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. 0 2 1,585. Using Concur Expense, you can view a list of any unassigned company card transactions and assign them to a new or existing expense report. About SAP Concur. Enter Transaction Detail by Account in the search box. Help says I can combine the charges by using Match (I think) or Combine. Regardless, the travel allowance wizard and menu appear only if you meet the. 100 Mobile release. Other reports has Only Order number. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. NextGen UI. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. Used example, at e-receipt row item can be merged with a credit card deal. 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. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. Hope this helps. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. The Cash Advance administrator issues the cash advance in Concur Expense, and the company pays the actual cash to the employ ee. 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. - or -. ; Upload and Attach a Receipt to an Expense Line. • Concur Expense automatically generates a receipt image that accompanies the expense, on the E-Receipt tab of the expense entry. To move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. To start an Expense Report click . Thanks Angela. If they do, and the credit card expense imports afterwards, there. That will match them together. You’ll see these expenses in your Available Expenses list. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. 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). Itemize. Admin. To merge alternatively combine expenses: Go in your Expense Report. That should hopefully do the trick. Once total selected,. Add New Connection. Employees will be able to book their trips directly with our travel partner without ever leaving. - Send again the CC to the report and you will be able to combine it with the Expense. Enter values in the corresponding fields . One was 12,500 TRY and the other is just over 3,000 TRY. 2. 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. 100 Mobile release. 00 Not Submitted I Report Number: SA8S14 rint/Share v Manage Receipts v View Available Receipts Ele-Receipts in Concur . Mileage. Look to see if the Delete button has become active. SAP Concur Community Manager. 00 out of pocket or over $50. Up merge or combine expenses: Walk into your Expense Report. To create and submit an expense report in the web version of SAP Concur: 1. Click Move to and a list of available reports appears. Select the module from the top of the screen. It also depends on the Source for the expense e. We offer a customizable, end-to-end suite of products that can help manage complex business challenges, navigate global regulations, audit employee spending, and more. "Expense" in the upper left corner. At this point. If you’re merging an expense, created from a credit card feed and a manually. (Instructions for installing the app are at the end of this email. 1 Solution. For a short demonstration click Itemizing Expenses (Legacy UI). You won't have the ability to build the queries for them. The system does not allow you to import more. 1 - Transactions 360. 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. How Concur identifies and combines expenses in a report. My question is if in the section "Process Reports" in Concur, Is it possible change layouts, add or remove columns, for more or less information?. 1 Solution. Click the Create New Report tile. 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. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. Edit the Report period. 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. 0. To merge or create expenses: Go into you Expense Report. First time using Concur. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. I imported both charges into my expense report. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. Click the Add Expense button or select the existing expense. unable to update business purpose in expense report . When I try to combine the two expense items, system prompts me that the expenses cannot be combined. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. 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. Part 2: Map expense types to travel reservation (trip) types. Enter Check-in and Check-out dates. Click OK. Once you select it, click Save. A pop-up will appear - click the. The Number of nights will auto-populate based on the Check-in and Check-out. Using Expense Pay. The e-receipt information may not contain all line items, usually due to credits or returns. Not sure why this alert appears and do. This occurs when the user moves an Available Expense to their expense report. 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. @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. At this point. Best regards, RohanFrom here select Process Reports. An ExpenseIt entry and a corresponding credit card transaction in an expense report can be matched by clicking on the Combine button. . 6. Review, Approve & Audit. March Expense Professional Release notes. Click Save. 1. Complete all required fields and the optional fields as directed by your company. Available for free via the SAP Concur App Center, the integration reduces the time and effort required for employees to create expense reports from Amazon Business purchases and increases the accuracy of data captured on. This will create a Statement Report for you. 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. 1. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. The Select receipt from menu appers. Concur Expense: Select can EGO fold two cost in concur. 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. Upload a document from your computer or cloud storage. When the company card charge comes in, it will match to the Pending ExpenseIt item. I think the issue is twofold: 1. Travel Start Time: time leave official headquarters or your. • Expense reports should be submitted within 30 days of theCommunity Manager. After you click it a date field will pop up. Review or change the information as appropriate. • Users can access and print e-receipts at any time from within Expense. The custom query does need to be built by each processor when they are logged into SAP Concur. Select Itemize from the lower right corner of the line time. You’ll see these expenses in your Available Expenses list. This expense still shows the purchase as a "cash" purchase and didn't change to the locked credit card icon. This integration reduces the time and effort. Center for Workplace Development 1 . 