1 Solution. 302. Review, Approve & Audit Built-in workflow. 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. On the menu, click Expense > Manage Expenses (on the sub-menu). 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. 1 - Transactions 360. Click the radio button for the From date. This expense still shows the purchase as a "cash" purchase and didn't change to the locked credit card icon. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. Review the E-Receipt Activation confirmation message verifying that you have signed up to receive E-Receipts. In the Mobile App, the receipt images are stored under Expenses: a. This option would need to be enabled for the company under. On the right side of the screen, add an allocation row for each account combination to be charged. 4. One was 12,500 TRY and the other is just over 3,000 TRY. 1. 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. 0 6 1. 1. Submit them on an expense report. The expense should be than not showing you any warnings. 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. g. is not pending approval or is already approved, select the. Hope this helps. Sign In. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. Concur Expense. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. • Company Bill Statement Processor: This role views and updates statement reports in Expense Processor. Log into Concur using your Single Sign-On. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. To combine them manually, select both and click Combine Expenses. I'm not sure why SAP Concur didn't match the two together automatically. But there is no Match button or. 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. unable to update business purpose in expense report . The Concur Expense video series provides a step-by-step demonstration with quick and simple tips to support and optimize your expense management solution. 🙂 So, on hunch I went into your account and looked at one of your expense reports. • Can run for… Range of Time Specific employees Specific expense types Trip/Report types Creating a New Expense Report . 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. Preview unavailable The option to combine expenses will not appear if: To combine them manually, select both and click Combine Expenses. Non Reimbursable/ Personal. g. Get started with first creating your expense report on your desktop or mobile device. For more information about viewing, editing, or deleting expense reports, refer to the Expense Reports section of 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. Click the drop down arrow, then select All Purchasing Cards to see your PCard transactions. Select Add a New Personal Card. On the landing page of the application, go into Expense Reports. If you click on it, it will open. Enter all necessary information for the itemization. Select the two expenditures line items to be me. 00. 00. 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. 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. This approver, usually by default, is very limited on what they can change on an expense report when reviewing it. Log in to Concur via Single Sign-On. Continue to drive business and end-user adoption forward with tools to help optimize your SAP Concur solutions. Hi My hotel cost seperate to two expenses . Android OS: Log into the SAP Concur mobile application. @bharath048 that message is a warning message only and should not prevent you from submitting. All they need to do is choose the Managing Director. Click Create Itemization. Learn how to use Concur Expense to automatically manage your expenses, and how to create and submit your expense claims. However, there are two types of approvers in SAP Concur. 0. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. (The fields that appear on this page are. On the expense report page, select Details > New Itinerary. If there are more than 60, repeat steps 1-2. 2. Load more. When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. Note: The Check-in date should pre-populate based on the transaction date you entered when creating the Hotel expense. Click the Append button. Finance. Jun 5, 2018 02:45 PM. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. Amount. One reports has Order Number, Serial number etc. @jonwarr you should be able to click Report Details from your open expense report. Concur Expense: How can I merge two expenses stylish concur; Options. Enter Transaction Detail by Account in the search box. Personalize views with interactive dashboards and customizable reports. I can't find a way to combine all three expenses. You will also learn how to set up add your bank account to your profile and track your reimbursements. 4. 00 Room Tax 23. It will give you 4 options, the first two of which are the best IMO. 🙂. A lot of our customers use the processor approval as the final approval for the expense report. On the Expense Source page, click Separate (bottom of the window). We also run a report on the number of reports an associate is submitting each month. 1. Enter values in the corresponding fields . SAP. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright. This will create a Statement Report for you. Then check the boxes further to the expenses. Creating a New Expense Report . I used a corporate card for the transaction as well. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. . Also, you’ll be guided to helpful resources for both end users and admins as. Then go to every other report, select the company card transactions that are older than 60 days. . Bottom Line: Concur Expense is part of SAP Concur’s suite of expense and travel management apps that are best suited for midsize businesses. . 6. 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. 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. 1 - Transactions 360. This will open the allocate window. After you click it a date field will pop up. Select every line item you wish to move by using the little checkbox. That way you can follow step by step in your actual expense report. 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. Aug 9, 2022 01:50 PM @LoriAux open the report with the transactions yourself want to go. • If the University/Agency travel card was used, expenses will be properly allocated. I received the Diners Club card statement and the charge appears in the statement. b. Concur. 