2. Concur. 0. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. This user must also be assigned the Expense Processor role. . Open your expense report and go into the expense entry to which you need to attach multiple receipts. The permission is for what some term as Back Office approval of the expense report. 4. 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. Community Manager. Manage travel and expenses anywhere, anytime with Concur's Mobile App for iPhone®, iPad®, Android™ and BlackBerry®. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. The first image (Receipt) were uploaded with the Receipt feature. - Go to Expenses (if the expense is alredy moved to a expense report, move it from the expense report to expenses) - Click on your expense to trigger Expense source Pop Up - Select Separate . 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. If you’re merging an expense, created from a credit card feed and a manually. Concur Expense ensures all of the details—including the amount, date of the transaction, vendor, expense type and location—are accurately captured and. Supplies. Load more. 3) On the Select Report screen, tap the desired expense report. Create an Expense Report for Travel Booked in Concur . 1. At this point. 1) To attach a receipt on the Select receipt from menu, tap: • Take Photo to use your. 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. This only happens if the Pending Item is not already on an expense report. Concur Expense. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. A lot of our customers use the processor approval as the final approval for the expense report. 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. 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. The Nightly Lodging Expenses Tab will appear. Go into the SAP Concur Mobile app and click Expense at the bottom of the app home screen. Expense. Personalize views with interactive dashboards and customizable reports. 00 if purchased using the UConn travel card. 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. So, for your example you can select Sent for Payment Date from September 30 to October 31. What this does is every time you run the report, you can choose the data range you want. • Expense allocation form: Companies that use the allocation feature define the form that appears whe n a user allocates an expense. Select Concur. 1. Enter all necessary information for the itemization. . Click the Create New Report tile. 🙂. This issue is preventing me from submitting the expense report to my company for the airfare payment. Have them select that option to see the current receipt. 2. We would like to show you a description here but the site won’t allow us. • Company Bill Statement Processor: This role views and updates statement reports in Expense Processor. Report: Expense Reports By Country. For example, an e-receipt line item can be merged with one financial card real. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. Then, try our . 1 - Transactions 360. Click the Combine Expenses button. under the . 2. Open your expense report and go into the expense entry to which you need to attach multiple receipts. You should be able to delete it. Getting Started. Tips will be demonstrated in a live Concur environment via webinar. It intention give to of option to movement to new news or to a current view. The Concur Travel & Expense system will combine and streamline business and travel purchases including UD Credit Card transactions. Unable to combine separate expenses for single reservation. Take control of your travel program and see how travel dollars are spent. Transactions will be listed in the employee’s Available Expenses or may auto-assign to an Expense Report. From the left pane, go to the Reports menu. 1 - Transactions 360. If these two line items are supposed to be one expense, just delete one of them. 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. Part 3: Enable travel-related options: Allow users to combine expense into a single merged expense. Travel & Entertainment Card FAQs. Mileage. It will give you a list of all claims you have created. a. Select the two expense line items to be me. Hope this helps. Expense reports that exceed this limit can cause problems during workflow routing as audit rules are applied to reports. Users have this ability to merge or Combine Expenses when the two selected expenses are from varying sources. For example, and e-receipt line single can must merged with a credit cards transaction. Click the Delete icon next to the Report Name. I'm assuming they have already attached one receipt to the line item in question. One was 12,500 TRY and the other is just over 3,000 TRY. never be pulled into a report without the transaction. Employees naturally expect any personal funds expended for business to be paid back to them. 0. Submit them on an expense report. Sort the Expense List. Add New Connection. 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. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. We address the ones who are submitting too many unnecessarily. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. 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. Creating New Reports in Concur Intelligence. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. 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. 1. On the Concur home page, select Expense. 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. It makes itemizing the 5 different expense categories difficult. This process is the same as viewing, editing, and deleting personal expense reports or cash advance requests. Report Details, select the . Method 1: To start from Concur Requests:. The system is waiting for the actual company card charge to come in. In this session, you will learn time-saving tips for working with Concur Expense. Add the associated out-of-pocket expenses, attach the imported. I imported both charges into my expense report. Then you can add the other PCard transactions that fall in the statement report date range to the report. From the Best Practices Dashboard to configuring approval flows to an online Help menu in 21 languages, this eBook covers everything you need to know to get the most out of your Concur solution. Creating a Travel Expense Report. Click on that and it should show you what itinerary is assigned. Concur Expense offers good expense management. Enter a Report Name (whatever you want to call it so that the Report will be easily identifiable to you). Sign into SAP Concur to access your home page. I can't find a way to combine all three expenses. Report Header. 