Home; Home; Forums. . OR. Identify the applicable . - You will see that there is and expense already combined. • Can run for… Range of Time Specific employees Specific expense types Trip/Report typesCreating a New Expense Report . For example, an e-receipt line item can be merged with one financial card real. So we have to manually upload the same invoice for 100+ expenses and explain it. Open an expense report. If trains are not an option based on the search criteria, SAP Concur will only return the flight options. 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. ; Mark the expenses you want to merge (only two). To combine them manually, select both and click Combine Expenses. . Create an Expense Report for Travel Booked in Concur . 3. Users have the ability to merge or Combine Expenses when the double chosen expenses are from different sources. Creating a Travel Expense Report. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. 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. The Concur Travel & Expense system will combine and streamline business and travel purchases including UD Credit Card transactions. 1. • Allocation sepa rator: This symbol separates. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. What you could do is assign the small group of people a National Director as their default approver. 1 - Transactions 360. The converted pdf can be attached as a receipt at the header level of the expense report, which can be a single receipt for multiple lines. To merge or combine expenses: Go into your Expense Report. Continue to drive business and end-user adoption forward with tools to help optimize your SAP Concur solutions. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. Apr 7, 2021 09:21 AM. When the allocate line appears, look for the Cost Center or Department field and enter the old department. It helps eliminate paper receipts and makes it easier for you to complete your. You will be taken to the Concur home page. (The fields that appear on this page are defined by your company. 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. If the video helped and you were able to allocate the expense, please let me know that as well. Any line with a payment type of “ Cash” in the Available. guidebook for using Concur. 3K. From the Manage Expenses. Thanks, GregWhen I try to combine the two expense items, system prompts me that the expenses cannot be combined. . Concur TripLink connects trips, travelers, and itineraries across channels to enhance and simplify the entire travel experience. Using Expense Pay. In Concur, delegates are able to perform a number of tasks on behalf of another user, including creating new expense reports. 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 selected the two expenses on the left side of my expense report. a. 12 CYN adding an additional transaction negative for -360. You will only be able to delete expense reports or cash advance requests that have not yet been submitted. We address the ones who are submitting too many unnecessarily. Ap. If you paid for your lodging with your Travel Card - click Import Expenses to select and move that expense to your report. is that all expenses where added to concur, and also several (if not: all) transactions where added as well. Used example, at e-receipt row item can be merged with a credit card deal. Learn how to split expenses between account codes or funding sources. Step 1: Create Connection in SAP Analytics Cloud with SAP Concur. The screenshot below shows an example from one of my demo sites. On the Details menu in the Expense list of a report, select Allocation. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. Click the radio button for the From date. To merge instead combine expenses: Go into your Issue Message. 3. The Amazon Business Integration for Concur Expense eliminates the need to import receipts from Amazon Business by allowing receipts to directly flow into an employee’s available expenses from their Amazon Business purchase. This occurs when the user moves an Available Expense to their expense report. Employees naturally expect any personal funds expended for business to be paid back to them. . Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. ; In the pop-up that follows, hover over the expense you want to select as the master expense and click Select. Create Expense Report . 3K. Log in to Concur via Single Sign-On. View the Expenses in. 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. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. On merge conversely combine expenses: Go at your Expense Report. On the menu, click Expense > Manage Expenses (on the sub-menu). With the report open, you will see an orange Approve button. Initiating one Expense Merge: on the web download. Note: The Check-in date should pre-populate based on the transaction date you entered when creating the Hotel expense. SAP Concur Community. Users have the ability to merge alternatively Combine Expenses when the twin selected expenses are from different sources. 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. Once the card charge is added, you can select both items (using the little checkbox to the left) and then click Combine. 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. This issue is preventing me from submitting the expense report to my company for the airfare payment. 1. @jonwarr you should be able to click Report Details from your open expense report. For the data you are looking for including Account Numbers, that is usually data. g. Bottom Line: Concur Expense is part of SAP Concur’s suite of expense and travel management apps that are best suited for midsize businesses. 3b If applicable, mark any . In the Amount field add the total amount of the hotel bill. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. 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. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. The app will present your phone’s camera to take a photo or click on “+ Expense. 100 Mobile release. When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options. On the Confirm Delete message, click Delete. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. Auto-suggest serves you quickly narrow down your search resultat by suggesting possible matches as him type. 2. 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). From the Filter Condition field, click the drop down arrow then select Range. Expense . Using Concur Expense, you can view a list of any unassigned company card transactions and assign them to a new or existing expense report. 