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. From the Manage Expenses. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. All the selected transactions will move to that report. On the next screen (Manage Expenses) click the link that reads "Active Reports". You will only be able to delete expense reports or cash advance requests that have not yet been submitted. 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. create a multi-city Expense Report in the Concur Expense Module. Click Save. The Report Library displays a list of Expense Reports. • Allocation view print format:Companies that use the allocation feature can allow users to see a summary of all allocations on an expense report. Click the Run Query button, then select Reports Ready for Processing. SAP Concur Expense solutions will automatically download the transaction details and will create an expense. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. If the Append button does not appear, click Save Expense and reopen the Expense Item. You can select multiple expenses to allocate all of them to the same chart string if desired. August 2021 release. You may save it as a PDF, email it, or upload it to the cloud. Click on that and it should show you what itinerary is assigned. For a demonstration of our NextGen UI, click Itemizing Expenses. For example, an e-receipt line item bottle be merged with a credit select operation. In the open Expense Report, select Add Expense. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. 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 . We would like to show you a description here but the site won’t allow us. When the Manage Expenses sub-menu appears, click the + Create New. Open your expense report and go into the expense entry to which you need to attach multiple receipts. @EdwinaM you cannot combine entries that have the same payment type, so what you experienced is by design. That will do it. 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). 12 CYN adding an additional transaction negative for -360. This job aid covers how to itemize hotel/lodging expenses and includes examples of a hotel bill with the same nightly rate and another for when the rate differs from night to night (including a segregated expense for exceeding policy thresholds). How Concur identifies and combines expenses in a report. Aug 1, 2018 04:19 PM. - You will see that there is and expense already combined. UATP-Southwest Airlines. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. 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. 5. Have the user open their expense report on the app. On the Report Header screen, complete all required (compulsory) fields. We turn the difficult into simple, make the unknown known, and put an end to tedious tasks. Click Move to. Learn how to split expenses between account codes or funding sources. At the top of the expense details they should see an option that says View Receipts. Concur Reporting 101: Reports to Start With - SAP ConcurConcur Expense: Receipt Handling – Digital Receipts Setup Guide . To separate two transactions that were combined in error, click in the Payment Type column of the. Choice the two expense line items to be me. 3. On the menu, click Expense > Manage Expenses (on the sub-menu). SAP Concur Community Manager. 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). Click each report to review it. I selected the two expenses on the left side of my expense report. Select the claim that you decided will be the one to submit. . A menu appears. The first is "add attendees from Outlook Calendar". 100 Mobile release. Matches that Need Confirmation: 1 New Expense Exceptions Expense Type O ther Expenses auick Expenses Date 10/18/2018 Amount. Creating a Travel Expense Report. One of the line items they will itemize will look as follows: Jan 15 Room Rate (or your equivalent expense type for the hotel itemization) -$200. To move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. SAP Concur is committed to reinventing travel, expense, and invoice management with tools that simplify everyday processes and create better experiences. Login to SAP Analytics Cloud and Click on Connection. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. Thanks Angela. A pop-up will appear - click the. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. Click Add. This will put the the MasterCard charge back in your available expenses. 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. 3 . On the Details menu in the Expense list of a report, select Allocation. Select a transaction, then click the Move button and select To New Report. Log in to Concur via Single Sign-On. under the . g. You will be taken to the Concur home page. UATP-American Airlines. Aug 8, 2022 03:10 PM. 00 out of pocket or over $50. The other 4 card transactions would need to be separate expenses, with supporting documentation to comply with your company policy such as a receipt image. Printing receipts in order of the expense report. Initiating one Expense Merge: on the web download. Select the two expense line items to be me. Users have the ability to amalgamate instead Combine Expenses when the two selected expenses exist from different sources. Aug 6th, 2022. Transactions will be listed in the employee’s Available Expenses or may auto-assign to an Expense Report. Reports. Please refer to this video to learn more about copying an expense in Concur. 100 Mobile release. For a demonstration of our NextGen UI, click Itemizing Expenses. Create a New Expense Claim. Select the couple cost line items to be me. The Cash Advance administrator issues the cash advance in Concur Expense, and the company pays the actual cash to the employ ee. Supplies. (Below) Another option is to delete one of the two reports you need to combine. Expense splits the combined item into the original two items. 27. Hope it helpsOne starting our employers has tried combining a account card expense (with no receipt attached) to an expense created by ExpenseIt (with a receipt attached) and an combine option wants not appear. 6. 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. Single hotel charge split into two expenses. We would like to show you a description here but the site won’t allow us. Under . Please perform the keep: - Drive the CC expense from you report to expenses. Create Expense Report . Expense . If they do, and the credit card expense imports afterwards, there. Shouldn't she be able to combine in this scenario? Both entries were even added to an expense report. Creating New Reports in Concur Intelligence. 