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. Delegate. Travel & Entertainment Card FAQs. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. Click the Append button. Other types of expenses like hotel orStep Four: Hear what your business expense tracking is telling you. Concur. 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. Click Expense at the top of the screen. 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. To merge instead combine expenses: Go into your Issue Message. Complete all required fields and the optional fields as directed by your company. Next, have the user drill into the expense line item. 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. 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. under the . 🙂. 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. How Do I Create/Update New User Shapes Using in Importing File? How Go I Manually Create one New SAP Agree Profile? 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 the report, and so on. This course is intended for advanced Concur users who are interested in ways to make their expense reporting activities more efficient. Hey Kevin, There needs to be a way to revert to the older version of Concur. 0 0 27. For example, an e-receipt line item bottle be merged with a credit select operation. SAP Concur Employee. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. Expense reports that exceed this limit can cause problems during workflow routing as audit rules are applied to reports. If you want to combine the cc with you expense - Tick the cc and the expense, select Combine expenses. Have you checked the claim with ID: CAD8F86BBD384566A8FB to make sure there isn't an expense already on that report for the entry in question?The payment status updates to Paid once the batch is closed (ending the concur workflow process). If the items are not a match pease click Decline Match. 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. I am with a new company now, and all they have are the canned reports that. KevinD. is pending Financial Unit Approval, you may recall the. In the Amount field add the total amount of the hotel bill. - Separate and delete the "fake" expense. 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. SAP Concur Community Manager. Employee Reimbursement System. In Concur, delegates are able to perform a number of tasks on behalf of another user, including creating new expense reports. Hi, I have my expense report returned twice because my hotel. I think the issue is twofold: 1. What this does is every time you run the report, you can choose the data range you want. forms filled out. When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options. If so, click Delete. forms sent. If a user activates Expense. We have our employees to submit their expenses within 14 days of incurring the expense. Learn how to split expenses between account codes or funding sources. Last Revised: August 25, 2023. To delete a manually created expense, with the expense open, click the trash can icon to the right of the report title. Single hotel charge split into two expenses. - Send again the CC to the report and you will be able to combine it with the Expense. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. I received the Diners Club card statement and the charge appears in the statement. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. Additionally, large reports may become challenging for approvers to thoroughly review. 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. 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. User. On the Expense screen, click the +. 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. Expense splits the combined item into the original two items. 5. When the new expense opens, click. Doing so reduces data entry for our travelers/delegates and ensures that all information in the system is properly connected. 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. Select your desired Expense Report from the Report Library. Android OS: Log into the SAP Concur mobile application. The first would be from the expense details at the line item level. ME kn. Hi My hotel cost seperate to two 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 . Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . Concur Expense; Concur Invoice; Align Trip; Additional Products; General;. For the data you are looking for including Account Numbers, that is usually data. On the expense report page, select Details > New Itinerary. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. At the top of the expense details they should see an option that says View Receipts. 27. If it is determined that two items represent the same transaction, Concur matches (combines) the two items and presents one combined item in the Available Expense section of the system. 0. Add the associated out-of-pocket expenses, attach the imported credit. I suggest speaking with your direct manager first and foremost to make sure you have the. ) Click Create Report. Initiating one Expense Merge: on the web download. Each reservation in the tra vel booking trip will create a corresponding entry on the expense report. The files batched out of the payment manager could be considered some form of an archive, as it will contain the data of who was paid out what amounts, from where the expenses came (vendor, report name, date, etc. The screenshot below shows an example from one of my demo sites. Read the procedures 1. When reading the Expense v4 API details on. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright. Select the two expense line items to be me. (The fields that appear on this page are. Select the approved Travel Request, and click on the Create Expense Report button on the upper right corner; this action will populate CoA information from the Travel Request to the Travel Expense The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. • Allocation sepa rator: This symbol separates. Method 1: To start from Concur Requests:. The SAP Concur profile will allow you to sign in at: Here you can create an expense report and attach your receipts to your expense entries. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. 12 CYN adding an additional transaction negative for -360. by shine in Concur Expense yesterday . An expense report allows employees to document each business expense, provide a corresponding receipt and get reimbursed from company funds. Unable to combine separate expenses for single reservation. But there is no Match button or Combine button. Request, and click . Unable to combine separate expenses for single reservation. The University of Delaware will launch a new Travel & Expense Management program to all University employees in 2019. Check the box next to your desired transaction to select it. 2. However, the true beneficiary of expense reports is the business owner. To manually add an expense to a report: With the report open, click Add Expense > Create New Expense. 