We would like to show you a description here but the site won’t allow us. The other expense report is in a submitted state pending external validation. Then check the boxes further to the expenses. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. Shouldn't she be abler to combine with this scenario? Both entrance were already added the an expense report. Add the associated out-of-pocket expenses, attach the imported credit. by shine in Concur Expense yesterday . Admin. . From the drop down, choose the best option for past reports. How Concur identifies and combines expenses in a report. 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. 2. If it is, then the user must add the company card charge to the same report, then the items will match. This process is the same as viewing, editing, and deleting personal expense reports or cash advance requests. If you still have questions after watching the video, let me know. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. On the expense report page, select Details > New Itinerary. g. - Send again the CC to the report and you will be able to combine it with the Expense. 🙂 Travel & Expense System from the bank also need to be included in your expense report. . Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. Click the More icon on the top of the page. 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. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. I kn. To merge alternatively combine expenses: Go in your Expense Report. The following required configuration options ensure archival of the most appropriate data used in your Analysis/Intelligence reports. 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. Concur Expense: How can I merge two expenses stylish concur; Options. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . I suggest speaking with your direct manager first and foremost to make sure you have the. For personal expenses paid for on a company card, it depends on how your company has the card program. Open an expense report. Learn more . A menu appears. This guide will demonstrate how to recall, edit and delete Concur. Hi, I have my expense report returned twice because my hotel. Click the Create New Claim tile. e. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. 2. 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. Users have the ability to merge alternatively Combine Expenses when the twin selected expenses are from different sources. UATP-American Airlines. Submit them on an expense report. Click the Combine Expenses button. 2. Enter all necessary information for the itemization. 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. 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. You will only be able to delete expense reports or cash advance requests that have not yet been submitted. To recall the report: Navigate to the Expense tab at the top of the SAP Concur homepage. On the Confirm Delete message, click Delete. Scroll down to the Available Expenses section and click the little check box next to the item. 1) To attach a receipt on the Select receipt from menu, tap: • Take Photo to use your. Sort the Expense List. Aug 1, 2018 04:19 PM. Select Available Expenses to locate the University Card transactions, i. If these two line items are supposed to be one expense, just delete one of them. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. 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 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. We would like to show you a description here but the site won’t allow us. Entering Hotel Expenses into Concur Hotel bill didn’t come in via an E-Receipt? Enter your bill following the steps below Step 1: Add a Hotel Expense Add a new expense to your expense report with a Hotel expense type. 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). When it does, it should match up to the Pending Card Transaction item. We do encourage them to add multiple expenses to each report. Users have the ability to merge or Amalgamate Expenses when the two selected spending are from different sources. If what I described is not available, then from your report, select all the line items. Report Details, select the . Concur ExpenseThe term e-receipts refers to data sent to Concur through the SAP Concur Connect Program. Concur Creating Expense Reports as a Delegate . 0. 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. 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 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. 4. You can view a linked travel reservation via an expense report in NextGen UI for Concur Expense. An automated solution can help streamline these tasks. 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 only way company card statements or transactions can come into SAP. unable to update business purpose in expense report . 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. In the Filter section, tick the box for Distribution Account. Attaching Receipts to Expenses Receipts can be added to existing Expenses. Review, Approve & Audit Built-in workflow. . For the ability to manually combine expenses on mobile, I would suggest that you keep an eye on the SAP Roadmap Explorer and the SAP Concur Mobile App Release Notes. Select the two expense limit items to can me. Select every line item you wish to move by using the little checkbox. If I select all three, "Combine Expenses" is greyed out. 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. Help says I can combine the charges by using Match (I think) or Combine. 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. Click the Combine Expenses button. The report is found when you are in. 1. We have our employees to submit their expenses within 14 days of incurring the expense. 2. 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. User. I'm assuming they have already attached one receipt to the line item in question. Yes, I figured it out. On the Expense screen, click the +. Please try and let me know how it goes. Aug 9, 2022 01:50 PM. 🙂 So, on hunch I went into your account and looked at one of your expense reports. On the Expense Source page, click Separate (bottom of the window). How can i merge yours collectively ? did not see any merge menu once i choose diese two. 1: To begin, first select the expense you would like to itemize. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. It helps eliminate paper receipts and makes it easier for you to complete your. Click the desired expense type. • If the University/Agency travel card was used, expenses will be properly allocated. 1. . you can actually combine them or let the system combine them. If an employee uploads a receipt, and the credit card expense hasn't been imported yet, the employee should not submit the report the receipt is on quite yet. Then go to every other report, select the company card transactions that are older than 60 days. Once I do that the system. University Paid Payment Types: these payment types are for information purposes only to document travel expenses which were paid by. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). 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. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. OR. You can choose from the following: a) In the top menu, click on Expense. Matches that Need Confirmation: 1 New Expense Exceptions Expense Type O ther Expenses auick Expenses Date 10/18/2018 Amount. Note: The Check-in date should pre-populate based on the transaction date you entered when creating the Hotel expense. 