We would like to show you a description here but the site won’t allow us. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. Just make it a one day stay. Expand all. Click on the Expense Report you want to add a receipt to or Create a New Report. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. 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. Complete all required fields and the optional fields as directed by your company. SAP Concur Community Manager. Intelligence. Read the procedures 1. Concur Reporting 101: Reports to Start With - SAP ConcurConcur Expense: Receipt Handling – Digital Receipts Setup Guide . Dec 12, 2022 03:46 PM. 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. It intention give to of option to movement to new news or to a current view. "Expense" in the upper left corner. be deleted by approvers and must be deleted by the user or their. 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. Another option is through the Concur app. expense report without adding a receipt image to the car rental expense entry, asApp Center Brochure: Amazon Business Integration. SAP Concur Employee. 2: Select the tab to . 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 . - Separate and delete the "fake" expense. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). Apr 7, 2021 09:21 AM. User. Select Itemize from the lower right corner of the line time. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. You will be taken to the Concur home page. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. Click Itemize or Nightly Lodging Expenses. . Note: Concur imports a maximum of 60 U-M Card transactions at a time. With the report open, you will see an orange Approve button. Complete all required fields and the optional fields as directed by your company. by shine in Concur Expense yesterday . ) Follow these guidelines when completing the fields in an expense report: Report Title - (This is important! List the trip purpose, research project, or event that@Vickie-cridland For the screenshot of combining expenses, it appears that one line item is for Lunch and the other for Train. Employees will see the payment demand status of Paid within their expense report. Request, and click . I can't find a way to combine all three expenses. 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 . The Select receipt from menu appers. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. 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. We would like to show you a description here but the site won’t allow us. Once total selected,. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. On the expense report page, select Details > New Itinerary. I suggest speaking with your direct manager first and foremost to make sure you have the. The Confirm Delete window appears. This issue is preventing me from submitting the expense report to my company for the airfare payment. An expense report was auto-submitted on the 16th of the month with a corporate credit card expense from the 8th of the month. Click Save. The expense user logs in, creates an expense report and fills out header information. Expense reports that exceed this limit can cause problems during workflow routing as audit rules are applied to reports. I'm assuming they have already attached one receipt to the line item in question. - or -. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. To do so, add a Data Item from the Toolbox and name it Current Date. I imported both charges into my expense report. 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. To create a claim: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Claim. Concur TripLink connects trips, travelers, and itineraries across channels to enhance and simplify the entire travel experience. 0 2 1,585. If these two line items are supposed to be one expense, just delete one of them. If its possible what are the steps to be followed. Click Upload Receipt Image to search and select the image from your files to append. 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. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. 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. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. The Concur Travel & Expense system will combine and streamline business and travel purchases including UD Credit Card transactions. Center for Workplace Development 1 . 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. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. by LovelyAsmolo in Concur Expense Saturday . Group the Expense List. Concur Expense. If you see Reporting, mouse over and let me know what you see. 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. Load more. 🙂. I believe one says Assigned Itineraries. Also, you’ll be guided to helpful resources for both end users and admins as. 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. UATP-United Airlines. 6. Auto-suggest serves you quickly narrow down your search resultat by suggesting possible matches as him type. - or -. On the Concur home page, select Expense. Initiating one Expense Merge: on the web download. Creating a Travel Expense Report. 1 - Transactions 360. The allowable amount is calculated on a daily basis and is not aggregated over the entire period of the trip. Regardless, the travel allowance wizard and menu appear only if you meet the. Tip: For easy access to Concur, favorite the “Expense. . This infographic is for clients on the Standard edition of SAP Concur solutions. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. You are trying to combine to out of pocket expenses. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. If you purchased an airline ticket in the Concur booking tool or through the onsite agency, you will need to create an expense report to substantiate the airfare expense, even if. If the video helped and you were able to allocate the expense, please let me know that as well. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. Looking for. 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. You will also learn how to set up add your bank account to your profile and track your reimbursements. Click on the Expense Report you want to add a receipt to or Create a New Report. Once total selected, look for the Move button. Click the checkbox next to the two expenses you wish to combine. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. Check the box next to your desired transaction to select it. - Go to expenses and click the cc expense. Identify the applicable . Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. If the video helped and you were able to allocate the expense, please let me know that as well. In the open Expense Report, select Add Expense. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. Yes, I figured it out. Select the two expense line items to be me. Creating a Travel Expense Report. To view a linked travel reservation: 1. Select the drop-down icon to choose the two expense accounts only. Click the Combine Expenses button. Review, Approve & Audit Built-in workflow. 3 . Users have the ability at merge or Combine Expenses when the two selected expenses belong from different sources. ; In the pop-up that follows, hover over the expense you want to select as the master expense and click Select. Submit them on an expense report. 