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. Apr 7, 2021 09:21 AM. 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). On the landing page of the application, go into Expense Reports. To move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. SAP Concur Employee. 03. This resource is also available for download on the Concur page of the Travel Services website. Concur Expense ensures all of the details—including the amount, date of the transaction, vendor, expense type and location—are accurately captured and. 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. Choice the two expense line items to be me. The e-receipt information may not contain all line items, usually due to credits or returns. Upload a document from your computer or cloud storage. How Concur identifies and combines expenses in a report. Click the Reservation link (on the expense report) to view the reservation on the Expense Source page. Under . by LovelyAsmolo in Concur Expense Saturday . If you see Reporting, mouse over and let me know what you see. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). 🙂Travel & Expense System from the bank also need to be included in your expense report. Add the associated out-of-pocket expenses, attach the imported. KevinD. 2. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more efficient. 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. From this page, you can check the status of any submitted report: Concur Expense Concur Travel. 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. How Concur identifies and combines expenses in a report. Mileage. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. It will give you 4 options, the first two of which are the best IMO. The Select receipt from menu appers. 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. This report doesn't show the recall button so I am trying to get this returned so I can update. It also depends on the Source for the expense e. If the Pending Card Transaction item is not yet added to an expense report, the system should match the corporate card. Click the Append button. 5. If trains are not an option based on the search criteria, SAP Concur will only return the flight options. 0. 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. The expense user logs in, creates an expense report and fills out header information. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. 1. Appending a new receipt will combine both receipts into a multi-page PDF file. Sign in to your SAP Concur account. Click the Combine Expenses button. So, for your example you can select Sent for Payment Date from September 30 to October 31. Once selected, click the Move button. This takes you to the Manage Expenses screen. This issue is preventing me from submitting the expense report to my company for the airfare payment. The rule conditions would depend on what information is being included in the emails sent out for your Concur setup. 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. 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. . Select Add a New Personal Card. The Report Library View displays Active Expense Reports. Step 1: Create Connection in SAP Analytics Cloud with SAP Concur. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). o Enter Duty Station and Residence City, and Residence State if not populated. From the Filter Condition field, click the drop down arrow then select Range. . My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. Enter a Report Name (whatever you want to call it so that the Report will be easily identifiable to you). Select your file from the documents list and pick your export method. 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. Report Details, select the . Manager of the employee. 00 Room Tax 23. Reduce time spent on expense reports by streamlining the process. This will create a Statement Report for you. Expense splits the combined item into the original two items. Select Itemize from the lower right corner of the line time. I received the Diners Club card statement and the charge appears in the statement. To create and submit an expense report in the web version of SAP Concur: 1. 7. I selected the two expenses on the left side of my expense report. A majority of customers I have worked with require each day's worth of mileage as separate line items on the. From the Manage Expenses. Non Reimbursable/ Personal. Watch the video Read the procedures 1. 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. The first would be from the expense details at the line item level. 6. UATP-Delta Airlines. 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. When reading the Expense v4 API details on. UATP-American Airlines. - Send again the CC to the report and you will be able to combine it with the Expense. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. Users have the ability to merge or Combine Expenses when the double chosen expenses are from different sources. Getting Started. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. Receipts are required for expenses over $25. 3K. Used example, at e-receipt row item can be merged with a credit card deal. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. The first is "add attendees from Outlook Calendar". - Go to expenses and click the cc expense. To add a Business or Personal credit card to your profile, follow these steps: Log into SAP Concur and navigate to Profile > Profile Settings. This will bring up all reports in the Approved & In Accounting Review status. Concur Expense . Once selected Click Allocate. SAP Concur is committed to reinventing travel, expense, and invoice management with tools that simplify everyday processes and create better experiences. This infographic is for clients on the Standard edition of SAP Concur solutions. Select ItemizeWith a unified view of your SAP Concur data, you can empower key stakeholders with the information they need to understand and impact the bottom line. 12 CYN adding an additional transaction negative for -360. Employees will see the payment demand status of Paid within their expense report. 