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. If it is, then the user must add the company card charge to the same report, then the items will match. Any line with a payment type of “ Cash” in the Available. 2) Tap Move. This web-based service provides the tools you need to request and book travel, as well as create, and submit expense reports. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. Watch the video Read the procedures 1. ) 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. View and download the Itemizing Hotel/Lodging in a Travel Expense Report in Concur job aid. Login to SAP Analytics Cloud and Click on Connection. On the menu, click Expense > Manage Expenses (on the sub-menu). Note: Concur imports a maximum of 60 U-M Card transactions at a time. From the Manage Expenses. When the Manage Expenses sub-menu appears, click the + Create New Report tile; or Unable to combine separate expenses for single reservation. . Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. This report doesn't show the recall button so I am trying to get this returned so I can update. 🙂. 00 Other Room Tax 1 2. ), and other information. The Cash Advance administrator issues the cash advance in Concur Expense, and the company pays the actual cash to the employ ee. @elliobc me again. 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. Creating New Reports in Concur Intelligence. You should see a drop down menu of options. 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 . The expense should be than not showing you any warnings. And an other situation is If the information to download like an Excel File will be exactly like I see in Screen in Concur. 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. This allows them to approve the report then choose the next person to approve. It helps eliminate paper receipts and makes it easier for you to complete your. To add an entry to your expense report, check on the box to the left of the entry and select Move-> To Current Report. 8. 1. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. Verify the imported expense (s) appear in the Expenses list. Jun 26, 2023 01:08 PM. As a Proxy. Learn more . 02. An automated solution can help streamline these tasks. Contact us today. As a reminder, all travel by University employees which includes. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . Log in to Concur via Single Sign-On. Select Add a New Personal Card. Because it depends on your company policy. In Concur, click the Expense tab. Delegate. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. I imported both charges into my expense report. This means you can run reports that others have created. After you click it a date field will pop up. I'm not sure why SAP Concur didn't match the two together automatically. At this point. - Go to Expenses (if the expense is alredy moved to a expense report, move it from the expense report to expenses) - Click on your expense to trigger Expense source Pop Up - Select Separate . Intelligence. 5. Hello. Click on the Customize button. I received the Diners Club card statement and the charge appears in the statement. Dec 22, 2022 09:15 AM. 0. At the top of the expense details they should see an option that says View Receipts. Please perform as follow: - Move the CC expense from you report to expenses. Only drawback would be that the delegate will see all expense reports (past and present) Set a rule in my inbox to forward emails coming from Concur with regards to this report. 1. under the . On the Expense Source page, click Separate (bottom of the window). Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. 12 CYN adding an additional transaction negative for -360. Oxford Economics US Fact Sheet: Empowering Your People. 3. • Add transactions to the expense report when available in Concur • Upload receipts • Assign expense codes and cost center • Submit report in Concur • Report is reviewed and approved by department approver/supervisor • Report is reviewed and approved by MET Finance • Report is reviewed and approved by the University’s Travel. • Allocation sepa rator: This symbol separates. Concur. . I don't think this is quite as complicated as that situation. Select all expenses and click Allocate Selected Expenses. 1. Select the two expense line items to be merged. I can't find a way to combine all three expenses. The system isn't designed to do that. For example, and e-receipt line single can must merged with a credit cards transaction. . Enter values in the corresponding fields . Employees must verify their Email IDs to receive the receipts for. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. 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. 3. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. Enter Transaction Detail by Account in the search box. From this page, you can check the status of any submitted report: Concur Expense Concur Travel. 100 Mobile release. When the allocate line appears, look for the Cost Center or Department field and enter the old department. When the company card charge comes in, it will match to the Pending ExpenseIt item. 03. Select the module from the top of the screen. Report Header. Click on the Add Receipt icon. Add text, images, drawings, shapes, and more. Shouldn't she be able to combine in this scenario? Both entries were even added to an expense report. from an approved travel request 2. g. You cannot actually assign reports to specific processors. 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. The option to Add Receipt now says View Receipt. Another option is through the Concur app. 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. Please perform the keep: - Drive the CC expense from you report to expenses. ”. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. Create a New Expense Claim. Create an Expense Report for Travel Booked in Concur . S. So, for your example you can select Sent for Payment Date from September 30 to October 31. Unions are great for taking two data sets that have the same. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. Load more. (Below) Another option is to delete one of the two reports you need to combine. 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 user must also be assigned the Expense Processor role. Employees naturally expect any personal funds expended for business to be paid back to them. 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. Doing so reduces data entry for our travelers/delegates and ensures that all information in the system is properly connected. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Getting Started. 6. Oct 6, 2023 Knowledge. This is one way you can "assign" reports to people. 3 . Select a transaction, then click the Move button and select To New Report. Have the user open their expense report on the app. I need to expense them as one expense. 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 . 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. Users have the ability at merge or Combine Expenses when the two selected expenses belong from different sources. I have two reports with different data. 12 CYN adding an additional transaction negative for -360. As a user you have access to all your Expense Reports and can view them anytime. Expense splits the combined item into the original two items. Although the Combine button turned on when you selected the two cash expenses, the system won't evaluate the payment types until you click Combine. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. If the video helped and you were able to allocate the expense, please let me know that as well. Repeat until the Remaining Amount is $0. Make any necessary edits to the. To manually add an expense to a report: With the report open, click Add Expense > Create New Expense. Shouldn't she be able to combine in this scenario? Both entries endured already added to certain expense report. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. Select the couple cost line items to be me. When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options. To combine them manually, select both and click Combine Expenses. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). It intention give to of option to movement to new news or to a current view. 0. Sign into SAP Concur to access your home page. Through our global network of travel partners, travel managers can get a full view of spending, make life easier for travelers, and optimize. 12 CYN adding an additional transaction negative for -360. Just make it a one day stay. This takes you to the Manage Expenses screen. Includes cost object information and expense report type. This data co mes directly from the supplier and provides the user with a complete receipt image linked to their expense item. A menu appears. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. Do you not see the option? I hope this helps. I need to expense them as one expense. Next, have the user drill into the expense line item. @S0018407879 Thanks for posting in the SAP Concur Community. SAP Concur is committed to reinventing travel, expense, and invoice management with tools that simplify everyday processes and create better experiences. Note: Concur imports a maximum of 60 U-M Card transactions at a time. Then click "Create" to create an expense report OR use the Coupa app on your phone. Enter a Detailed Business Purpose. Select the module from the top of the screen. On the expense report page, the Available Expenses section appears,. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. Select Itemize from the lower right corner of the line time. I kn. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more efficient. One was 12,500 TRY and the other is just over 3,000 TRY. Click the radio button for the From date. I used a corporate card for the transaction as well. Click Move to and a list of available reports appears. The first image (Receipt) were uploaded with the Receipt feature. 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). o Enter Duty Station and Residence City, and Residence State if not populated. Select the claim that you decided will be the one to submit. 100 Mobile release. So, for your example you can select Sent for Payment Date from September 30 to October 31. 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. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. This expense still shows the purchase as a "cash" purchase and didn't change to the locked credit card icon. To append additional receipts or documentation to the Expense. You are trying to combine to out of pocket expenses. 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. Hello Kevin I have the same problem, if I can´t merge those expenses I will have diferences when I put the details of these expenses because the first value was a deposit and the second was the diference of the total stay cost , how can I. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. Select Add to Report to claim the card charges to the appropriate Event Expense Report. So, all you have to do is add the Employee Data item to your report then add Cost Center from the appropriate Concept Fields folder in the data. If the Append button does not appear, click Save Expense and reopen the Expense Item. Click each report to review it. 100 Mobile release. Hope this helps. Other types of expenses like hotel orStep Four: Hear what your business expense tracking is telling you. Select the Requests module at the top of the page 3. The Concur Travel & Expense system will combine and streamline business and travel purchases including UD Credit Card transactions. I can't find a way to combine all three expenses. Click Add. 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?. Travel & Entertainment Card FAQs. I used a corporate card for the transaction as well. Select the two expense line items up be me. Click on that and it should show you what itinerary is assigned. App Centre. I've provided a screenshot of how to delete a report. For example, an e-receipt line item can be merged with one financial card real. So, depending on your role at your company, there is a good chance that you would not be allowed to have this permission. When creating Expense Reports in Concur, it is essential to link your approved Travel Request to your Expense Reports. Consolidate your spending data. 1. Delete the report. You may choose to manage your own preferences. Help says I can combine the charges by using Match (I think) or Combine. To add expense. ”. The permission is for what some term as Back Office approval of the expense report. 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. Please refer to this video to learn more about copying an expense in Concur. I think the issue is twofold: 1. 6. Click the Add Expense button or select the existing expense. 00 Room Tax 23. 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. - Send again the CC to the report and you will be able to combine it with the Expense. auto-create an expense report from that trip. Using Concur Expense, you can view a list of any unassigned company card transactions and assign them to a new or existing expense report. 2. Click on the Expense Report you want to add a receipt to or Create a New Report. Using Expense Pay. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. Thanks. There are really two main ways this is handled: 1. For example, an e-receipt line item bottle be merged with a credit select operation. It will give you 4 options, the first two of which are the best IMO. Select the Requests module at the top of the page. 00 if purchased using the UConn travel card. . I believe one says Assigned Itineraries. Select the two expenditures line items to be me. Employees can easily book and manage travel, create and submit expense reports, and approve invoices — all from anywhere and at any time. From the reports list, press + at the bottom of the screen. Contact us today. Select the desired Unsubmitted Expense Report. SAP Concur. Today, we’re pleased to announce a new Amazon Business Integration for Concur Expense. Unfortunately in my case, I don't have a receipt attached and transaction is not pending as well. Travel Start Time: time leave official headquarters or your. 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. Once you select it, click Save. Employee Reimbursement System. . 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. Unable to combine separate expenses for single reservation. 2022 IDC Report: The Business Value of SAP Concur Solutions. You are trying to combine to out of pocket expenses.