12 CYN adding an additional transaction negative for -360. The Manage Expenses page displays. Creating a Travel Expense Report. a. Click OK. Once total selected, look for the Move button. 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. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. Have the user open their expense report on the app. You can edit them for this Report, if necessary. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. The first type is what we call an Expense Approver. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. We have some customers who might allow their employees to submit one single mileage expense for the month, however this is not very common or what I would consider best practice. Report Details, select the . You may choose to manage your own preferences. Users find this particularly handy for expense claims with multiple per-diems. For the data you are looking for including Account Numbers, that is usually data. 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. ”. About SAP Concur. Complete all required fields (those with red bars) and the optional fields as directed by your company. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. 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 have two reports with different data. 1 - Transactions 360. S. guidebook for using Concur. Select the two expense line items to be merged. Part 2: Map expense types to travel reservation (trip) types. Choice the two expense line items to be me. 0 2 302. To combine them manually, select both and click Combine Expenses. This will create a Statement Report for you. Log in to Concur via Single Sign-On. It will give you 4 options, the first two of which are the best IMO. To create and submit an expense report in the web version of SAP Concur: 1. 3. For example, in e-receipt line thing can to merged using ampere credit card transaction. Unable to combine separate expenses for single reservation. If they are a match simply click Continue and Concur Will combine your data nto one expense entry per match. 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. Enter Transaction Detail by Account in the search box. Home; Home; Forums. 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. Create Expense Report . Concur Expense: Workflow. Best regards. You’ll see these expenses in your Available Expenses list. Have the user open their expense report on the app. Select the two expense string items to be me. August 2021 release. From the SAP Concur home screen, click Expense at the top of the screen. 00 Other Room Tax 1 2. You will be taken to the Concur home page. Employees must verify their Email IDs to receive the receipts for. @S0018407879 Thanks for posting in the SAP Concur Community. I'm assuming they have already attached one receipt to the line item in question. auto-create an expense report from that trip. 3 ConcurGov Federal Traveler Manual Click the Personal Information link: Personal information section - verify that the first, middle, and last names are identical to those on the photo identification being presented at the airport. " The trip was booked through Concur. Merging two expenses when one report has already been submitted and reimbursed. Not sure why this alert appears and do. To connect or combine expenses: Go into your Charge Report. UATP-Delta Airlines. Select a Report Purpose from the dropdown 7. SAP Concur is committed to reinventing travel, expense, and invoice management with tools that simplify everyday processes and create better experiences. You can select multiple expenses to allocate all of them to the same chart string if desired. (The fields that appear on this page are. 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. The software update is not user-friendly or has improved the product. The first is "add attendees from Outlook Calendar". 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. Repeat until the Remaining Amount is $0. The screenshot below shows an example from one of my demo sites. 00 Not Submitted I Report Number: SA8S14 rint/Share v Manage Receipts v View Available Receipts Ele-Receipts in Concur . Apr 7, 2021 09:21 AM. In Concur, click the Expense tab. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . (Below) Another option is to delete one of the two reports you need to combine. From the reports list, press + at the bottom of the screen. SAP Concur Community Manager. 1. This expense still shows the purchase as a "cash" purchase and didn't change to the locked credit card icon. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. Part 1: Map expense types to spend categories. Edit the Report period. If the video helped and you were able to allocate the expense, please let me know that as well. 5. Using the Concur Mobile App. On the landing page of the application, go into Expense Reports. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. Users have the ability go merge or Combine Expenses when one two selected expenses are from different sources. So, for your example you can select Sent for Payment Date from September 30 to October 31. Employees will see the payment demand status of Paid within their expense report. Supplies. . From the left pane, go to the Reports menu. This is the assigned manager for the employee. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. 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. This allows them to approve the report then choose the next person to approve. . After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. Automatically audit 100% of expense reports for fraud and compliance issues. a. 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 . From this page, you can check the status of any submitted report: Concur Expense Concur Travel. 1 - Transactions 360. 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. I kn. On the Expense Source page, click Separate (bottom of the window). Used example, at e-receipt row item can be merged with a credit card deal. I kn. 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. Once selected Click Allocate. Aug 9, 2022 01:50 PM @LoriAux open the report with the transactions yourself want to go. You should see a drop down menu of options. When reading the Expense v4 API details on. Add the associated out-of-pocket expenses, attach the imported. Consolidate your spending data. To manually add an expense to a report: With the report open, click Add Expense > Create New Expense. Click the More icon on the top of the page. Last Revised: November 14, 2020 . You’ll see these expenses in your Available Expenses list. 