Click the Add Expense button or select the existing expense. To see if they do, click Expense at the top of the SAP Concur home screen. If you are on the SAP Concur Expense Legacy UI, the Recall. Keep your employees safe and connected, allowing you to fulfill duty of care. o Enter Duty Station and Residence City, and Residence State if not populated. You are trying to combine to out of pocket expenses. Log into Concur using your Single Sign-On. Click Add. you can actually combine them or let the system combine them. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. Oct 6, 2023 Knowledge. Click on the Customize button. 3) On the Select Report screen, tap the desired expense report. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. Scroll down to the Available Expenses section and click the little check box next to the item. 4. 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. •2. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. • Can run for… Range of Time Specific employees Specific expense types Trip/Report types Creating a New Expense Report . The expense first needs to be moved from a report into Available Expenses before you get the detach option. Then check the boxes further to the expenses. 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. Click Save Itemization. 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. If what I described is not available, then from your report, select all the line items. To start an Expense Report click . How Concur identifies and combines expenses in a report. There are two methods to link approved Travel Requests to Expense Reports as. When it does, it should match up to the Pending Card Transaction item. If you’re merging an expense, created from a credit card feed and a manually. If the Append button does not appear, click Save Expense and reopen the Expense Item. This web-based service provides the tools you need to request. 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. 6. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. It helps eliminate paper receipts and makes it easier for you to complete your. 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. To add an entry to your expense report, check on the box to the left of the entry and select Move-> To Current Report. 2. 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. Request, and click . Create Expense 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. This process is the same as viewing, editing, and deleting personal expense reports or cash advance requests. Report Header. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. Unable to combine separate expenses for single reservation. [Reference: SAP Concur User Guide – Signing In] On the home page, there. 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. The Select receipt from menu appers. Create an Expense Report for Travel Booked in Concur . To add. Get started with first creating your expense report on your desktop or mobile device. Once the receipt has been added, you will be taken back to the expense details. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. Reports. Submit them on an expense report. 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. Preview unavailable The option to combine expenses will not appear if: To combine them manually, select both and click Combine Expenses. Report Number in Concur Expense Accounting Extracts . 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. 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. Select Add to Report to claim the card charges to the appropriate Event Expense Report. This approver, usually by default, is very limited on what they can change on an expense report when reviewing it. I am with a new company now, and all they have are the canned reports that. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. Travel & Entertainment Card FAQs. 🙂. To attach more than one receipt to an expense on the SAP Concur mobile app, follow these steps: Android OS: Log into the SAP Concur mobile application. 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. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. The e-receipt information may not contain all line items, usually due to credits or returns. For example, an e-receipt line item can be fused with a credit card store. a. Employees naturally expect any personal funds expended for business to be paid back to them. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. . Then you can add the other PCard transactions that fall in the statement report date range to the report. After you click it a date field will pop up. 2) Tap Move. • If the University/Agency travel card was used, expenses will be properly allocated. Action. 100 Mobile release. In Concur, delegates are able to perform a number of tasks on behalf of another user, including creating new expense reports. I think what is happening is that the Delete button you mentioned is for deleting an expense from the report, not to delete the entire report. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. SAP Concur solutions help you simplify your company expense process and make life easier for employees. Select the module from the top of the screen. Travel Start Time: time leave official headquarters or your. - or -. SAP Concur Community Manager. The expense report page appears, ready for you to add expenses. Regardless, the travel allowance wizard and menu appear only if you meet the. OR. To merge: Go to Expenses on the left sidebar. The app will present your phone’s camera to take a photo or click on “+ Expense. This takes you to the Manage Expenses screen. Solved: One of our users has proven combining a credit card charge (with no receipt attached) to einen expense created over ExpenseIt (with a receipt SAP Concur Community Sign With 1. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. I can't find a way to combine all three expenses. Manage travel and expenses anywhere, anytime with Concur's Mobile App for iPhone®, iPad®, Android™ and BlackBerry®. 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. - or - On the menu, click. 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. Note: The Check-in date should pre-populate based on the transaction date you entered when creating the Hotel expense. 2. At the top of the expense details they should see an option that says View Receipts. For a demonstration of our NextGen UI, click Itemizing Expenses. 0. @S0018407879 Thanks for posting in the SAP Concur Community. Select whichever option works for you. 01. Although the Combine button turned on when you selected the two cash expenses, the system won't evaluate the payment types until you click Combine. Within a Report New Available Expenses are evaluated for a match against existing expenses within a report only when the user manually opens the report. Open an expense report. For a short demonstration click Itemizing Expenses (Legacy UI). The system isn't designed to do that. Aug 9, 2020 03:30 AM. If the video helped and you were able to allocate the expense, please let me know that as well. Then each of those National Directors can use the Approve & Forward option. For more information about viewing, editing, or deleting expense reports, refer to the Expense Reports section of Expense. If you paid for your lodging with your Travel Card - click Import Expenses to select and move that expense to your report. Creating New Reports in Concur Intelligence. 27. At a certain. , refer to those KBA's. Launch Course. The app will present your phone’s camera to take a photo or click on “+ Expense. For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. Received this alert with a travel expense report: "This expense has no matching travel reservation. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. . The permission is for what some term as Back Office approval of the expense report. . 0. 1 - Transactions 360. Shouldn't she been able to connect in this scenario? Both entries were already added to an expense report. Review, Approve & Audit Built-in workflow. For importing expenses, there are many ways and depends on the payment method. Then, try our . I suggest speaking with your direct manager first and foremost to make sure you have the. Watch the video Read the procedures 1. If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. Read the procedures 1. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). Personalize views with interactive dashboards and customizable reports. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. Yes, I figured it out. The basic steps to complete an expense claim are: Create the claim and provide the claim-level information (such as the expense claim name, purpose of the claim and so on). Sort the Expense List. Received this alert with a travel expense report: "This expense has no matching travel reservation. Includes cost object information and expense report type. On the Report Header screen, complete all required (compulsory) fields. sap concur adding card transactions expense report 2021_24 opensap-archive. We solve big problems, small problems, and problems you didn’t know you had. SAP Concur Employee. To merge instead combine expenses: Go into your Issue Message. Next, have the user drill into the expense line item. When the Manage Expenses sub-menu appears, click the + Create New Report tile; or Unable to combine separate expenses for single reservation. SAP Concur Community Manager. Step 1: Create Connection in SAP Analytics Cloud with SAP Concur. View the Expenses in. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. 00 Not Submitted I Report Number: SA8S14 rint/Share v Manage Receipts v View Available Receipts Ele-Receipts in Concur . Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. 3) On the Select Report screen, tap the desired expense report. Use reclaim extraction factors atWe would like to show you a description here but the site won’t allow us. ii) Copy a previously submitted expense claim. Create the expense as usual and click the Itemization tab (instead of Save Expense ). The IT help desk where I work hasn't got very far with solving this so I was wondering if anyone here could help. Enter all necessary information for the itemization. Mileage. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. auto-create an expense report from that trip. Click on the Add. - Go to expenses and click the cc expense. (The fields that appear on this page are defined by your company. If there are more than 60, repeat steps 1-2. We would like to show you a description here but the site won’t allow us. 0 2 302. The files batched out of the payment manager could be considered some form of an archive, as it will contain the data of who was paid out what amounts, from where the expenses came (vendor, report name, date, etc. Enter a Report Name (whatever you want to call it so that the Report will be easily identifiable to you). Select the two expense line items to be me. Manager of the employee. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. Open your expense report and go into the expense entry to which you need to attach multiple receipts. Click Save. See a complete list of SAP Concur integrated solutions that help to control business expenses and increase visibility. User. To merge or combination expenses: Go up your Expense Report. The Concur Travel & Expense system will combine and streamline business and travel purchases including UD Credit Card transactions. " The trip was booked through Concur. forms signed. P. In the Expression Definition type “current_date” but without the quotation marks. Center for Workplace Development 1 . I'm not sure why SAP Concur didn't match the two together automatically. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. It is more cost effective to combine expenses into one report if possible, but since your company's situation is very specific and different than most, this would best asked of someone at your company to see if expenses can be combined. 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. We would like to show you a description here but the site won’t allow us. 2. The University of Delaware will launch a new Travel & Expense Management program to all University employees in 2019. I can't find a way to combine all three expenses. Report Header. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. 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 . I don't think this is quite as complicated as that situation. Concur. Delegate. Click one of these: New Report (at the. I need to expense them as one expense. Admin. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. Load more. I don't think this is quite as complicated as that situation. From this page, you can check the status of any submitted report: Concur Expense Concur Travel. Click the radio button for the From date. The first type is what we call an Expense Approver. forms sent. Concur Expense offers good expense management. a. The page refreshes, displaying the required and optional fields for the selected expense type. Click the radio button for the From date. The following required configuration options ensure archival of the most appropriate data used in your Analysis/Intelligence reports. August 2021 release. 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. View and download the Itemizing Hotel/Lodging in a Travel Expense Report in Concur job aid. Learn recommended best practices and helpful hints to improve your Concur experience while building expense reports. • Expense allocation form: Companies that use the allocation feature define the form that appears whe n a user allocates an expense. -. Community Manager. Expense splits the combined item into the original two items. For exemplar, an e-receipt line item can become merge with a credits card transaction. Create a New Expense Claim. This data co mes directly from the supplier and provides the user with a complete receipt image linked to their expense item. 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. Last Revised: November 14, 2020 . If they do, and the credit card expense imports afterwards, there. This guide will demonstrate how to recall, edit and delete Concur. I used a corporate card for the transaction as well. This expense still shows the purchase as a "cash" purchase and didn't change to the locked credit card icon. Not sure why this alert appears and do. Log in to the Concur mobile app and select “Receipt. 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 order receipt of the purchase will be available to Concur Expense within 24-30 hours. from an approved travel request 2. Check the box next to your desired transaction to select it. It also depends on the Source for the expense e. Concur Expense. If the Pending Card Transaction item is not yet added to an expense report, the system should match the corporate card. The first would be from the expense details at the line item level. Click the Add Expense button or select the existing expense. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . Click Itemize or Nightly Lodging Expenses. - You will see that there is and expense already combined. The only way company card statements or transactions can come into SAP. 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. Unable to combine separate expenses for single reservation. An automated solution can help streamline these tasks. At the top of the expense details they should see an option that says View Receipts. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then. The other expense report is in a submitted state pending external validation. Click on the expense to bring up the expense view. SAP Concur Community Manager. Hey Kevin, There needs to be a way to revert to the older version of Concur. Employees naturally expect any personal funds expended for business to be paid back to them. At merge alternatively combine expenses: Go into your Effort Report. And then -- if you did pay a lodging deposit -- be sure you have a separate expense line on your report for Expense Type Lodging Deposit (Pre-Trip). Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. 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 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. Take control of your travel program and see how travel dollars are spent. 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. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. Log in to Concur via Single Sign-On. . Complete all required fields and the optional fields as directed by your company. 1. After you click it a date field will pop up. Employees will see the payment demand status of Paid within their expense report. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. Attaching Receipts to Expenses Receipts can be added to existing Expenses. Method 1: To start from Concur Requests:. Select a Report Purpose from the dropdown 7. When I log onto SAP Concur the only tabs that I see at the top is 'Travel' and 'App Centre'. Transactions will be listed in the employee’s Available Expenses or may auto-assign to an Expense Report. g. Hi My hotel cost seperate to two expenses . 