Keep your employees safe and connected, allowing you to fulfill duty of care. 1 Solution. It will give you a list of all claims you have created. You most likely will need to. Expense splits the combined item into the original two items. In Concur, click the Expense tab. 4. Click each report to review it. Supplies. UATP-Southwest Airlines. 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. 4. Employees will see the payment demand status of Paid within their expense report. This process is the same as viewing, editing, and deleting personal expense reports or cash advance requests. If they are a match simply click Continue and Concur Will combine your data nto one expense entry per match. SAP Concur Community Manager. We have our employees to submit their expenses within 14 days of incurring the expense. Attaching Receipts to Expenses Receipts can be added to existing Expenses. This guide will demonstrate how to recall, edit and delete Concur. 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. 3 . Click on that and it should show you what itinerary is assigned. Simplify expense reporting and get more visibility into spending. Use reclaim extraction factors atWe would like to show you a description here but the site won’t allow us. 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). Read the procedures 1. Create Expense Report . Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. Discover how you can customize expense entry analysis by rolling up top expense types by the approved amount and adding a. This issue is preventing me from submitting the expense report to my company for the airfare payment. On the Concur home page, select Expense. Thanks. 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 . 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. - Send again the CC to the report and you will be able to combine it with the Expense. 12 CYN, choosing. You will be given options on how to add the receipt. Select the Requests module at the top of the page 3. all ExpenseIt entries will be moved to an expense report automatically. - Go to expenses and click the cc expense. . The expense user logs in, creates an expense report and fills out header information. For importing expenses, there are many ways and depends on the payment method. 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. . On the Report Header screen, complete all required (compulsory) fields. 3. 2) Tap Move. 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. KevinD. forms filled out. I know that there should also be an expenses one which is the one that I actually need to use. For example, an e-receipt line item can be merged with a credit card exchange. The basic process The basic steps to complete an expense report are: Create the report and provide the report-level information (such as the expense report name, purpose of. Up merge or combine expenses: Walk into your Expense Report. Creating a New Expense Report . Select the Requests module at the top of the page. Continue to drive business and end-user adoption forward with tools to help optimize your SAP Concur solutions. Additionally, large reports may become challenging for approvers to thoroughly review. My expense report returned twice because my hotel invoice missing company name and vat. SAP Concur Community Manager. 1. For a short demonstration click Itemizing Expenses (Legacy UI). 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. To connect or combine expenses: Go into your Charge Report. When it does, it should match up to the Pending Card Transaction item. 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. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. The first type is what we call an Expense Approver. You will be taken to the Concur home page. 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. Reduce time spent on expense reports by streamlining the process. - Separate and delete the "fake" expense. 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. Please perform the keep: - Drive the CC expense from you report to expenses. App Centre. 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 . UATP-Delta Airlines. Report: Expense Reports By Country. Action. 4. 2. Sign into SAP Concur to access your home page. 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 default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. • Add transactions to the expense report when available in Concur • Upload receipts • Assign expense codes and cost center • Submit report in Concur • Report is reviewed and approved by department approver/supervisor • Report is reviewed and approved by MET Finance • Report is reviewed and approved by the University’s Travel. This Quick Reference Guide demonstrates how to itemize an expense in Concur when preparing an expense report. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . Click Move to and a list of available reports appears. From the Filter Condition field, click the drop down arrow then select Range. To combining or combination expenses: Go with your Expense Report. 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. You can choose from the following: a) In the top menu, click on Expense. At the top of the expense details they should see an option that says View Receipts. Identify the applicable . Click the checkbox next to the two expenses you wish to combine. With Analytics you and your stakeholders can: See up-to-date data to drive actionable insights. To combine them manually, select both and click Combine Expenses. Then check the boxes further to the expenses. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. You will also learn how to set up add your bank account to your profile and track your reimbursements. Report Number in Concur Expense Accounting Extracts . Gain visibility to make. It will give you 4 options, the first two of which are the best IMO. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. "Expense" in the upper left corner. 3K. The credit card batch files will also contain this kind of information. Automated, fast, and accurate expense reporting helps you improve productivity, compliance, and control over spend. This will create a Statement Report for you. by shine in Concur Expense yesterday . Users have the ability to amalgamate instead Combine Expenses when the two selected expenses exist from different sources. I am with a new company now, and all they have are the canned reports that. Select all expenses and click Allocate Selected Expenses. On the landing page of the application, go into Expense Reports. I have two reports with different data. . Enter a Report Name (whatever you want to call it so that the Report will be easily identifiable to you). Selecting the two expenses line items to be me. The expense report page appears, ready for you to add expenses. Watch the video Read the procedures 1. Select a Report Purpose from the dropdown 7. Concur Expense Report Quick Guide 5. The Report Library View displays Active Expense Reports. 