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. From within an open expense report, select the expense. Users have the ability go merge or Combine Expenses when one two selected expenses are from different sources. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. On the Expense Source page, click Separate (bottom of the window). Customer have the ability to merge or Combine Expenses when the two selected expenses are from diverse sources. Click the radio button for the From date. This is one way you can "assign" reports to people. Select the two expense limit items to can me. a. If I select all three, "Combine Expenses" is greyed out. For personal expenses paid for on a company card, it depends on how your company has the card program. Select your file from the documents list and pick your export method. If its possible what are the steps to be followed. 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. What this does is every time you run the report, you can choose the data range you want. Any line with a payment type of “ Cash” in the Available. @EdwinaM you cannot combine entries that have the same payment type, so what you experienced is by design. 1: To begin, first select the expense you would like to itemize. The app will present your phone’s camera to take a photo or click on “+ Expense. Enable SSO in Test Environment . Select all expenses and click Allocate Selected Expenses. The expense first needs to be moved from a report into Available Expenses before you get the detach option. Open an expense report. The answer is yes. I kn. If there are more than 60, repeat steps 1-2. I am new to Concur, and having a bit of an issue trying to resolve this or figure it out. You may save it as a PDF, email it, or upload it to the cloud. UATP-United Airlines. Amount. Select Itemize from the lower right corner of the line time. Looking for. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. Oct 6, 2023 Knowledge. Concur Expense. Click the Combine Expenses button. 7. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. (The fields that appear on this page are defined by your company. UATP-Delta Airlines. 3. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. . Users will need to click the Attendees link towards the top left of the expense page:. You will be taken to the Concur home page. guidebook for using Concur. all ExpenseIt entries will be moved to an expense report automatically. It makes itemizing the 5 different expense categories difficult. Enter Transaction Detail by Account in the search box. The reports that have been deleted are stored in Cognos by their report ID, so this report should help you with what you need. The Expense source page displays both the Reason description and Comparison. Eventually, the employee must create one or more expense reports (depending on configuration) to account for the cash. 12 CYN,. Jun 5, 2018 02:45 PM. However, there are two types of approvers in SAP Concur. 12 CYN adding an additional transaction negative for -360. S. To "fix" this mismatch go on the expense itemized, and in one of the line you add a 0. Last Updated: 4/25/2016 . Edit the Report period. To merge or combination expenses: Go up your Expense Report. Go into the SAP Concur Mobile app and click Expense at the bottom of the app home screen. Action. This user must also be assigned the Expense Processor role. 1. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. Log into Concur using your Single Sign-On. If you still have questions after watching the video, let me know. Select every line item you wish to move by using the little checkbox. 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. It will give you a list of all claims you have created. When a user is searching for using this tab, SAP Concur will return both flights and trains in the search results if trains are an option for the city pair entered. If 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. For a demonstration of our NextGen UI, click Itemizing Expenses. 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. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. Concur Expense: How can I merge two expenses stylish concur; Options. 6. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Overview . The first would be from the expense details at the line item level. The expense user logs in, creates an expense report and fills out header information. 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. To start an Expense Report click . Merging two expenses when one report has already been submitted and reimbursed. Once expense reports are processed for payment, the only modifications that can be made to the report include attaching additional receipts or supporting documentation (for example, if you forgot a secondary approval on an expense report, attach or fax a signed hard-copy of the report to the expense report in Concur for tracking purposes). If the Append button does not appear, click Save Expense and reopen the Expense Item. Can't access Concur Expenses. 1. 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 believe one says Assigned Itineraries. The Manage Expenses page displays. [Reference: SAP Concur User Guide – Signing In] On the home page, there. @jonwarr you should be able to click Report Details from your open expense report. Travel & Entertainment Card FAQs. . 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. SAP Concur Expense solutions will automatically download the transaction details and will create an expense. Open your expense report and go. @jessicaholt1983 Thanks for posting in the SAP Concur Community. 2. UATP-Southwest Airlines. I kn. I'm not sure why SAP Concur didn't match the two together automatically. Aug 9, 2022 01:50 PM @LoriAux open the report with the transactions yourself want to go. (Below) Another option is to delete one of the two reports you need to combine. Employees naturally expect any personal funds expended for business to be paid back to them. The only way company card statements or transactions can come into SAP. This option would need to be enabled for the company under. • Company Bill Statement Processor: This role views and updates statement reports in Expense Processor. Attaching Receipts to Expenses Receipts can be added to existing Expenses. Login to SAP Analytics Cloud and Click on Connection.