1. 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. Can't access Concur Expenses. However, there are two types of approvers in SAP Concur. Within the report, click the blue Add Expense button:. 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. The custom query does need to be built by each processor when they are logged into SAP Concur. 12 CYN adding an additional transaction negative for -360. Add New Connection. Sign into SAP Concur to access your home page. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. On the Details menu in the Expense list of a report, select Allocation. Select the Requests module at the top of the page. Launch Course. o Enter Duty Station and Residence City, and Residence State if not populated. Sign in to your SAP Concur account. The report is found when you are in. Click OK. 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. From the left pane, go to the Reports menu. 4. Video: Itemizing Hotel/Lodging in a Travel Expense Report in Concur. Click the Append button. 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. Expense. Click Expense at the top of the screen. Click on the Customize button. Add an item from your Available Expenses library (for example, card charge, e-receipt) to your report. To connect or combine expenses: Go into your Charge Report. 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. All they need to do is choose the Managing Director. If they are a match simply click Continue and Concur Will combine your data nto one expense entry per match. Regardless, the travel allowance wizard and menu appear only if you meet the. 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). The allowable amount is calculated on a daily basis and is not aggregated over the entire period of the trip. I have two reports with different data. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. Select a transaction, then click the Move button and select To New Report. 4. Once the receipt has been added, you will be taken back to the expense details. . 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. If the company requirement is mandatory to attach the receipts at each line level, then at receipt handling rule, you can edit this requirement for Mileage. Yes, I figured it out. On the Concur home page, select Expense. You can view a linked travel reservation via an expense report in NextGen UI for Concur Expense. 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. This allows them to approve the report then choose the next person to approve. 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. 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. This web-based service provides the tools you need to request. I find the SAP Concur Mobile App - Feature List by. 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. When the company card charge comes in, it will match to the Pending ExpenseIt item. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Concur Expense; Concur Invoice; Align Trip; Additional Products; General;. We would like to show you a description here but the site won’t allow us. Verify the imported expense (s) appear in the Expenses list. pece of data s actua y for the same expense. 4. ), and other information. All the selected transactions will move to that report. Create an Expense Report for Travel Booked in Concur . if the Source is ExpenseIt then I think you only have the option to delete the Expense; you can't detach the receipt as it's intrinsically linked to the. Select Add a New Personal Card. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Click the Combine Expenses button. Learn recommended best practices and helpful hints to improve your Concur experience while building expense reports. Eligible expenses meet all the following criteria: • The expense is from an itinerary, an e-receipt, or ExpenseIt. If there are more than 60, repeat steps 1-2. As a Proxy. Click one of these: New Report (at the. This is the assigned manager for the employee. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. • If the University/Agency travel card was used, expenses will be properly allocated. Once selected Click Allocate. 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 the two expense line items to be me. guidebook for using Concur. - or -. Click the desired expense type. 1. SHARE. Hi guys! In order for the receipts to merge with the credit card expenses, please make sure that both expenses remain unsubmitted. Click the Add Expense button or select the existing expense. 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. 100 Mobile release. On the Manage Expense screen, click Create New Report (Claim)found on the right side of the screen. Employee Reimbursement System. To merge or create expenses: Go into you Expense Report. Enter a Report Name (whatever you want to call it so that the Report will be easily identifiable to you). It intention give to of option to movement to new news or to a current view. 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. 1. The permission is for what some term as Back Office approval of the expense report. Jun 26, 2023 01:08 PM. Dec 12, 2022 03:46 PM. Keep your employees safe and connected, allowing you to fulfill duty of care. From within an open expense report, select the expense. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. Choice the two expense line items to be me. 1 - Transactions 360. The Select receipt from menu appers. On the Expense Source page, click Separate (bottom of the window). g. 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. If these two line items are supposed to be one expense, just delete one of them. 1) To attach a receipt on the Select receipt from menu, tap: • Take Photo to use your. The first step was to create your expense report by completing the Report Header in Concur. I don't think this is quite as complicated as that situation. 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. Request, and click . SAP Concur Community Manager. Click the radio button for the From date. We do encourage them to add multiple expenses to each report. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. Once selected, click the Move button. At this point. 2. 1. The first is "add attendees from Outlook Calendar". 