In response to jonwarr. Concur Expense: How can I merge two expenses stylish concur; Options. . You cannot actually assign reports to specific processors. Note: The Amazon Business Integration establishes the connection for your entire organization. Shouldn't she be able to combine in this scenario? Both entries endured already added to certain expense report. Select the expense type that applies to the first itemization. This option would need to be enabled for the company under. 12 CYN adding an additional transaction negative for -360. 2. g. Automatically audit 100% of expense reports for fraud and compliance issues. You can select Append on a previously used receipt or document, if displayed. Learn when receipts are required and how to upload them to Concur. Concur Expense. Share Create a New Expense Report To create a report: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Report. statement reports default approver as specified on the User Administration page, not the expense report default approver nor the (Expense) default approver 2. 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. It makes itemizing the 5 different expense categories difficult. Concur TripLink connects trips, travelers, and itineraries across channels to enhance and simplify the entire travel experience. This system will replace former travel request, booking, authorization, and expense systems for the University of North Concur Expense • View Expense Details • Move Items • Delete an expense • Combine expenses • Edit multiple expenses Concur Request • View audit trail and Request timeline • Submit a cash advance • Add attendees to expected expenses Concur Budget • Create a team budget • Make an adjustment to a team budget Please perform as follow: - Move the CC expense from you report to expenses. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. 1: To begin, first select the expense you would like to itemize. Click the checkbox next to the two expenses you wish to combine. 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. In the Expression Definition type “current_date” but without the quotation marks. Creating a New Expense Report . If I select all three, "Combine Expenses" is greyed out. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. (Below) Another option is to delete one of the two reports you need to combine. From the Manage Expenses. To "fix" this mismatch go on the expense itemized, and in one of the line you add a 0. 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. 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. ii) Copy a previously submitted expense claim. For e. • Can run for… Range of Time Specific employees Specific expense types Trip/Report typesCreating a New Expense Report . Login to SAP Analytics Cloud and Click on Connection. The Nightly Lodging Expenses Tab will appear. On the menu, click Expense > Manage Expenses (on the sub-menu). "Expense" in the upper left corner. Users have the ability to merge or Combine Expenses when the double chosen expenses are from different sources. 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. auto-create an expense report from that trip. 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. 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. 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. All customary expense entry data fields are filled out, making it easier to complete an expense report and match to credit card feeds (if available via your configuration). The Concur Travel & Expense system will combine and streamline business and travel purchases including UD Credit Card transactions. @S0018407879 Thanks for posting in the SAP Concur Community. U-M uses the Concur Expense Tool, accessible through Wolverine Access, for employee business expense reconciliation, including both PCard and out-of-pocket expenses. 00. I can't find a way to combine all three expenses. I received two charges from a hotel (a deposit and the actual charges). •2. 4. Log in to Concur via Single Sign-On. 12 CYN adding an additional transaction negative for -360. 2. • Allocation sepa rator: This symbol separates. Report Header. Select Concur. 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. 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. It will give you 4 options, the first two of which are the best IMO. Discover how you can customize expense entry analysis by rolling up top expense types by the approved amount and adding a. Travel Start Time: time leave official headquarters or your. If you’re merging an expense, created from a credit card feed and a manually. Expense . Mileage. OR Select the report which needs to be changed, you should have a few tabs on the top, one of which " Report Details" and sub select "Report Header". 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. However, the true beneficiary of expense reports is the business owner. yesterday. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. For exemplar, an e-receipt line item can become merge with a credits card transaction. I'm assuming they have already attached one receipt to the line item in question. Once the card charge is added, you can select both items (using the little checkbox to the left) and then click Combine. This data co mes directly from the supplier and provides the user with a complete receipt image linked to their expense item. You should be able to click on +Start Report to create a new expense report. 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. You will also learn how to set up add your bank account to your profile and track your reimbursements. 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. When the Manage Expenses sub-menu appears, click the + Create New Report tile; or Unable to combine separate expenses for single reservation. This allows them to approve the report then choose the next person to approve. Take a business trip using SAP Concur mobile solutions and see for yourself how easy it is to book travel and complete expense reports on the go. A majority of customers I have worked with require each day's worth of mileage as separate line items on the. 100 Mobile release. August 2021 release. 🙂. After you click it a date field will pop up. Non Reimbursable/ Personal. Select Merge. Concur Expense ensures all of the details—including the amount, date of the transaction, vendor, expense type and location—are accurately captured and. SAP Concur Community. Last Revised: August 25, 2023. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. To recall the report: Navigate to the Expense tab at the top of the SAP Concur homepage. If its possible what are the steps to be followed. Manager of the employee. On the menu, click Expense > Manage Expenses (on the sub-menu). The system isn't designed to do that. Travel & Entertainment Card FAQs. This resource is also available for download on the Concur page of the Travel Services website. You’ll see these expenses in your Available Expenses list. I imported both charges into my expense report. The system isn't designed to do that. You should be able to delete it. You may save it as a PDF, email it, or upload it to the cloud. - Separate and delete the "fake" expense. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. @jonwarr you should be able to click Report Details from your open expense report. Click the Combine Expenses button. 1. 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. However, the true beneficiary of expense reports is the business owner. Contact us today. Amount. Once total selected,. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more efficient. a. Select the two expense line items to be merged. Edit the Report period. On the Details menu in the Expense list of a report, select Allocation. Expense splits the combined item into the original two items. 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. Select whichever option works for you. On the landing page of the application, go into Expense Reports. Step 1: Create Connection in SAP Analytics Cloud with SAP Concur. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. 1 - Transactions 360. I believe one says Assigned Itineraries. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. Select the two expense line items to be me. And then -- if you did pay a lodging deposit -- be sure you have a separate expense line on your report for Expense Type Lodging Deposit (Pre-Trip). 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. . . 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. Click the expense report you need to recall. Complete all required fields (those with red bars) and the optional fields as directed by your company. (The fields that appear on this page are defined by your company. From adding all expense report details and receipts to submitting, reviewing for accuracy and. If you are on the SAP Concur Expense Legacy UI, the Recall. When creating Expense Reports in Concur, it is essential to link your approved Travel Request to your Expense Reports. Hope it helps. In the Expression Definition type “current_date” but without the quotation marks. 12 CYN adding an additional transaction negative for -360. The rule conditions would depend on what information is being included in the emails sent out for your Concur setup. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). Reduce time spent on expense reports by streamlining the process. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. When the company card charge comes in, it will match to the Pending ExpenseIt item. Log in to Concur via Single Sign-On. On the Expense screen, click the +. Create an Expense Report for Travel Booked in Concur . The first is "add attendees from Outlook Calendar". Customer have the ability to merge or Combine Expenses when the two selected expenses are from diverse sources. Intelligence. From within an open expense report, select the expense. Then you can add the other PCard transactions that fall in the statement report date range to the report. I know that there should also be an expenses one which is the one that I actually need to use. Please pass this forward to the development team. 00 Not Submitted I Report Number: SA8S14 rint/Share v Manage Receipts v View Available Receipts Ele-Receipts in Concur . Select the two expense string items to be me. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. The allowable amount is calculated on a daily basis and is not aggregated over the entire period of the trip. workflow can combine one or more standard Expense approvers and one or more authorized approvers. Creating a Travel Expense Report. @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. That way you can follow step by step in your actual expense report. 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. 00 Other Room Tax 1 2. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. For example, with e-receipt line item can be merged with a credit card transaction. Otherwise, you can use the "+New Expense" button to manually create an. For example, an e-receipt line item can be merged with a credit card exchange. 0 2 302. Click the Combine Expenses button. Under Expense Settings, Select Expense Credit Cards. This will bring up all reports in the Approved & In Accounting Review status. Receipts are required for expenses over $25. Select Itemize from the lower right corner of the line time. Select of two expense line items to be me. Last Revised: November 3, 2022 . Because it depends on your company policy. Best regards, RohanFrom here select Process Reports. This integration reduces the time and effort. For example, in e-receipt line thing can to merged using ampere credit card transaction. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. Verify the imported expense (s) appear in the Expenses list. 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. All they need to do is choose the Managing Director. Matches that Need Confirmation: 1 New Expense Exceptions Expense Type O ther Expenses auick Expenses Date 10/18/2018 Amount. SAP Concur Community Manager. 4. 1) To attach a receipt on the Select receipt from menu, tap: • Take Photo to use your. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. (The fields that appear on this page are. If there are more than 60, repeat steps 1-2. 1. First time using Concur. The only way to view expense report receipt images is to actually open the expense report, which can be done by 5 different roles: 1. 12 CYN, choosing. Select the Requests module at the top of the page 3. The page refreshes, displaying the required and optional fields for the selected expense type. 00. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. 2022_01. (Instructions for installing the app are at the end of this email. Merging two expenses when one report has already been submitted and reimbursed. For example, and e-receipt line single can must merged with a credit cards transaction. NextGen UI. Contact us today. 2022 IDC Report: The Business Value of SAP Concur Solutions. Request, and click . 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. To append additional receipts or documentation to the Expense. If it is, then the user must add the company card charge to the same report, then the items will match. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. . Users have the ability to amalgamate instead Combine Expenses when the two selected expenses exist from different sources. I find the SAP Concur Mobile App - Feature List by. Reports. Concur Expense . This report doesn't show the recall button so I am trying to get this returned so I can update. 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?. 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. I selected the two expenses on the left side of my expense report. Includes cost object information and expense report type. 