1 - Transactions 360. Once you approve it, it goes into a batch. Once total selected, look for the Move button. Select the drop-down icon to choose the two expense accounts only. If the expense report is returned to the employee, then the . 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. As a user you have access to all your Expense Reports and can view them anytime. For example, an e-receipt line item can be merged with one financial card real. Thanks. From an open expense report, click the Hotel line item. Otherwise, you can use the "+New Expense" button to manually create an. Last Updated: 4/25/2016 . 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. To separate two transactions that were combined in error, click in the Payment Type column of the. On the Manage Expense screen, click Create New Report (Claim)found on the right side of the screen. Oxford Economics US Fact Sheet: Empowering Your People. 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 . UATP-United Airlines. Selecting the two expenses line items to be me. You will also learn how to set up add your bank account to your profile and track your reimbursements. 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. On the Expense Source page, click Separate (bottom of the window). Add the associated out-of-pocket expenses, attach the imported. Expense splits the combined item into the original two items. Then check the boxes further to the expenses. Hey Kevin, There needs to be a way to revert to the older version of Concur. We would like to show you a description here but the site won’t allow us. 2) Tap Move. Click Save. When the new expense opens, click. 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". Use reclaim extraction factors atWe would like to show you a description here but the site won’t allow us. 3b If applicable, mark any . If its possible what are the steps to be followed. NextGen UI. On the Report Header screen, enter a name for your report using the naming convention recommended by your company. Overview . Note: Concur imports a maximum of 60 U-M Card transactions at a time. Matches that Need Confirmation: 1 New Expense Exceptions Expense Type O ther Expenses auick Expenses Date 10/18/2018 Amount. Personalize views with interactive dashboards and customizable reports. A global survey of finance and IT leaders found that 42% of companies saw increased employee productivity thanks to automated expense management processes, such as digitising expense receipts and auto-populating expense reports using a mobile app. Login to SAP Analytics Cloud and Click on Connection. 27. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. The allowable amount is calculated on a daily basis and is not aggregated over the entire period of the trip. To move a manually created expense to another report: With the report open, select the check box of one or more expenses. Unable to combine separate expenses for single reservation. ”. • Allocation sepa rator: This symbol separates. Tips will be demonstrated in a live Concur environment via webinar. 0 2 302. Concur ExpenseThe term e-receipts refers to data sent to Concur through the SAP Concur Connect Program. Best regards. A pop-up will appear containing two tabs, one for Available Expenses, the other to Create New Expense: Available Expenses holds University card transactions. To unite with combine spending: Go into your Expense Report. How Do I Create/Update New User Shapes Using. Keep your employees safe and connected, allowing you to fulfill duty of care. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. The permission gives the user access. - or - On the menu, click. Report Header. Doing so reduces data entry for our travelers/delegates and ensures that all information in the system is properly connected. - Go to expenses and click the cc expense. Part 2: Map expense types to travel reservation (trip) types. Please pass this forward to the development team. 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. Select the Requests module at the top of the page. By going to the expense report, if you have ONLY one expense line which should go to a specific different project, depending how it. I imported both charges into my expense report. 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. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. Auto-suggest serves you quickly narrow down your search resultat by suggesting possible matches as him type. 5. 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. First time using Concur. 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 system does not allow you to import more. 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. 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. For more information about viewing, editing, or deleting expense reports, refer to the Expense Reports section of Expense. Hi, I have my expense report returned twice because my hotel. Complete all required fields and the optional fields as directed by your company. Attaching Receipts to Expenses Receipts can be added to existing Expenses. 