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. This means you can run reports that others have created. Log in to the Concur mobile app and select “Receipt. I used a corporate card for the transaction as well. Delegate. 100 Mobile release. 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. KevinD. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more efficient. 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. On the Report Header screen, enter a name for your report using the naming convention recommended by your company. Help says I can combine the charges by using Match (I think) or Combine. Solved: Dear, Currently I have an expense (Hotel) in my report which gives an " This expense cannot be submitted until it is matched to an. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. 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. If the Pending Card Transaction item is not yet added to an expense report, the system should match the corporate card. I suggest speaking with your direct manager first and foremost to make sure you have the. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file. To create a claim: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Claim. For a demonstration of our NextGen UI, click Itemizing Expenses. 0. To move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. Add the associated out-of-pocket expenses, attach the imported credit. 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 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. Share Create a New Expense Report To create a report: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Report. The page refreshes, displaying the required and optional fields for the selected expense type. Group the Expense List. Super User. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. sap concur adding card transactions expense report 2021_24 opensap-archive. It's a customizing? Thanks. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. In the Mobile App, the receipt images are stored under Expenses: a. Keep your employees safe and connected, allowing you to fulfill duty of care. Read the User Agreement. - Go to expenses and click the cc expense. g. For e. When the Manage Expenses sub-menu appears, click the + Create New Report tile; or Unable to combine separate expenses for single reservation. 00. Regardless, the travel allowance wizard and menu appear only if you meet the. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. 3. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. g. "Expense" in the upper left corner. Under . 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. Click Move to. The queries take about 2 minutes to create. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. Read the procedures 1. To "fix" this mismatch go on the expense itemized, and in one of the line you add a 0. 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. 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. This approver, usually by default, is very limited on what they can change on an expense report when reviewing it. 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). plies to these SAP Concur solutions: Expense Professional/Premium edition. 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. Identify the applicable . 3. @bharath048 that message is a warning message only and should not prevent you from submitting. If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. 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. One reports has Order Number, Serial number etc. Select all expenses and click Allocate Selected Expenses. Click the radio button for the From date. The app will present your phone’s camera to take a photo or click on “+ Expense. Click the Add Expense button or select the existing expense. Select the expense type that applies to the first itemization. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. All the selected transactions will move to that report. Select the drop-down icon to choose the two expense accounts only. You are trying to combine to out of pocket expenses. • 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. 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. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. . To separate two transactions that were combined in error, click in the Payment Type column of the. 3. 2022 IDC Report: The Business Value of SAP Concur Solutions. 12 CYN,. U-M uses the Concur Expense Tool, accessible through Wolverine Access, for employee business expense reconciliation, including both PCard and out-of-pocket expenses. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. If trains are not an option based on the search criteria, SAP Concur will only return the flight options. Unable to combine separate expenses for single reservation. 2. ii) Copy a previously submitted expense claim. As a user you have access to all your Expense Reports and can view them anytime. On the Details menu in the Expense list of a report, select Allocation. So we have to manually upload the same invoice for 100+ expenses and explain it. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. Continue to drive business and end-user adoption forward with tools to help optimize your SAP Concur solutions. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. The option to Add Receipt now says View Receipt. Yes, I figured it out. The permission gives the user access. Concur Expense. When I log onto SAP Concur the only tabs that I see at the top is 'Travel' and 'App Centre'. To combine them manually, select both and click Combine Expenses. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. This course is intended for advanced Concur users who are interested in ways to make their expense reporting activities more efficient. Use this video demonstration to learn how to itemize hotel and/or lodging on a Travel Expense Report in Concur. When it does, it should match up to the Pending Card Transaction item. The changes they can make also depend on. Do you not see the option? I hope this helps. Click 'copy' at the right of the expense lines. You can select Append on a previously used receipt or document, if displayed. P. Discover how you can customize expense entry analysis by rolling up top expense types by the approved amount and adding a. 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 .