The report is found when you are in. But there is no Match button or Combine button. Concur will create another expense line with the same information, with one day added to the date. 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. Click the Delete button. Oct 6, 2023 Knowledge. (Below) Another option is to delete one of the two reports you need to combine. 2. 3. The expense report page appears, ready for you to add expenses. After you click it a date field will pop up. Includes cost object information and expense report type. 100 Mobile release. plies to these SAP Concur solutions: Expense Professional/Premium edition. create a Travel, Entertainment, and Reimbursement Expense Report in the Concur Expense Module. Customer have the ability to merge or Combine Expenses when the two selected expenses are from diverse sources. Create the expense as usual and click the Itemization tab (instead of Save Expense ). Go into the SAP Concur Mobile app and click Expense at the bottom of the app home screen. g. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. To connect or combine expenses: Go into your Charge Report. When I log onto SAP Concur the only tabs that I see at the top is 'Travel' and 'App Centre'. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. It has increased time spent on an expense report which takes away valuable time from doing a job. unable to update business purpose in expense report . - Send again the CC to the report and you will be able to combine it with the Expense. Then check the boxes further to the expenses. Select the desired Unsubmitted Expense Report. 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. 3. Select all expenses and click Allocate Selected Expenses. 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. Enter values in the corresponding fields . 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation. Select Available Expenses to locate the University Card transactions, i. Method 1: To start from Concur Requests:. Add New Connection. On the Expense screen, click the +. With the report open, you will see an orange Approve button. by LovelyAsmolo in Concur Expense Saturday . For a short demonstration click Itemizing Expenses (Legacy UI). Review the E-Receipt Activation confirmation message verifying that you have signed up to receive E-Receipts. 1 - Transactions 360. 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. This will put the the MasterCard charge back in your available expenses. under the . Click the desired report or click New Report to create a new one; The expense (along with receipt attached) is removed from the. Select the Requests module at the top of the page 3. If you still have questions after watching the video, let me know. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. 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). Once selected, click the Move button. 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. Received this alert with a travel expense report: "This expense has no matching travel reservation. 2. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. This means you can run reports that others have created. Expense splits the combined item into the original two items. - or -. 1. Hope this helps. Click 'copy' at the right of the expense lines. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). 6. Click the radio button for the From date. Check the box next to your desired transaction to select it. Expenses are added as part of the Concur report process (Concur Expense: Creating a New Expense Report). In Concur, click the Expense tab. 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. This web-based service provides the tools you need to request. you can actually combine them or let the system combine them. It will give you 4 options, the first two of which are the best IMO. 2. 1. 1 - Transactions 360. This guide provides instructions on how to create an expense. Hi, I have my expense report returned twice because my hotel. Learn how to use Concur Expense to automatically manage your expenses, and how to create and submit your expense claims. Employees must verify their Email IDs to receive the receipts for. Creating a Travel Expense Report. 1. • Company Bill Statement Processor: This role views and updates statement reports in Expense Processor. Concur recommends limiting expense reports to less than 100 individual expenses per report. An ExpenseIt entry and a corresponding credit card transaction in an expense report can be matched by clicking on the Combine button. For e. Click the checkbox next to the two. Return to Expenses to view the Expense with the newly attached receipt and attach it to an Expense Report at any time. UATP-Delta Airlines. How Concur identifies and combines expenses in a report. 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. Super User. Please pass this forward to the development team. If its possible what are the steps to be followed. The e-receipt information may not contain all line items, usually due to credits or returns. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. Automate Expense Reports. March Expense Professional Release notes. If employees create monthly expense reports that match. Enter Transaction Detail by Account in the search box. Attaching Receipts to Expenses Receipts can be added to existing Expenses. Click the Combine Expenses button. The custom query does need to be built by each processor when they are logged into SAP Concur. Sign In. Finance. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. 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). . Tips will be demonstrated in a live Concur environment via webinar. 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. 3K. I selected the two expenses on the left side of my expense report. 4. 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. Submit them on an expense report. To merge or combine expenses: Go into your Expense Report. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. Learn more . Please perform the keep: - Drive the CC expense from you report to expenses. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. Part 3: Enable travel-related options: Allow users to combine expense into a single merged expense. On the Confirm Delete message, click Delete. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). 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. Choice the two expense line items to be me. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. I have a hotel stay and for some reason it charged the card in two transactions. Shouldn't she be abler to combine with this scenario? Both entrance were already added the an expense report. SAP Concur. Jun 5, 2018 02:45 PM. Click Add. Click Move to. However, the true beneficiary of expense reports is the business owner. The University of Delaware will launch a new Travel & Expense Management program to all University employees in 2019. Repeat until the Remaining Amount is $0. Appending a new receipt will combine both receipts into a multi-page PDF file. Concur Expense ensures all of the details—including the amount, date of the transaction, vendor, expense type and location—are accurately captured and. Enter Check-in and Check-out dates. It will give you a list of all claims you have created. button to recall it and make edits. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. Up merge or combine expenses: Walk into your Expense Report. o Enter Duty Station and Residence City, and Residence State if not populated. Unions are great for taking two data sets that have the same. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. On the Expense Source page, click Separate (bottom of the window). Contact us today. When the company card charge comes in, it will match to the Pending ExpenseIt item. Use this process while creating a report in Concur (Concur Expense: Creating a New Expense Report) and adding an expense (Concur Expense: Adding an Expense) that includes attendees, such as an Official Function. All depends on your instructions to your employees and what information you have in your card feeds. The rule conditions would depend on what information is being included in the emails sent out for your Concur setup. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. I'm assuming they have already attached one receipt to the line item in question. Thanks Angela. Once total selected,. Intelligence. You will be given options on how to add the receipt. With Analytics you and your stakeholders can: See up-to-date data to drive actionable insights. Review, Approve & Audit Built-in workflow. If you want to combine the cc with you expense - Tick the cc and the expense, select Combine expenses. This is the assigned manager for the employee. @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. Auto-suggest serves you quickly narrow down your search resultat by suggesting possible matches as him type. . Use the Expense Type Lodging Deposit (Checkout Credit) and enter the deposit as a negative amount. NextGen UI. 00 Not Submitted I Report Number: SA8S14 rint/Share v Manage Receipts v View Available Receipts Ele-Receipts in Concur . For personal expenses paid for on a company card, it depends on how your company has the card program. Yes, I figured it out. 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. 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). It makes itemizing the 5 different expense categories difficult. Thanks. 1: To begin, first select the expense you would like to itemize. The IT help desk where I work hasn't got very far with solving this so I was wondering if anyone here could help. If what I described is not available, then from your report, select all the line items. To move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. This course is intended for advanced Concur users who are interested in ways to make their expense reporting activities more efficient. We address the ones who are submitting too many unnecessarily. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. 1 Solution. About SAP Concur. To combine expenses away Available Expenses: From. On the menu, click Expense > Manage Expenses (on the sub-menu). Identify the applicable . A lot of our customers use the processor approval as the final approval for the expense report. 12 CYN adding an additional transaction negative for -360. Other types of expenses like hotel orStep Four: Hear what your business expense tracking is telling you. As a user you have access to all your Expense Reports and can view them anytime. Hello. Have them select that option to see the current receipt. This user must also be assigned the Expense Processor role. 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. When the new expense opens, click. On the Details menu in the Expense list of a report, select Allocation. ) Click Create Report. Using Expense Pay. You should be able to delete it. Have your company card administrator "hide" them from your view. The first step was to create your expense report by completing the Report Header in Concur. 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. 3. Thank you, Kevin Dorsey. Complete all required fields and the optional fields as directed by your company. The software update is not user-friendly or has improved the product. Click the Create New Claim tile. When the Manage Expenses sub-menu appears, click the + Create New. Click on the Expense Report you want to add a receipt to or Create a New Report. Yes, I figured it out. • Allocation sepa rator: This symbol separates. 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. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. forms filled out. 2. For example, and e-receipt line single can must merged with a credit cards transaction. I used a corporate card for the transaction as well. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. Click on the Add Receipt icon. Aug 8, 2022 03:10 PM. Bottom Line: Concur Expense is part of SAP Concur’s suite of expense and travel management apps that are best suited for midsize businesses. You are trying to combine expenses line items that have different expense types. - You will see that there is and expense already combined. Select Add a New Personal Card. The first image (Receipt) were uploaded with the Receipt feature. Ensure that there are no receipt images attached to the selected expense line items. 27. 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. Pros: *Multiple approvers can approve the same report at the same time. 00 Other Room Tax 1 2. Solved: One of our users has proven combining a credit card charge (with no receipt attached) to einen expense created over ExpenseIt (with a receipt SAP Concur Community Sign With 1. See these instructions on handling fraudulent charges in a report on what immediate actions to take and how to create the expense report. Click the desired expense type. 00. Employees can easily book and manage travel, create and submit expense reports, and approve invoices — all from anywhere and at any time. You should see a drop down menu of options. Please perform the keep: - Drive the CC expense from you report to expenses. Enter the Transaction date which is your checkout date. (The fields that appear on this page are. 2. The expense report page appears, ready for you to add expenses. Users have this ability to merge or Combine Expenses when the two selected expenses are from varying sources. I'm assuming they have already attached one receipt to the line item in question. Aug 9, 2020 03:30 AM. . Then you can add the other PCard transactions that fall in the statement report date range to the report. Identify the applicable . SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. Eventually, the employee must create one or more expense reports (depending on configuration) to account for the cash. View Report Expenses by List or by Detail. • Can run for… Range of Time Specific employees Specific expense types Trip/Report types Creating a New Expense Report . In the open Expense Report, select Add Expense. I think the issue is twofold: 1. To view a linked travel reservation: 1. Another option is through the Concur app. The following required configuration options ensure archival of the most appropriate data used in your Analysis/Intelligence reports. Requests, on the Quick Task Bar. 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. 