all necessary information for the itemization. Select every line item you wish to move by using the little checkbox. 4. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. 00 Room Tax 23. 2. Create a New Expense Claim. What this does is every time you run the report, you can choose the data range you want. The rule conditions would depend on what information is being included in the emails sent out for your Concur setup. • Allocation view print format:Companies that use the allocation feature can allow users to see a summary of all allocations on an expense report. The permission gives the user access. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. If the Expense Report is not pending approval or is already approved, you will be able to edit the Expense Report. 100 Mobile release. The first would be from the expense details at the line item level. Click Upload Receipt Image to search and select the image from your files to append. 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). Aug 9, 2022 01:50 PM @LoriAux open the report with the transactions yourself want to go. UATP-Southwest Airlines. I have two reports with different data. Then each of those National Directors can use the Approve & Forward option. 3. Click the Combine Expenses button. Using Expense Pay. From the Filter Condition field, click the drop down arrow then select Range. The other 4 card transactions would need to be separate expenses, with supporting documentation to comply with your company policy such as a receipt image. We do encourage them to add multiple expenses to each report. I can't find a way to combine all three expenses. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Expense Reports with P-Card Transactions –You can create an expense report and continue to add P-Card transactions to it throughout the month –You can then submit the report prior to the monthly accounting deadline to allow the expense approver time to review the report –Best practice is to submit reports once or twice a month,Expense queue. Hi, I have my expense report returned twice because my hotel. To create a claim: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Claim. On the expense report page, select Details > New Itinerary. SAP Concur solutions help you simplify your company expense process and make life easier for employees. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. If you click on it, it will open. Jun 16, 2022. 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. You’ll see these expenses in your Available Expenses list. 100 Mobile release. Select of two expense 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. 0 0 27. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. Create an Expense Report for Travel Booked in Concur . . 8. (Below) Another option is to delete one of the two reports you need to combine. You may choose to manage your own preferences. Requests, on the Quick Task Bar. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. g. (The fields that appear on this page are. Add New Connection. Edit the Report period. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. You can select multiple expenses to allocate all of them to the same chart string if desired. You won't have the ability to build the queries for them. Select your desired Expense Report from the Report Library. Select the two expense line items to be me. 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. Concur Expense: Select can EGO fold two cost in concur. This takes you to the Manage Expenses screen. So, all you have to do is add the Employee Data item to your report then add Cost Center from the appropriate Concept Fields folder in the data. The software update is not user-friendly or has improved the product. Each meal expense is added to a Concur expense report under the expense type of Individual actual Meals. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. On the right side of the screen, add an allocation row for each account combination to be charged. Best regards. If the Append button does not appear, click Save Expense and reopen the Expense Item. under the . How Concur identifies and combines expenses in a report. This user must also be assigned the Expense Processor role. 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). Auto-suggest serves you quickly narrow down your search resultat by suggesting possible matches as him type. Received this alert with a travel expense report: "This expense has no matching travel reservation. 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. For the data you are looking for including Account Numbers, that is usually data. 5. Selecting the two expenses line items to be me. On the Confirm Delete message, click Delete. 6. The following required configuration options ensure archival of the most appropriate data used in your Analysis/Intelligence reports. If a user activates Expense. Otherwise, you can use the "+New Expense" button to manually create an. 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 it is, then the user must add the company card charge to the same report, then the items will match. March Expense Professional Release notes. 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. Customer have the ability to merge or Combine Expenses when the two selected expenses are from diverse sources. In the Amount field add the total amount of the hotel bill. The page refreshes, displaying the required and optional fields for the selected expense type. The SAP Concur Administrator‘s Guide to Success - Standard Edition. 