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. You can choose from the following: a) In the top menu, click on Expense. On the next screen (Manage Expenses) click the link that reads "Active Reports". Select of two expense line items to be me. under the . Travel & Entertainment Card FAQs. Expense . An automated solution can help streamline these tasks. Single hotel charge split into two expenses. Regardless, the travel allowance wizard and menu appear only if you meet the. An automated solution can help streamline these tasks. I have two reports with different data. Have the user open their expense report on the app. is that all expenses where added to concur, and also several (if not: all) transactions where added as well. Report Number in Concur Expense Accounting Extracts . In order to browse up-to-date content, please go back to the main page of openSAP Microlearning. Ap. Once you select it, click Save. The Cash Advance administrator issues the cash advance in Concur Expense, and the company pays the actual cash to the employ ee. If a match is. 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). Click Upload Receipt Image to search and select the image from your files to append. The first step was to create your expense report by completing the Report Header in Concur. Any line with a payment type of “ Cash” in the Available. 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. Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. Itemize. 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. Concur Expense does not have the capability of creating reports by statement period, it only creates by Month or by Trip. This allows them to approve the report then choose the next person to approve. Repeat until the Remaining Amount is $0. Click on the Customize button. However, the true beneficiary of expense reports is the business owner. 0. a. Enter all necessary information for the itemization. Received this alert with a travel expense report: "This expense has no matching travel reservation. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. Automatically audit 100% of expense reports for fraud and compliance issues. expense report without adding a receipt image to the car rental expense entry, asApp Center Brochure: Amazon Business Integration. Verify the imported expense (s) appear in the Expenses list. Thank you, Kevin Dorsey. SAP Concur uses the Pending Card Transaction payment type, regardless of whether the admin has activated this payment type for the group. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. Aug 9, 2022 01:50 PM. This approver, usually by default, is very limited on what they can change on an expense report when reviewing it. Once total selected,. 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. 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. You are trying to combine to out of pocket expenses. Select the module from the top of the screen. . Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. g. Open your expense report and go. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. Aug 6th, 2022. . Dec 22, 2022 09:15 AM. The page refreshes, displaying the required and optional fields for the selected expense type. Get more out of your Concur with tips and tricks for Concur Expense. Thanks, GregWhen I try to combine the two expense items, system prompts me that the expenses cannot be combined. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. Eligible expenses meet all the following criteria: • The expense is from an itinerary, an e-receipt, or ExpenseIt. On the menu, click Expense > Manage Expenses (on the sub-menu). For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. Each meal expense is added to a Concur expense report under the expense type of Individual actual Meals. • Allocation view print format:Companies that use the allocation feature can allow users to see a summary of all allocations on an expense report. Yes, I figured it out. Select the two expense line items to be me. Take control of your travel program and see how travel dollars are spent. 4. 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. Android OS: Log into the SAP Concur mobile application. Select the two expenditures line items to be me. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. create a multi-city Expense Report in the Concur Expense Module. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. 3. Select the two expense line items to be merged. ), and other information. SAP Concur Community Manager. 1. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. Read the procedures 1. Transform your daily workflows and Merge Hotel Receipt. You will be taken to the Concur home page. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. From the left pane, go to the Reports menu. Users have this ability to merge or Combine Expenses when the two selected expenses are from varying sources. 2022 IDC Report: The Business Value of SAP Concur Solutions. At the top of the expense details they should see an option that says View Receipts. Simplify expense reporting and get more visibility into spending. 12 CYN, choosing. SHARE. Dec 22, 2022 09:15 AM. Initiating one Expense Merge: on the web download. View the Expenses in. The first step was to create your expense report by completing the Report Header in Concur. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . In Concur, click the Expense tab. With the report open, you will see an orange Approve button. (Below) Another option is to delete one of the two reports you need to combine. ) Click Create Report. There are 4 Concept Fields folders in the data warehouse, just so you know. . In the open Expense Report, select Add Expense. Bottom Line: Concur Expense is part of SAP Concur’s suite of expense and travel management apps that are best suited for midsize businesses. 