You can select multiple expenses to allocate all of them to the same chart string if desired. . On the menu, click Expense > Manage Expenses (on the sub-menu). Once total selected,. under the . This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. 00. Requests, on the Quick Task Bar. (The fields that appear on this page are defined by your company. 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. Click the radio button for the From date. Select Available Expenses to locate the University Card transactions, i. Creating a Travel Expense Report. 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. Click the drop down arrow, then select All Purchasing Cards to see your PCard transactions. 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. Last Revised: November 3, 2022 . Hi My hotel cost seperate to two expenses . In the Amount field add the total amount of the hotel bill. @jonwarr you should be able to click Report Details from your open expense report. The system is waiting for the actual company card charge to come in. 1 - Transactions 360. To combine them manually, select both and click Combine Expenses. You are trying to combine to out of pocket expenses. I need to expense them as one expense. The Select receipt from menu appers. To add expense. The report is found when you are in. 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. Aug 1, 2018 04:19 PM. 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. Next, have the user drill into the expense line item. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. Note: The Amazon Business Integration establishes the connection for your entire organization. @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. 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. Travel Start Time: time leave official headquarters or your. When I started working at my previous employer, they already had a ton of ad hoc Concur reports, and I used to frequently copy these reports to My Folder in Concur to modify them and create new reports. you can actually combine them or let the system combine them. On the expense report page, the Available Expenses section appears,. The credit card batch files will also contain this kind of information. @S0018407879 Thanks for posting in the SAP Concur Community. The Expense source page displays both the Reason description and Comparison. Click on the expense to bring up the expense view. The Cash Advance administrator issues the cash advance in Concur Expense, and the company pays the actual cash to the employ ee. See these instructions on handling fraudulent charges in a report on what immediate actions to take and how to create the expense report. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. To see if they do, click Expense at the top of the SAP Concur home screen. Create Expense Report . 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. . Also, you’ll be guided to helpful resources for both end users and admins as. You may choose to manage your own preferences. 2. Learn recommended best practices and helpful hints to improve your Concur experience while building expense reports. 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". This course is intended for advanced Concur users who are interested in ways to make their expense reporting activities more efficient. is not pending approval or is already approved, select the. When the company card charge comes in, it will match to the Pending ExpenseIt item. 1. I think the issue is twofold: 1. The University of Delaware will launch a new Travel & Expense Management program to all University employees in 2019. ii) Copy a previously submitted expense claim. - You will see that there is and expense already combined. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. If the items are not a match pease click Decline Match. This takes you to the Manage Expenses screen. After the batch is closed, the payment will be processed in 3 business days and the ACH will be deposited into the employee’s bank account. Objective . When I try to combine the two expense items, system prompts me that the expenses cannot be combined. Travel Start Time: time leave official headquarters or your. 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. Combine Expenses If you see the credit card expense in one line and a cash e-receipt in another, you should combine these lines to- Move the CC expense from you report to expenses. A menu appears. I don't think this is quite as complicated as that situation. Select the two expense line items to be merged. On the landing page of the application, go into Expense Reports. • Can run for… Range of Time Specific employees Specific expense types Trip/Report types Creating a New Expense Report . • Allocation view print format:Companies that use the allocation feature can allow users to see a summary of all allocations on an expense report. Using Expense Pay. Simplify expense reporting and get more visibility into spending. 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. To add an entry to your expense report, check on the box to the left of the entry and select Move-> To Current Report. guidebook for using Concur. Expense Processor. If it is, then the user must add the company card charge to the same report, then the items will match. I believe one says Assigned Itineraries. Click on the Expense Report you want to add a receipt to or Create a New Report. 40 Other Room Tax 2 [2 Combine room rate and taxes into a single entry Additional Charges (each night) nse T Choose an expense type Expense Type Choose an expense type Amount So we have to manually upload the same invoice for 100+ expenses and explain it. Click the Combine Expenses button. On the Expense screen, click the +. Then check the boxes further to the expenses. 100 Mobile release. 🙂 So, on hunch I went into your account and looked at one of your expense reports. Click the desired expense type. A majority of customers I have worked with require each day's worth of mileage as separate line items on the. 00 Not Submitted I Report Number: SA8S14 rint/Share v Manage Receipts v View Available Receipts Ele-Receipts in Concur . Have your company card administrator "hide" them from your view. Concur Expense offers good expense management. Learn how to split expenses between account codes or funding sources. Click 'copy' at the right of the expense lines. 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. 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. An ExpenseIt entry and a corresponding credit card transaction in an expense report can be matched by clicking on the Combine button. Note: Concur imports a maximum of 60 U-M Card transactions at a time. For example, and e-receipt line single can must merged with a credit cards transaction. Please perform the keep: - Drive the CC expense from you report to expenses. Supplies. Select Add a New Personal Card. 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. - Separate and delete the "fake" expense. 