1. Click Expense at the top of the screen. Note: Concur imports a maximum of 60 U-M Card transactions at a time. Aug 9, 2020 03:30 AM. You most likely will need to. Then check the boxes further to the expenses. A pop-up will appear - click the. However, the true beneficiary of expense reports is the business owner. Take a business trip using SAP Concur mobile solutions and see for yourself how easy it is to book travel and complete expense reports on the go. Enter Transaction Detail by Account in the search box. Used example, at e-receipt row item can be merged with a credit card deal. I need to expense them as one expense. Concur Expense: Tips & Tricks Webinar Guide. • Can run for… Range of Time Specific employees Specific expense types Trip/Report typesCreating a New Expense Report . 4. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. Read the procedures 1. On the Expense Source page, click Separate (bottom of the window). @LoriAux open the report with the transactions yourself want to go. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. To see if they do, click Expense at the top of the SAP Concur home screen. 3. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Create Expense Report . Log in to Concur via Single Sign-On. Initiating one Expense Merge: on the web download. At a certain. It intention give to of option to movement to new news or to a current view. Apr 19, 2021 12:52 PM. auto-create an expense report from that trip. This occurs when the user moves an Available Expense to their expense report. 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). If the expense report is returned to the employee, then the . This resource is also available for download on the Concur page of the Travel Services website. In response to jonwarr. The option to Add Receipt now says View Receipt. • Concur Expense automatically generates a receipt image that accompanies the expense, on the E-Receipt tab of the expense entry. In the Filter section, tick the box for Distribution Account. Report Header. 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). To separate two transactions that were combined in error, click in the Payment Type column of the combined item. You will be taken to the Concur home page. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. If these two line items are supposed to be one expense, just delete one of them. To unite with combine spending: Go into your Expense Report. a. - Separate and delete the "fake" expense. User. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. Last Revised: August 25, 2023. Concur recommends limiting expense reports to less than 100 individual expenses per report. That will do it. We also run a report on the number of reports an associate is submitting each month. Aug 6th, 2022. . 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. View the Expense Details. An expense report allows employees to document each business expense, provide a corresponding receipt and get reimbursed from company funds. An ExpenseIt entry and a corresponding credit card transaction in an expense report can be matched by clicking on the Combine button. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. a. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. Concur Expense; NextGen UI for Concur Expense Professional Edition End User Help; Expense User; Expenses; Work With Available Expenses; Combine and Separate Transactions; NextGen UI for Concur Expense Professional Edition End User Help. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. Next, have the user drill into the expense line item. My expense report returned twice because my hotel invoice missing company name and vat. 3. Action. 5. 00 if purchased using the UConn travel card. 3. 1. is not pending approval or is already approved, select the. Concur TripLink connects trips, travelers, and itineraries across channels to enhance and simplify the entire travel experience. Click on the Expense Report you want to add a receipt to or Create a New Report. Click Save. Requests, on the Quick Task Bar. This site uses cookies and related technologies, as described in our privacy statement, for purposes that may include site operation, analytics, enhanced user experience, or advertising. 1) To attach a receipt on the Select receipt from menu, tap: • Take Photo to use your. Identify the applicable . 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. We would like to show you a description here but the site won’t allow us. Search for then select your bank name. Reports. 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. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Open an expense report. S. Contact us today. I find the SAP Concur Mobile App - Feature List by. This approver, usually by default, is very limited on what they can change on an expense report when reviewing it. . There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. Employees naturally expect any personal funds expended for business to be paid back to them. The only way company card statements or transactions can come into SAP. - or - On the menu, click. all ExpenseIt entries will be moved to an expense report automatically. If I select all three, "Combine Expenses" is greyed out. Get your file. The report is found when you are in. 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. 2. Check the box next to your desired transaction to select it. Step 1: Create Connection in SAP Analytics Cloud with SAP Concur. 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. Finance. 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. 