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. You can choose from the following: a) In the top menu, click on Expense. Learn more . By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. 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. Log in to Concur via Single Sign-On. 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. From an open expense report, click the Hotel line item. I kn. Select your desired Expense Report from the Report Library. 5. Users find this particularly handy for expense claims with multiple per-diems. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright. March Expense Professional Release notes. Creating New Reports in Concur Intelligence. SAP Concur Community Manager. how to un combine the expenses. Complete all required fields and the optional fields as directed by your company. 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. Pros: *Multiple approvers can approve the same report at the same time. Help says I can combine the charges by using Match (I think) or Combine. I'm not sure why SAP Concur didn't match the two together automatically. 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. 5. Enter values in the corresponding fields . Click Save. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. Get started with first creating your expense report on your desktop or mobile device. The Report Library displays a list of Expense Reports. never be pulled into a report without the transaction. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. Select the two expenditures line items to be me. Aug 6th, 2022. Please pass this forward to the development team. Automate Expense Reports. Complete the fields as directed by your company. this demo of Concur Expen. . This web-based service provides the tools you need to request and book travel, as well as create, and submit expense reports. 6. Click Save. 2. 0. How to move an Upcoming Trips out of an Expense Report and back into the Upcoming Trips By accident I click on create an Expense Report for a travel itinerary and need to place it back into the Upcoming Trips window. 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. - Send again the CC to the report and you will be able to combine it with the Expense. Have them select that option to see the current receipt. If they do, and the credit card expense imports afterwards, there. 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. Employee that submitted report. Select Concur. 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. The Number of nights will auto-populate based on the Check-in and Check-out. Click the checkbox next to the two expenses you wish to combine. Complete all required fields (those with red bars) and the optional fields as directed by your company. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. Create Expense Report . Users need the ability to merge or Combine Expenses when the two selected expenses are from different sources. 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. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. Customer have the ability to merge or Combine Expenses when the two selected expenses are from diverse sources. Click Move to and a list of available reports appears. You should be able to delete it. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. Enter a Detailed Business Purpose. If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. " The trip was booked through Concur. From the left pane, go to the Reports menu. 0. ) Click Create Report. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. 1. We would like to show you a description here but the site won’t allow us. Through our global network of travel partners, travel managers can get a full view of spending, make life easier for travelers, and optimize. You are trying to combine to out of pocket expenses. 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. The only way company card statements or transactions can come into SAP. This Quick Reference Guide demonstrates how to itemize an expense in Concur when preparing an expense report. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. yesterday. Not sure why this alert appears and do. With pdfFiller, it's always easy to work with documents. 2. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. This report doesn't show the recall button so I am trying to get this returned so I can update. For a short demonstration click Itemizing Expenses (Legacy UI). Enter all necessary information for the itemization. Please perform the keep: - Drive the CC expense from you report to expenses. 3 . Consolidate your spending data. 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 . Also, you’ll be guided to helpful resources for both end users and admins as. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. from an approved travel request 2. 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. Last Revised: November 14, 2020 . If I select all three, "Combine Expenses" is greyed out. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. 1. @EdwinaM you cannot combine entries that have the same payment type, so what you experienced is by design. Now it’s time to add expenses to your expense report and to add information to. . 2022 IDC Report: The Business Value of SAP Concur Solutions. . Select the Requests module at the top of the page 3. The first type is what we call an Expense Approver. Thanks. However, the true beneficiary of expense reports is the business owner. Then, try our . SAP Concur Community Manager. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). - Go to expenses and click the cc expense. a. 1. 1. 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. 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. , refer to those KBA's. SAP Concur Employee. We would like to show you a description here but the site won’t allow us. Select the module from the top of the screen. (Below) Another option is to delete one of the two reports you need to combine. Hope this helps. Learn when receipts are required and how to upload them to Concur. Thanks. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. The first step was to create your expense report by completing the Report Header in Concur. Employees naturally expect any personal funds expended for business to be paid back to them. Click the checkbox next to the two. A pop-up will appear - click the. The total comes out to the exact amount paid for the hotel nights + taxes as shown on our receipt, but there is no way for me to itemize the charges to perfectly.