00 Room Tax 23. 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. The answer is yes. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. Attaching Receipts to Expenses Receipts can be added to existing Expenses. Users have the ability to merge or Combine Expenses when the double chosen expenses are from different sources. For a demonstration of our NextGen UI, click Itemizing Expenses. Click Add. Complete all required fields and the optional fields as directed by your company. 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. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. Enter all necessary information for the itemization. Select Itemize from the lower right corner of the line time. 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. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. I kn. Employees will see the payment demand status of Paid within their expense report. 1. The reports that have been deleted are stored in Cognos by their report ID, so this report should help you with what you need. Login to SAP Analytics Cloud and Click on Connection. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. 1. The queries take about 2 minutes to create. The expense user logs in, creates an expense report and fills out header information. If there is no receipt already attached to the expense, click on 'Show Receipt' on the top right. We turn the difficult into simple, make the unknown known, and put an end to tedious tasks. Concur Expense: Workflow. From the home screen, press Expense Reports. The software update is not user-friendly or has improved the product. As a user you have access to all your Expense Reports and can view them anytime. Click the Expense Report with the status of Not Submitted that you want to delete. SAP Concur Employee. Ensure that there are no receipt images attached to the selected expense line items. For exemplar, an e-receipt line item can become merge with a credits card transaction. To merge instead combine expenses: Go into your Issue Message. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. We would like to show you a description here but the site won’t allow us. If the Pending Card Transaction item is not yet added to an expense report, the system should match the corporate card. Log into Concur using your Single Sign-On. Reduce time spent on expense reports by streamlining the process. Review, Approve & Audit Built-in workflow and audit rules allow managers to quickly and easily approve in-policy expenses To do so, add a Data Item from the Toolbox and name it Current Date. Overview . Did this response answer your question?To move a receipt and the line item is is attached to: On an expense report open, select the expense line item (with attached receipt) that you want to move. For personal expenses paid for on a company card, it depends on how your company has the card program. 1 - Transactions 360. 1 - Transactions 360. 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). In Concur, delegates are able to perform a number of tasks on behalf of another user, including creating new expense reports. I'm not sure why SAP Concur didn't match the two together automatically. At a certain. 🙂 Travel & Expense System from the bank also need to be included in your expense report. Click the Reservation link (on the expense report) to view the reservation on the Expense Source page. If there are more than 60, repeat steps 1-2. My question is if in the section "Process Reports" in Concur, Is it possible change layouts, add or remove columns, for more or less information?. 4. On the Details menu in the Expense list of a report, select Allocation. But there is no Match button or Combine button. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. To add a Business or Personal credit card to your profile, follow these steps: Log into SAP Concur and navigate to Profile > Profile Settings. Click on the Add Receipt icon. 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. You can select Append on a previously used receipt or document, if displayed. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. 12 CYN, choosing. Admin. Yes, I figured it out. I've provided a screenshot of how to delete a report. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. Looking for. The Concur Expense video series provides a step-by-step demonstration with quick and simple tips to support and optimize your expense management solution. In addition, the administrator has many more options with. 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. Supplies. Select the Requests module at the top of the page 3. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. Report: Expense Reports By Country. Aug 6th, 2022. Reports. On the landing page of the application, go into Expense Reports. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. You will also learn how to set up add your bank account to your profile and track your reimbursements. 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. Aug 1, 2018 04:19 PM. By going to the expense report, if you have ONLY one expense line which should go to a specific different project, depending how it. Note: Concur imports a maximum of 60 U-M Card transactions at a time. We have our employees to submit their expenses within 14 days of incurring the expense. One of is users has tried combining a credit card expense (with not receipt attached) on an expense built by ExpenseIt (with ampere receipt attached) and the combine option does not appear. Make any necessary edits to the. On the right side of the screen, add an allocation row for each account combination to be charged. Then check the boxes further to the expenses. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. Aug 9, 2022 01:50 PM. Expense splits the combined item into the original two items. ”. Receipts are required for expenses over $25. It will give you a list of all claims you have created. Unions are great for taking two data sets that have the same. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. When the new expense opens, click. Sign into SAP Concur to access your home page. 01 USD or which currency is the mismatching for and press Save. 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. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. To delete a manually created expense, with the expense open, click the trash can icon to the right of the report title. Both original receipts will be used up in this process, and only the new combined receipt will remain. by shine in Concur Expense yesterday . 3 . Click the Create New Report tile. Check the box next to one or more Travel & Entertainment (T&E) Card charges related to the event 4. 4. 2. 2. First time using Concur. Using the Concur Mobile App. release note in the. 3) On the Select Report screen, tap the desired expense report. What you could do is assign the small group of people a National Director as their default approver. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. 3. We solve big problems, small problems, and problems you didn’t know you had. Once selected, click the Move button. Creating New Reports in Concur Intelligence. Select whichever option works for you. Other types of expenses like hotel orStep Four: Hear what your business expense tracking is telling you. August 2021 release. I think the issue is twofold: 1. Enter Transaction Detail by Account in the search box. From the Filter Condition field, click the drop down arrow then select Range. On the menu, click Expense > Manage Expenses (on the sub-menu). Initiating one Expense Merge: on the web download. To move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. . If the Expense Report is not pending approval or is already approved, you will be able to edit the Expense Report. This is the assigned manager for the employee. At merge alternatively combine expenses: Go into your Effort Report. button to recall it and make edits. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. 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. Super User. Click the Delete icon next to the Report Name. Repeat until the Remaining Amount is $0. Yes, I figured it out. 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. Review or change the information as appropriate. Log in to Concur via Single Sign-On. Create an Expense Report for Travel Booked in Concur . " The trip was booked through Concur. Can't access Concur Expenses. The first is "add attendees from Outlook Calendar". Another option is through the Concur app. On the right side of the screen, add an allocation row for each account combination to be charged. Last Updated: 4/25/2016 . Select a transaction, then click the Move button and select To New Report. The Manage Expenses page displays. 03. 00 if purchased using the UConn travel card. 6. 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. Only drawback would be that the delegate will see all expense reports (past and present) Set a rule in my inbox to forward emails coming from Concur with regards to this report. If the Pending Card Transaction item is not yet added to an expense report, the system should match the corporate card. Transform your daily workflows and Merge Hotel Receipt. Shouldn't she be able to combine in this scenario? Both entries endured already added to certain expense report. Select the couple cost line items to be me. In the Expression Definition type “current_date” but without the quotation marks. 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. That will do it. Select a Report Purpose from the dropdown 7. What this does is every time you run the report, you can choose the data range you want. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. 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. Add text, images, drawings, shapes, and more. Above the details of the expense you will see an option to Add Receipt, click this. 0 0 27. It intention give to of option to movement to new news or to a current view. Yes, I figured it out. I'm assuming they have already attached one receipt to the line item in question. This guide will demonstrate how to recall, edit and delete Concur. Method 1: To start from Concur Requests:. Continue to drive business and end-user adoption forward with tools to help optimize your SAP Concur solutions. from an approved travel request 2. Read the User Agreement. To combine them manually, select both and click Combine Expenses. 0. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. Non Reimbursable/ Personal. 8. SHARE. Concur TripLink connects trips, travelers, and itineraries across channels to enhance and simplify the entire travel experience. To unite with combine spending: Go into your Expense Report. From the left pane, go to the Reports menu. (Below) Another option is to delete one of the two reports you need to combine. Group the Expense List. 1) To attach a receipt on the Select receipt from menu, tap: • Take Photo to use your. So, for your example you can select Sent for Payment Date from September 30 to October 31. Auto-suggest serves you quickly narrow down your search resultat by suggesting possible matches as him type. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. . 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. b. In this session, you will learn time-saving tips for working with Concur Expense. All the selected transactions will move to that report. For e. Click the radio button for the From date. 1 - Transactions 360. If I select all three, "Combine Expenses" is greyed out. When reading the Expense v4 API details on. Create an Expense Report for Travel Booked in Concur . The expense first needs to be moved from a report into Available Expenses before you get the detach option. University Paid Payment Types: these payment types are for information purposes only to document travel expenses which were paid by. Today, we’re pleased to announce a new Amazon Business Integration for Concur Expense. See a complete list of SAP Concur integrated solutions that help to control business expenses and increase visibility. 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. Jun 5, 2018 02:45 PM. 1 - Transactions 360. We also run a report on the number of reports an associate is submitting each month. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. Click the Create New Claim tile. create a Travel, Entertainment, and Reimbursement Expense Report in the Concur Expense Module. @bharath048 that message is a warning message only and should not prevent you from submitting. Expense Assistant automates the expense reporting process by creating reports for you and adding calendar-based, trip-based or corporate card expenses to the reports. This issue is preventing me from submitting the expense report to my company for the airfare payment. Method 1: To start from Concur Requests: 2. • Can run for… Range of Time Specific employees Specific expense types Trip/Report typesCreating a New Expense Report . 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. 0. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. - Send again the CC to the report and you will be able to combine it with the Expense. 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. • 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. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. If you still have questions after watching the video, let me know. 3. Select the desired Unsubmitted Expense Report. 12 CYN, choosing. We would like to show you a description here but the site won’t allow us. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. To combine expenses away Available Expenses: From. The first image (Receipt) were uploaded with the Receipt feature. all ExpenseIt entries will be moved to an expense report automatically. Concur Expense Report Quick Guide 5. Users need the ability to merge or Combine Expenses when the two selected expenses are from different sources.