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. Includes cost object information and expense report type. 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. To create a claim: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Claim. 1. Repeat until the Remaining Amount is $0. The reports that have been deleted are stored in Cognos by their report ID, so this report should help you with what you need. Jun 5, 2018 02:45 PM. Creating a Travel Expense Report. 0 0 27. statement reports default approver as specified on the User Administration page, not the expense report default approver nor the (Expense) default approver 2. Complete all required fields and the optional fields as directed by your company. The system is waiting for the actual company card charge to come in. When I log onto SAP Concur the only tabs that I see at the top is 'Travel' and 'App Centre'. Enter all necessary information for the itemization. In the Amount field add the total amount of the hotel bill. If trains are not an option based on the search criteria, SAP Concur will only return the flight options. 00 Not Submitted I Report Number: SA8S14 rint/Share v Manage Receipts v View Available Receipts Ele-Receipts in Concur . Ap. Have your company card administrator "hide" them from your view. This infographic is for clients on the Standard edition of SAP Concur solutions. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. Concur Creating Expense Reports as a Delegate . g. Delegate. You should see a drop down menu of options. sap concur adding card transactions expense report 2021_24 opensap-archive. 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 is the assigned manager for the employee. Please refer to this video to learn more about copying an expense in Concur. • If the company uses Concur Travel & Expense, e -receipts are automatically matched with the user's itineraries and card charges – eliminating the need for the user to type in folio data and submit paper receipts for expense reports. Enter all necessary information for the itemization. See a complete list of SAP Concur integrated solutions that help to control business expenses and increase visibility. 0. The permission is for what some term as Back Office approval of the expense report. Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. Can't access Concur Expenses. Concur Expense: Select can EGO fold two cost in concur. The system isn't designed to do that. For example, an e-receipt line item can be merged with one financial card real. 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. At a certain. If the video helped and you were able to allocate the expense, please let me know that as well. An automated solution can help streamline these tasks. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. OR. On the Confirm Delete message, click Delete. But there is no Match button or. Yes, I figured it out. This data co mes directly from the supplier and provides the user with a complete receipt image linked to their expense item. Note: The Amazon Business Integration establishes the connection for your entire organization. So, for your example you can select Sent for Payment Date from September 30 to October 31. How Do I Create/Update New User Shapes Using. (Below) Another option is to delete one of the two reports you need to combine. 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. Review or change the information as appropriate. Looking for. Once selected, click the Move button. Hope this helps. I don't think this is quite as complicated as that situation. - or -. 1. The report is found when you are in. . Dec 22, 2022 09:15 AM. • Concur Expense automatically generates a receipt image that accompanies the expense, on the E-Receipt tab of the expense entry. 2. So, depending on your role at your company, there is a good chance that you would not be allowed to have this permission. 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). Just make it a one day stay. The Nightly Lodging Expenses Tab will appear. Use this video demonstration to learn how to itemize hotel and/or lodging on a Travel Expense Report in Concur. SAP Concur@ Manage Expenses Requests Card Transactions Travel Expense Approvals App Center Allocate Combine Expenses Move to v Delete Report Submit Report Cash Advances 08/23 L McAuliffe 2 31 19 $0. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. To merge or combine expenses: Go into your Expense Report. pece of data s actua y for the same expense. Then check the boxes further to the expenses. create a multi-city Expense Report in the Concur Expense Module. This resource is also available for download on the Concur page of the Travel Services website. 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 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. We have our employees to submit their expenses within 14 days of incurring the expense. . unable to update business purpose in expense report . 3. If these two line items are supposed to be one expense, just delete one of them. Add the associated out-of-pocket expenses, attach the imported credit. Aug 6th, 2022. Click on the Add Receipt icon. From the home screen, press Expense Reports. 8. 6. Load more. Expense splits the combined item into the original two items. 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. If you want to combine the cc with you expense - Tick the cc and the expense, select Combine expenses. You’ll see these expenses in your Available Expenses list. 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. In the Filter section, tick the box for Distribution Account. To create a report: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Report. Login to SAP Analytics Cloud and Click on Connection. " The trip was booked through Concur. 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. 1. Create an Expense Report for Travel Booked in Concur . . 2) Tap Move. In the open Expense Report, select Add Expense. 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. If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. How to Itemize an Expense . The custom query does need to be built by each processor when they are logged into SAP Concur. User. If a user activates Expense. This occurs when the user moves an Available Expense to their 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. 