4. workflow can combine one or more standard Expense approvers and one or more authorized approvers. It has increased time spent on an expense report which takes away valuable time from doing a job. Enter a Detailed Business Purpose. When reading the Expense v4 API details on. Enter the Check-out date. 1. For personal expenses paid for on a company card, it depends on how your company has the card program. Creating a Travel Expense Report. Have them select that option to see the current receipt. Repeat until the Remaining Amount is $0. @jessicaholt1983 Thanks for posting in the SAP Concur Community. One reports has Order Number, Serial number etc. This means the system believes you paid for your travel bookings of Airfare, Car Rental and/or Hotel and ExpenseIt items with a corporate credit card and is waiting for that transaction to upload into your Available Expenses. We have our employees to submit their expenses within 14 days of incurring the expense. Login to SAP Analytics Cloud and Click on Connection. Learn how to use Concur Expense to automatically manage your expenses, and how to create and submit your expense claims. Report Details, select the . Used example, at e-receipt row item can be merged with a credit card deal. By going to the expense report, if you have ONLY one expense line which should go to a specific different project, depending how it. Just make it a one day stay. I am with a new company now, and all they have are the canned reports that. 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. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. 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. The changes they can make also depend on. For more information about viewing, editing, or deleting expense reports, refer to the Expense Reports section of Expense. • Company Bill Statement Processor: This role views and updates statement reports in Expense Processor. With the report open, you will see an orange Approve button. Continue to drive business and end-user adoption forward with tools to help optimize your SAP Concur solutions. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. This will put the the MasterCard charge back in your available expenses. . Click the desired expense type. 0. 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. 1. 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. Expense . option from dropdown menu to verify the travel dates and funding details are accurate • Expense reports on C&G funds 201 and 209 will need to have the following fields: o. Within the report, click the blue Add Expense button:. Add text, images, drawings, shapes, and more. 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). Create an Expense Report for Travel Booked in Concur . statement reports default approver as specified on the User Administration page, not the expense report default approver nor the (Expense) default approver 2. Since assigned and unassigned transactions have many of the same data elements (transaction date, vendor, amount, etc) using a join would cause the data in the report to be out of alignment. Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. Matches that Need Confirmation: 1 New Expense Exceptions Expense Type O ther Expenses auick Expenses Date 10/18/2018 Amount. One of our users has tried combining a recognition ticket expense (with nay receipt attached) to an expense created through ExpenseIt (with a check attached) and the combine option does not appear. 302. 2. It will give you a list of all claims you have created. 6. Click the Create New Report tile. UATP-American Airlines. Looking for. You can select multiple expenses to allocate all of them to the same chart string if desired. You will only be able to delete expense reports or cash advance requests that have not yet been submitted. Super User. Best regards, RohanFrom here select Process Reports. Click the Delete icon next to the Report Name. Personalize views with interactive dashboards and customizable reports. 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. First time using Concur. If employees create monthly expense reports that match. Appending a new receipt will combine both receipts into a multi-page PDF file. To combine them manually, select both and click Combine Expenses. 1. If it is, then the user must add the company card charge to the same report, then the items will match. If these two line items are supposed to be one expense, just delete one of them. Travel & Entertainment Card FAQs. That should hopefully do the trick. . One was 12,500 TRY and the other is just over 3,000 TRY. When the allocate line appears, look for the Cost Center or Department field and enter the old department. Browse . Itemize. 7. From the drop down, choose the best option for past reports. You (or your delegate) can upload a scanned receipt image for an expense line in a report by either opening the expense line to attach the receipt or attaching the receipt in the. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. •2. 2. Hope it helps. ”. Get started with first creating your expense report on your desktop or mobile device. For example, an e-receipt line item can be merged by an credit board transaction. Click the radio button for the From date. You will also learn how to set up add your bank account to your profile and track your reimbursements. 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. The permission is for what some term as Back Office approval of the expense report. expense report without adding a receipt image to the car rental expense entry, asApp Center Brochure: Amazon Business Integration. 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. Creating a Travel Expense Report. Creating New Reports in Concur Intelligence. Select Concur. 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. 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. On the Report Header screen, complete all required (compulsory) fields. Expand all. 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. under the . 1. This will create a Statement Report for you.