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. Then each of those National Directors can use the Approve & Forward option. I received the Diners Club card statement and the charge appears in the statement. The screenshot below shows an example from one of my demo sites. Then check the boxes further to the expenses. Report Details, select the . Eventually, the employee must create one or more expense reports (depending on configuration) to account for the cash. Used example, at e-receipt row item can be merged with a credit card deal. . We would like to show you a description here but the site won’t allow us. We solve big problems, small problems, and problems you didn’t know you had. Add the associated out-of-pocket expenses, attach the imported credit. 100 Mobile release. 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. An expense report allows employees to document each business expense, provide a corresponding receipt and get reimbursed from company funds. You can edit them for this Report, if necessary. Click Accept. For example, an e-receipt line item can be merged with one financial card real. Launch Course. S. This only happens if the Pending Item is not already on an expense report. I have a hotel stay and for some reason it charged the card in two transactions. Click the radio button for the From date. 3. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. Review, Approve & Audit Built-in workflow. From within an open expense report, select the expense. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. I kn. We also run a report on the number of reports an associate is submitting each month. 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. We turn the difficult into simple, make the unknown known, and put an end to tedious tasks. sap concur adding card transactions expense report 2021_24 opensap-archive. Keep your employees safe and connected, allowing you to fulfill duty of care. Finance. Using Expense Pay. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. I don't think this is quite as complicated as that situation. pece of data s actua y for the same expense. Sign into SAP Concur to access your home page. Concur. This infographic is for clients on the Standard edition of SAP Concur solutions. 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. I need to expense them as one expense. Open your expense report and go. Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. Action. 4. Enter all necessary information for the itemization. Select the module from the top of the screen. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. To create a claim: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Claim. Regardless, the travel allowance wizard and menu appear only if you meet the. In the Filter section, tick the box for Distribution Account. Both original receipts will be used up in this process, and only the new combined receipt will remain. Click the radio button for the From date. 100 Mobile release. 12 CYN adding an additional transaction negative for -360. 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. There are 4 Concept Fields folders in the data warehouse, just so you know. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. 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). To create and submit an expense report in the web version of SAP Concur: 1. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. The ChartFields default from your Concur Profile. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. 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. 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. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. You will be taken to the Concur home page. If what I described is not available, then from your report, select all the line items. Click the drop down arrow, then select All Purchasing Cards to see your PCard transactions. With Analytics you and your stakeholders can: See up-to-date data to drive actionable insights. You most likely will need to. In Concur, delegates are able to perform a number of tasks on behalf of another user, including creating new expense reports. 3. " The trip was booked through Concur. Jun 5, 2018 02:45 PM. This will put the the MasterCard charge back in your available expenses. - or -. all ExpenseIt entries will be moved to an expense report automatically. I used a corporate card for the transaction as well. And an other situation is If the information to download like an Excel File will be exactly like I see in Screen in Concur. 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. Now it’s time to add expenses to your expense report and to add information 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 . 🙂. Click Expense at the top of the screen. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then. Check the box next to one or more Travel & Entertainment (T&E) Card charges related to the event 4. 4. 1. 2. If trains are not an option based on the search criteria, SAP Concur will only return the flight options. Users will need to click the Attendees link towards the top left of the expense page:. UATP-Southwest Airlines. As a user you have access to all your Expense Reports and can view them anytime. Click the Create New Report tile. Enter Transaction Detail by Account in the search box. Click the Reservation link (on the expense report) to view the reservation on the Expense Source page. . 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 . 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. Home; Home; Forums. So we have to manually upload the same invoice for 100+ expenses and explain it. Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. To add expense. You’ll see these expenses in your Available Expenses list. You will only be able to delete expense reports or cash advance requests that have not yet been submitted. Method 1: To start from Concur Requests:. Concur Expense: Company Card Setup Guide for Standard Edition . On the Report Header screen, complete all required (compulsory) fields. 01 USD or which currency is the mismatching for and press Save. • 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. This is the list of expenses that you have allowed Concur to collect for you, either by purchasing it on your Travel card, or by going through the steps in Slide #8. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. - Send again the CC to the report and you will be able to combine it with the Expense. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. 3. SAP Concur Community Manager. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . On the Report Header screen, enter a name for your report using the naming convention recommended by your company. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. On the expense report page, select Details > New Itinerary. Let me know if this works. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). It also depends on the Source for the expense e. Select your desired Expense Report from the Report Library. What this does is every time you run the report, you can choose the data range you want. 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. Note: Concur imports a maximum of 60 U-M Card transactions at a time. Gain visibility to make. On the Confirm Delete message, click Delete. 2. If there are more than 60, repeat steps 1-2. Selecting the two expenses line items to be me. Look to see if the Delete button has become active.