12 CYN,. Click the More icon on the top of the page. • An expense report is submitted after the trip to post expenses to accounts • If the employee is out of pocket for any expenses this will generate a reimbursement payment. If trains are not an option based on the search criteria, SAP Concur will only return the flight options. From within an open expense report, select the expense. Click the Expense Report with the status of Not Submitted that you want to delete. 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. Do you not see the option? I hope this helps. After you click it a date field will pop up. It will give you a list of all claims you have created. On the landing page of the application, go into Expense Reports. SAP Concur. g. 2) Tap Move. Select the Requests module at the top of the page 3. Yes, I figured it out. - or - On the menu, click. . This integration reduces the time and effort. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. 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. Use reclaim extraction factors atWe would like to show you a description here but the site won’t allow us. Users have the ability at merge or Combine Expenses when the two selected expenses belong from different sources. 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. SAP Concur uses the Pending Card Transaction payment type, regardless of whether the admin has activated this payment type for the group. You are trying to combine expenses line items that have different expense types. 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. Check the box next to your desired transaction to select it. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. View and download the Itemizing Hotel/Lodging in a Travel Expense Report in Concur job aid. . Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. Used example, at e-receipt row item can be merged with a credit card deal. create a Travel, Entertainment, and Reimbursement Expense Report in the Concur Expense Module. Concur Expense: Tips & Tricks Webinar Guide. Mileage. Concur Creating Expense Reports as a Delegate . The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright. 1 - Transactions 360. Hi, I have my expense report returned twice because my hotel. Select Merge. 00 Other Room Tax 1 2. You’ll see these expenses in your Available Expenses list. Home; Home; Forums. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. Review or change the information as appropriate. For example, in e-receipt line thing can to merged using ampere credit card transaction. To combine them manually, select both and click Combine Expenses. Note: Concur imports a maximum of 60 U-M Card transactions at a time. Click the Create New Claim tile. The option to Add Receipt now says View Receipt. Manager of the employee. Use this video demonstration to learn how to itemize hotel and/or lodging on a Travel Expense Report in Concur. Skip to Step 7 below. This resource is also available for download on the Concur page of the Travel Services website. 5. Can't access Concur Expenses. Select the two expense line items up be me. Not sure why this alert appears and do. 6. 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 queries take about 2 minutes to create. NextGen UI. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. You will also learn how to set up add your bank account to your profile and track your reimbursements. Today, we’re pleased to announce a new Amazon Business Integration for Concur Expense. If you see Reporting, mouse over and let me know what you see. @elliobc me again. For a short demonstration click Itemizing Expenses (Legacy UI). Keep your employees safe and connected, allowing you to fulfill duty of care. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then. This user must also be assigned the Expense Processor role. . 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). I can't find a way to combine all three expenses. To append additional receipts or documentation to the Expense. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. 00 Room Tax 23. For example, an e-receipt line item can be merged with a credit card exchange. 1. Create the expense as usual and click the Itemization tab (instead of Save Expense ). Expense . However, the true beneficiary of expense reports is the business owner. The expense report page appears, ready for you to add expenses. You can edit them for this Report, if necessary. 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 Confirm Delete window appears. To merge instead combine expenses: Go into your Issue Message. Now it’s time to add expenses to your expense report and to add information to. Create an Expense Report for Travel Booked in Concur . Jun 26, 2023 01:08 PM. At a certain. Then click "Create" to create an expense report OR use the Coupa app on your phone. With pdfFiller, it's always easy to work with documents. Enter the Check-out date. An ExpenseIt entry and a corresponding credit card transaction in an expense report can be matched by clicking on the Combine button. It helps eliminate paper receipts and makes it easier for you to complete your. from an approved travel request 2. Expense Processor. 2. 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. Using Expense Pay. statement reports default approver as specified on the User Administration page, not the expense report default approver nor the (Expense) default approver 2. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . From the home screen, press Expense Reports. 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 . On the menu, click Expense > Manage Expenses (on the sub-menu). 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. 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. 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. To itemize a hotel expense: After completing all the required fields of either the out-of-pocket hotel expense or imported hotel company card charge, click the Itemize button below the entry details. Click the expense report you need to recall. Log in to the Concur mobile app and select “Receipt. Requests, on the Quick Task Bar. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9.