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. SAP Concur. I received the Diners Club card statement and the charge appears in the statement. I am with a new company now, and all they have are the canned reports that Concur provides which. Next, have the user drill into the expense line item. Select the drop-down icon to choose the two expense accounts only. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. • Can run for… Range of Time Specific employees Specific expense types Trip/Report types Creating a New Expense Report . 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 Concur Expense video series provides a step-by-step demonstration with quick and simple tips to support and optimize your expense management solution. For example, an e-receipt line item bottle be merged with a credit select operation. Concur Expense: How can I merge two expenses stylish concur; Options. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Aug 8, 2022 03:10 PM. For example, with e-receipt line item can be merged with a credit card transaction. In the Expression Definition type “current_date” but without the quotation marks. Tips will be demonstrated in a live Concur environment via webinar. The page refreshes, displaying the required and optional fields for the selected expense type. 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. 12 CYN, choosing. 3K. Skip to Step 7 below. Then each of those National Directors can use the Approve & Forward option. 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. Add the associated out-of-pocket expenses, attach the imported. You should be able to delete it. 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. @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. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. To combine expenses away Available Expenses: From. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. Select every line item you wish to move by using the little checkbox. That should hopefully do the trick. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. About SAP Concur. Travel Start Time: time leave official headquarters or your. 2. , refer to those KBA's. I'm assuming they have already attached one receipt to the line item in question. I received two charges from a hotel (a deposit and the actual charges). @elliobc me again. Jun 16, 2022. It will give you 4 options, the first two of which are the best IMO. 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. Select the two expense line items to be me. 6. Click 'copy' at the right of the expense lines. The expense should be than not showing you any warnings. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. Hope this helps. Method 1: To start from Concur Requests: 2. Click the More icon on the top of the page. You can choose from the following: a) In the top menu, click on Expense. 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. How Concur identifies and combines expenses in a report. Each reservation in the tra vel booking trip will create a corresponding entry on the expense report. 5. An expense report was auto-submitted on the 16th of the month with a corporate credit card expense from the 8th of the month. SHARE. If trains are not an option based on the search criteria, SAP Concur will only return the flight options. Mileage. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. Travel & Entertainment Card FAQs. The Number of nights will auto-populate based on the Check-in and Check-out. This report doesn't show the recall button so I am trying to get this returned so I can update. On the Expense Source page, click Separate (bottom of the window). Clarified that the Combine button functions differently under the two different user interfaces – Legacy (current UI) and Next Generation (NextGen). Used example, at e-receipt row item can be merged with a credit card deal. To do so, add a Data Item from the Toolbox and name it Current Date. 1 - Transactions 360. For personal expenses paid for on a company card, it depends on how your company has the card program. ii) Copy a previously submitted expense claim. When creating Expense Reports in Concur, it is essential to link your approved Travel Request to your Expense Reports. how to un combine the expenses. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. What you could do is assign the small group of people a National Director as their default approver. The option to Add Receipt now says View Receipt. Select your desired Expense Report from the Report Library. I received the Diners Club card statement and the charge appears in the statement. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. Under . To combine them manually, select both and click Combine Expenses. On merge conversely combine expenses: Go at your Expense Report. This means you can run reports that others have created. With pdfFiller, it's always easy to work with documents. Read the procedures 1. SAP Concur Community Manager. Concur Expense. The software update is not user-friendly or has improved the product. Select all expenses and click Allocate Selected Expenses. View the Expenses in. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. Identify the applicable . Enter the Check-out date. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. The first is "add attendees from Outlook Calendar". Click Itemize or Nightly Lodging Expenses. 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. To manually add an expense to a report: With the report open, click Add Expense > Create New Expense. If there are more than 60, repeat steps 1-2. Users have the ability go merge or Combine Expenses when one two selected expenses are from different sources. Enter Check-in and Check-out dates. The app will present your phone’s camera to take a photo or click on “+ Expense. Amount. Thanks, GregWhen I try to combine the two expense items, system prompts me that the expenses cannot be combined. . By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. The Expense source page displays both the Reason description and Comparison. Finance. Select the two expense string items to be me. Non Reimbursable/ Personal. Itemize. 12 CYN, choosing. 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. 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. This web-based service provides the tools you need to request. A lot of our customers use the processor approval as the final approval for the expense report.