00 Other Room Tax 1 2. We do encourage them to add multiple expenses to each report. Click the More icon on the top of the page. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. create a Travel, Entertainment, and Reimbursement Expense Report in the Concur Expense Module. Shouldn't she be able to combine in this scenario? Both entries endured already added to certain expense report. Clarified that the Combine button functions differently under the two different user interfaces – Legacy (current UI) and Next Generation (NextGen). For e. 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. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. 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. 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. But there is no Match button or. 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 received two charges from a hotel (a deposit and the actual charges). In the Expression Definition type “current_date” but without the quotation marks. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. Review or change the information as appropriate. Creating a Travel Expense Report. Click the desired report or click New Report to create a new one; The expense (along with receipt attached) is removed from the. I used a corporate card for the transaction as well. 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). To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. Add New Connection. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. 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. Can't access Concur Expenses. The IT help desk where I work hasn't got very far with solving this so I was wondering if anyone here could help. Log in to Concur via Single Sign-On. Click the Create New Report tile. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. If there are more than 60, repeat steps 1-2. Shouldn't she be abler to combine with this scenario? Both entrance were already added the an expense report. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. Select Available Expenses to locate the University Card transactions, i. About SAP Concur. . That way you can follow step by step in your actual expense report. With pdfFiller, it's always easy to work with documents. 2) Tap Move. Now it’s time to add expenses to your expense report and to add information to. Feb 1, 2021 11:43 AM. There are 4 Concept Fields folders in the data warehouse, just so you know. SAP Concur Community. Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. 5. g. Part Four – Adding TransactionsOne of our users does tried combining adenine credit card expense (with no receipt attached) to an expense created by ExpenseIt (with ampere sales attached) and the combine option does not appear. ME kn. Merging two expenses when one report has already been submitted and reimbursed. b. @jonwarr you should be able to click Report Details from your open expense report. Supplies. Supplies. SAP Concur Employee. On the Details menu in the Expense list of a report, select Allocation. 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. If I select all three, "Combine Expenses" is greyed out. Check the box next to one or more Travel & Entertainment (T&E) Card charges related to the event 4. If it is, then the user must add the company card charge to the same report, then the items will match. 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. Yes, I figured it out. If you still have questions after watching the video, let me know. Now it’s time to add expenses to your expense report and to add information to. Users find this particularly handy for expense claims with multiple per-diems. Add text, images, drawings, shapes, and more. Other reports has Only Order number. SAP Concur. Select every line item you wish to move by using the little checkbox. For a short demonstration click Itemizing Expenses (Legacy UI). 0. Then check the boxes further to the expenses. There are really two main ways this is handled: 1. I am with a new company now, and all they have are the canned reports that. I find the SAP Concur Mobile App - Feature List by. For example, an e-receipt line item can be merged with a credit card exchange. For a demonstration of our NextGen UI, click Itemizing Expenses. Jun 26, 2023 01:08 PM. The screenshot below shows an example from one of my demo sites. When I log onto SAP Concur the only tabs that I see at the top is 'Travel' and 'App Centre'. See these instructions on handling fraudulent charges in a report on what immediate actions to take and how to create the expense report. Select the Requests module at the top of the page 3. 3-26 Available to: Analysis Intelligence 3-26 Uses: Expense Data Travel / TripLink Data 3-26 Report: Invoice Billed Transaction Reconciliation - Detail (Calendar Month) 3-28To move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. is pending Financial Unit Approval, you may recall the. That way you can follow step by step in your actual expense report. sap concur adding card transactions expense report 2021_24 opensap-archive. For personal expenses paid for on a company card, it depends on how your company has the card program. The only way company card statements or transactions can come into SAP. 00 if purchased using the UConn travel card. Create a New Expense Claim. The expense first needs to be moved from a report into Available Expenses before you get the detach option. This is one way you can "assign" reports to people. Add the associated out-of-pocket expenses, attach the imported credit. . The app will present your phone’s camera to take a photo or click on “+ Expense. When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options. Note: Concur imports a maximum of 60 U-M Card transactions at a time. under the .