5. Concur Expense: Company Card Setup Guide for Standard Edition . By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. First time using Concur. Click on that and it should show you what itinerary is assigned. Select your file from the documents list and pick your export method. 🙂 Travel & Expense System from the bank also need to be included in your expense report. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. 3. 3. 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 . Log into Concur using your Single Sign-On. Jun 5, 2018 02:45 PM. On the Manage Expense screen, click Create New Report (Claim)found on the right side of the screen. Customer have the ability to merge or Combine Expenses when the two selected expenses are from diverse sources. When a user is searching for using this tab, SAP Concur will return both flights and trains in the search results if trains are an option for the city pair entered. (If on the Legacies UI, Name the two expense line items, and click Combine from the list of options that wishes appear to the right) You ca also combine expenses von your list of Available Expenses before you are added into an expense report. On the menu, click Expense > Manage Expenses (on the sub-menu). To add expense. Check the box next to your desired transaction to select it. Unable to combine separate expenses for single reservation. An expense report allows employees to document each business expense, provide a corresponding receipt and get reimbursed from company funds. Add text, images, drawings, shapes, and more. 4. Not sure why this alert appears and do. Select of two expense line items to be me. To connect or combine expenses: Go into your Charge Report. To unite with combine spending: Go into your Expense Report. On the expense report page, select Details > New Itinerary. guidebook for using Concur. - Separate and delete the "fake" expense. Recall button now showing (wasn't there yesterday) for one of the expense reports which I have now been able to recall and delete - thank you. . All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. Get more out of your Concur with tips and tricks for Concur Expense. Non Reimbursable/ Personal. Have your company card administrator "hide" them from your view. KevinD. All the selected transactions will move to that report. Click Move to and a list of available reports appears. 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. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. 3b If applicable, mark any . Expense reports that exceed this limit can cause problems during workflow routing as audit rules are applied to reports. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. Dec 22, 2022 09:15 AM. Yes, I figured it out. from an approved travel request 2. I received the Diners Club card statement and the charge appears in the statement. Repeat until the Remaining Amount is $0. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. How will the system know which one to use?To create an expense report using Android: Open the SAP Concur mobile app. Check the box next to one or more Travel & Entertainment (T&E) Card charges related to the event 4. It will give you 4 options, the first two of which are the best IMO. Oct 6, 2022 01:21 PM. Repeat until the Remaining Amount is $0. 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. We would like to show you a description here but the site won’t allow us. But there is no Match button or. If the video helped and you were able to allocate the expense, please let me know that as well. a. You can select multiple expenses to allocate all of them to the same chart string if desired. UATP-American Airlines. To create a report: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Report. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. For personal expenses paid for on a company card, it depends on how your company has the card program. 3. Sign your document online in a. Just make it a one day stay. Discover how you can customize expense entry analysis by rolling up top expense types by the approved amount and adding a. Your controller will not be able to view receipt images by project, but can only view receipts by. This infographic is for clients on the Standard edition of SAP Concur solutions. We also run a report on the number of reports an associate is submitting each month. Feb 1, 2021 11:43 AM. 00/5. Aug 9, 2022 01:50 PM @LoriAux open the report with the transactions yourself want to go. Shouldn't she be abler to combine with this scenario? Both entrance were already added the an expense report. SAP Concur Expense solutions will automatically download the transaction details and will create an expense. For example, an e-receipt line item can be merged by an credit board transaction. Search for then select your bank name. 1) To attach a receipt on the Select receipt from menu, tap: • Take Photo to use your. 1 - Transactions 360. In response to jonwarr. Select the claim that you decided will be the one to submit. is pending Financial Unit Approval, you may recall the. Click the Append button. 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 correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. Log in to Concur via Single Sign-On. Because it depends on your company policy. . UATP-Southwest Airlines. This guide provides instructions on how to create an expense. Any line with a payment type of “ Cash” in the Available. 00 if purchased using the UConn travel card. Help says I can combine the charges by using Match (I think) or Combine. 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.