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. 1) To attach a receipt on the Select receipt from menu, tap: • Take Photo to use your. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. Verify the imported expense (s) appear in the Expenses list. Have them select that option to see the current receipt. The system does not allow you to import more. Shouldn't she be able to combine in this scenario? Both entries were even added to an expense report. To do so, add a Data Item from the Toolbox and name it Current Date. Then each of those National Directors can use the Approve & Forward option. SAP Concur Community. This data co mes directly from the supplier and provides the user with a complete receipt image linked to their expense item. Note: Concur imports a maximum of 60 U-M Card transactions at a time. The system isn't designed to do that. From the Filter Condition field, click the drop down arrow then select Range. You’ll see these expenses in your Available Expenses list. 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. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. Reduce time spent on expense reports by streamlining the process. 2: Select the tab to . Click the radio button for the From date. Select of two expense line items to be me. Review, Approve & Audit. Click Save. The Number of nights will auto-populate based on the Check-in and Check-out. It intention give to of option to movement to new news or to a current view. To unite with combine spending: Go into your Expense Report. Received this alert with a travel expense report: "This expense has no matching travel reservation. You are trying to combine to out of pocket expenses. Verify the imported expense (s) appear in the Expenses list. Click the Combine Expenses button. Aug 1, 2018 04:19 PM. Concur Creating Expense Reports as a Delegate . Browse . Jun 26, 2023 01:08 PM. On the menu, click Expense > Manage Expenses (on the sub-menu). This will bring up all reports in the Approved & In Accounting Review status. The other 4 card transactions would need to be separate expenses, with supporting documentation to comply with your company policy such as a receipt image. The page refreshes, displaying the required and optional fields for the selected expense type. Apr 7, 2021 09:21 AM. UATP-American Airlines. Users have the ability go merge or Combine Expenses when one two selected expenses are from different sources. Select the two expense line items to be me. Android OS: Log into the SAP Concur mobile application. • An expense report is submitted after the trip to post expenses to accounts • If the employee is out of pocket for any expenses this will generate a reimbursement payment. First time using Concur. ) 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. 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. Once the card charge is added, you can select both items (using the little checkbox to the left) and then click Combine. Now it’s time to add expenses to your expense report and to add information to. Select the couple cost line items to be me. Personalize views with interactive dashboards and customizable reports. Enter all necessary information for the itemization. Log in to Concur via Single Sign-On. - Separate and delete the "fake" expense. On the menu, click Expense > Manage Expenses (on the sub-menu). This resource is also available for download on the Concur page of the Travel Services website. •2. Select the couple cost line items to be me. Select the two expense line items up be me. Select Itemize from the lower right corner of the line time. It also depends on the Source for the expense e. App Centre. Expense Processor. I'm not sure why SAP Concur didn't match the two together automatically. Merging two expenses when one report has already been submitted and reimbursed. Attaching Receipts to Expenses Receipts can be added to existing Expenses. From the reports list, press + at the bottom of the screen. You cannot actually assign reports to specific processors. (Instructions for installing the app are at the end of this email. 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. SAP Concur Community Manager. For example, with e-receipt line item can be merged with a credit card transaction. Used example, at e-receipt row item can be merged with a credit card deal. On the landing page of the application, go into Expense Reports. - You will see that there is and expense already combined. . To start an Expense Report click . g. - Separate and delete the "fake" expense. Log in to Concur via Single Sign-On. 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 . For a short demonstration click Itemizing Expenses (Legacy UI). Expense reports that exceed this limit can cause problems during workflow routing as audit rules are applied to reports. Simplify expense, travel, and invoice management with SAP Concur. 2. For example, an e-receipt line item bottle be merged with a credit select operation. Concur TripLink connects trips, travelers, and itineraries across channels to enhance and simplify the entire travel experience. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. How Concur identifies and combines expenses in a report. @jessicaholt1983 Thanks for posting in the SAP Concur Community. We have some customers who might allow their employees to submit one single mileage expense for the month, however this is not very common or what I would consider best practice. Get more out of your Concur with tips and tricks for Concur Expense. The app will present your phone’s camera to take a photo or click on “+ Expense. 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. "Expense" in the upper left corner. Creating a Travel Expense Report. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. 1. Check the box next to your desired transaction to select it. Employees naturally expect any personal funds expended for business to be paid back to them. Select whichever option works for you. Eligible expenses meet all the following criteria: • The expense is from an itinerary, an e-receipt, or ExpenseIt. 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. Complete all required fields and the optional fields as directed by your company. Employees will be able to book their trips directly with our travel partner without ever leaving. @EdwinaM you cannot combine entries that have the same payment type, so what you experienced is by design. The Available Expenses section is located in the middle of the Manage Expenses page, as well as on the Concur landing page: The table for available expenses is at the bottom of the expenses page. From the Best Practices Dashboard to configuring approval flows to an online Help menu in 21 languages, this eBook covers everything you need to know to get the most out of your Concur solution. (If on the Legacies UI, Name the two expense line items, and click Combine from the list of options that wishes appear to the right) You ca also combine expenses von your list of Available Expenses before you are added into an expense report. 12 CYN,. Concur Expense does not have the capability of creating reports by statement period, it only creates by Month or by Trip.