01. On the landing page of the application, go into Expense Reports. 2. Best regards, RohanFrom here select Process Reports. 00 Other Room Tax 1 2. The Select receipt from menu appers. In Concur, click the Expense tab. Request, and click . 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. 1. • Company Bill Statement Processor: This role views and updates statement reports in Expense Processor. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. forms sent. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. If what I described is not available, then from your report, select all the line items. SHARE. The Number of nights will auto-populate based on the Check-in and Check-out. If you’re merging an expense, created from a credit card feed and a manually. Have the user open their expense report on the app. If a match is. g. Log in to Concur via Single Sign-On. To unite with combine spending: Go into your Expense Report. SAP Concur uses the Pending Card Transaction payment type, regardless of whether the admin has activated this payment type for the group. Report Header. View the Expense Details. Add an item from your Available Expenses library (for example, card charge, e-receipt) to your report. If the Pending Card Transaction item is not yet added to an expense report, the system should match the corporate card. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. There are really two main ways this is handled: 1. Aug 1, 2018 04:19 PM. To append additional receipts or documentation to the Expense. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. 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. Used example, at e-receipt row item can be merged with a credit card deal. You can view a linked travel reservation via an expense report in NextGen UI for Concur Expense. Keep your employees safe and connected, allowing you to fulfill duty of care. 3. 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. 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. Concur Expense offers good expense management. From the left pane, go to the Reports menu. S. 0 0 27. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file. Click on the expense to bring up the expense view. ; Upload and Attach a Receipt to an Expense Line. Employees naturally expect any personal funds expended for business to be paid back to them. • Allocation view print format:Companies that use the allocation feature can allow users to see a summary of all allocations on an expense report. 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 . (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. 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 the report, and so on. Return to Expenses to view the Expense with the newly attached receipt and attach it to an Expense Report at any time. 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. Oct 6, 2022 01:21 PM. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. To "fix" this mismatch go on the expense itemized, and in one of the line you add a 0. . Choice the two expense line items to be me. It will give you 4 options, the first two of which are the best IMO. 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. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. Sign In. Effective January 1, 2021, if non-employee airfare was booked through CBT or Concur, the airfare expense needs to be reconciled as part of the non-employee expense report. On the Manage Expense screen, click Create New Report (Claim)found on the right side of the screen. 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. 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. From the SAP Concur home screen, click Expense at the top of the screen. When creating Expense Reports in Concur, it is essential to link your approved Travel Request to your Expense Reports. Click the radio button for the From date. I received the Diners Club card statement and the charge appears in the statement. Select the two expense limit items to can me. Select the two expense string items to be me. To create a report: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Report. In the details you can quickly assign an expense to any existing report, and then use the arrow in the top right to move to the next expense on the report. Creating New Reports in Concur Intelligence. Have the user open their expense report on the app. - Go to expenses and click the cc expense. 1: To begin, first select the expense you would like to itemize. On the Expense Source page, click Separate (bottom of the window). When the Manage Expenses sub-menu appears, click the + Create New Report tile; or Unable to combine separate expenses for single reservation. To separate two transactions that were combined in error, click in the Payment Type column of the. Employees must verify their Email IDs to receive the receipts for. 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. This is the assigned manager for the employee. Select the two expense line items to be merged. Concur Expense Report Quick Guide 5. 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. Repeat until the Remaining Amount is $0. Each reservation in the tra vel booking trip will create a corresponding entry on the expense report. To combine them manually, select both and click Combine Expenses. Do you not see the option? I hope this helps. It makes itemizing the 5 different expense categories difficult. Expense Reports with P-Card Transactions –You can create an expense report and continue to add P-Card transactions to it throughout the month –You can then submit the report prior to the monthly accounting deadline to allow the expense approver time to review the report –Best practice is to submit reports once or twice a month,Expense queue. Now it’s time to add expenses to your expense report and to add information to. However, there are two types of approvers in SAP Concur. -. Now it’s time to add expenses to your expense report and to add information to. 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. When it does, it should match up to the Pending Card Transaction item. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. 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. Concur Expense: Select can EGO fold two cost in concur. Aug 8, 2022 03:10 PM. Aug 9, 2022 01:50 PM @LoriAux open the report with the transactions yourself want to go. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. Sign into SAP Concur to access your home page. Part 2: Map expense types to travel reservation (trip) types. The first type is what we call an Expense Approver. @EdwinaM you cannot combine entries that have the same payment type, so what you experienced is by design. There are 4 Concept Fields folders in the data warehouse, just so you know. 0. Edit the Report period. Select a transaction, then click the Move button and select To New Report. For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. On the expense report page, the Available Expenses section appears, including all the Travel itinerary items, e-receipts, and any imported corporate card transactions. 1. UATP-Delta Airlines. But there is no Match button or Combine button. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. From within an open expense report, select the expense. If you still have questions after watching the video, let me know. See these instructions on handling fraudulent charges in a report on what immediate actions to take and how to create the expense report. Concur Expense. Click the Create New Report tile. Users have the ability to merge or Combine Expenses when the double chosen expenses are from different sources. Identify the applicable . A majority of customers I have worked with require each day's worth of mileage as separate line items on the. This resource is also available for download on the Concur page of the Travel Services website. How can i merge yours collectively ? did not see any merge menu once i choose diese two. When the allocate line appears, look for the Cost Center or Department field and enter the old department. Enter all necessary information for the itemization. The employee can also return cash “manually” to the Cash. The app will present your phone’s camera to take a photo or click on “+ Expense. (Below) Another option is to delete one of the two reports you need to combine. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. 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. . Report Header. Ap. View and download the Itemizing Hotel/Lodging in a Travel Expense Report in Concur job aid. To unite with combine spending: Go into your Expense 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 move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. Open an expense report. Please perform the keep: - Drive the CC expense from you report to expenses. Watch the video Read the procedures 1. a. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. 00 Room Tax 23. 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 University of Delaware will launch a new Travel & Expense Management program to all University employees in 2019. Create an Expense Report for Travel Booked in Concur . I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. To merge or create expenses: Go into you Expense Report. Manager of the employee. I've provided a screenshot of how to delete a report. This will bring up all reports in the Approved & In Accounting Review status. how to un combine the expenses. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. We address the ones who are submitting too many unnecessarily. 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. create a Travel, Entertainment, and Reimbursement Expense Report in the Concur Expense Module. Creating New Reports in Concur Intelligence. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. 🙂Travel & Expense System from the bank also need to be included in your expense report. 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. That way you can follow step by step in your actual expense report. 4. 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. Unable to combine separate expenses for single reservation. 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 fields that appear on this page are defined by your company. Expense splits the combined item into the original two items. 7. Employee that submitted report. SAP Concur Expense solutions will automatically download the transaction details and will create an expense. Single hotel charge split into two expenses. 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. You most likely will need to. 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. Combine expense and invoice data from your SAP Concur solutions and Xero in just one click. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). 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. Includes cost object information and expense report type. Concur ExpenseThe term e-receipts refers to data sent to Concur through the SAP Concur Connect Program. Have your company card administrator "hide" them from your view. Click each report to review it. For e. If you are on the SAP Concur Expense Legacy UI, the Recall. On the Expense Source page, click Separate (bottom of the window). In addition, the administrator has many more options with. We have our employees to submit their expenses within 14 days of incurring the expense. We have our employees to submit their expenses within 14 days of incurring the expense. 1. e. plies to these SAP Concur solutions: Expense Professional/Premium edition. To manually add an expense to a report: With the report open, click Add Expense > Create New Expense. Another option is through the Concur app. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. 3. 3. You’ll see these expenses in your Available Expenses list. . 6. P. Users have the ability go merge or Combine Expenses when one two selected expenses are from different sources. Thanks, GregWhen I try to combine the two expense items, system prompts me that the expenses cannot be combined. A pop-up will appear containing two tabs, one for Available Expenses, the other to Create New Expense: Available Expenses holds University card transactions. Select whichever option works for you. That will do it. Manage travel and expenses anywhere, anytime with Concur's Mobile App for iPhone®, iPad®, Android™ and BlackBerry®. This user must also be assigned the Expense Processor role. Browse . 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. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. 1. As a user you have access to all your Expense Reports and can view them anytime. For a short demonstration click Itemizing Expenses (Legacy UI). Log in to the Concur mobile app and select “Receipt. . To separate two transactions that were combined in error, click in the Payment Type column of the combined item. You can select Append on a previously used receipt or document, if displayed. Note: Concur imports a maximum of 60 U-M Card transactions at a time. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. Click Accept. . 2. After the report opens, click the Recall button – (This is a blue button on the top right side of the screen as shown below in the screenshot. workflow can combine one or more standard Expense approvers and one or more authorized approvers. The ChartFields default from your Concur Profile. ) Click Create Report. To merge alternatively combine expenses: Go in your Expense Report. 4. under the . Method 1: To start from Concur Requests: 2. 00/5. 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. Once you approve it, it goes into a batch. Community Manager. . Create Expense Report . Create the expense as usual and click the Itemization tab (instead of Save Expense ). 2. Airfare transactions have an amount, as the system knows what the actual cost was that was charged for airfare since it was purchased in Concur Travel. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. 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 . Unable to combine separate expenses for single reservation. SAP Concur Employee. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. Users have the ability to amalgamate instead Combine Expenses when the two selected expenses exist from different sources. - You will see that there is and expense already combined. The page refreshes, displaying the required and optional fields for the selected expense type. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then. I am new to Concur, and having a bit of an issue trying to resolve this or figure it out.