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). I'm assuming they have already attached one receipt to the line item in question. View Report Expenses by List or by Detail. under the . All the selected transactions will move to that report. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . The Select receipt from menu appers. g. From the Concur homepage, click Expenses near the top of the page. 0. Log in to Concur via Single Sign-On. 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. 8. If I select all three, "Combine Expenses" is greyed out. 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. Unable to combine separate expenses for single reservation. The Report Library View displays Active Expense Reports. . If the Append button does not appear, click Save Expense and reopen the Expense Item. - or - On the menu, click. Selecting the two expenses line items to be me. 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. It helps eliminate paper receipts and makes it easier for you to complete your. Under Expense Settings, Select Expense Credit Cards. Read the User Agreement. Last Revised: November 3, 2022 . Aug 9, 2022 01:50 PM @LoriAux open the report with the transactions yourself want to go. Includes cost object information and expense report type. You may choose to manage your own preferences. SAP Concur Community Manager. If you are on the SAP Concur Expense Legacy UI, the Recall. 2. 1 - Transactions 360. Repeat until the Remaining Amount is $0. under the . I don't think this is quite as complicated as that situation. Request, and click . 1 - Transactions 360. is pending Financial Unit Approval, you may recall the. T&E Card 3. 12 CYN, choosing. Sign into SAP Concur to access your home page. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation. 1. In order to browse up-to-date content, please go back to the main page of openSAP Microlearning. Please try and let me know how it goes. Non Reimbursable/ Personal. 5. 0. Click the Expense Report with the status of Not Submitted that you want to delete. You should be able to delete it. We would like to show you a description here but the site won’t allow us. Identify the applicable . (The fields that appear on this page are defined by your company. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. 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. SHARE. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. Employees will be able to book their trips directly with our travel partner without ever leaving. Travel Start Time: time leave official headquarters or your. We address the ones who are submitting too many unnecessarily. When creating Expense Reports in Concur, it is essential to link your approved Travel Request to your Expense Reports. Check the box next to one or more Travel & Entertainment (T&E) Card charges related to the event 4. From an open expense report, click the Hotel line item. 7. 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 . 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. 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. Best regards. 3) On the Select Report screen, tap the desired expense report. 2. 00. Aug 8, 2022 03:10 PM. To recall the report: Navigate to the Expense tab at the top of the SAP Concur homepage. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. Once the receipt has been added, you will be taken back to the expense details. Next, have the user drill into the expense line item. 100 Mobile release. 3. Edit the Report period. Click Create Itemization. • If the University/Agency travel card was used, expenses will be properly allocated. Learn more . 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. Employees naturally expect any personal funds expended for business to be paid back to them. On the landing page of the application, go into Expense Reports. To create a claim: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Claim. 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. On the Report Header screen, complete all required (compulsory) fields. SAP Concur Community Manager. Report Details, select the . a. Select every line item you wish to move by using the little checkbox. One reports has Order Number, Serial number etc. Use reclaim extraction factors atWe would like to show you a description here but the site won’t allow us. Also, you’ll be guided to helpful resources for both end users and admins as. To move a manually created expense to another report: With the report open, select the check box of one or more expenses. When the company card charge comes in, it will match to the Pending ExpenseIt item. The Number of nights will auto-populate based on the Check-in and Check-out. I used a corporate card for the transaction as well. I think what is happening is that the Delete button you mentioned is for deleting an expense from the report, not to delete the entire report. - Separate and delete the "fake" expense. . We also run a report on the number of reports an associate is submitting each month. SAP Concur Employee. Creating a Travel Expense Report. Report Details, select the . I kn. The ChartFields default from your Concur Profile. If a match is. Matches that Need Confirmation: 1 New Expense Exceptions Expense Type O ther Expenses auick Expenses Date 10/18/2018 Amount. Create Expense Report . auto-create an expense report from that trip. 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. One of our users has tried combining a recognition ticket expense (with nay receipt attached) to an expense created through ExpenseIt (with a check attached) and the combine option does not appear. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file. From the left pane, go to the Reports menu. Sort the Expense List. 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. 12 CYN adding an additional transaction negative for -360. Hello. Have your company card administrator "hide" them from your view. How ca i merge them together ? acted did see any merge menu when i choose these two. View the Expense Details. To append additional receipts or documentation to the Expense. This user must also be assigned the Expense Processor role. Add text, images, drawings, shapes, and more. Simplify expense, travel, and invoice management with SAP Concur. The first would be from the expense details at the line item level. The custom query does need to be built by each processor when they are logged into SAP Concur. 3. This means you can run reports that others have created. What this does is every time you run the report, you can choose the data range you want. ; In the pop-up that follows, hover over the expense you want to select as the master expense and click Select. Click the radio button for the From date. At a certain. 2. Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. Once selected, click the Move button. The Report Library displays a list of Expense Reports. Not sure why this alert appears and do. To merge or combination expenses: Go into your Price Report. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. - Separate and delete the "fake" expense. 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. This integration reduces the time and effort. 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. As part of Concur Expense: Reconciling Non-Employee Travel, you will often need to import expenses you made on your Travel Card or in Concur. 27. 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. Click OK. In Concur, click the Expense tab. Select to two expense queue items to subsist me. Request, and click . Skip to Step 7 below. When the allocate line appears, look for the Cost Center or Department field and enter the old department. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. Hi, I have my expense report returned twice because my hotel. For a demonstration of our NextGen UI, click Itemizing Expenses. 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. To create and submit an expense report in the web version of SAP Concur: 1. Once total selected, look for the Move button. The rule conditions would depend on what information is being included in the emails sent out for your Concur setup. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. 3. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. First time using Concur. So, for your example you can select Sent for Payment Date from September 30 to October 31. In the Expression Definition type “current_date” but without the quotation marks. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. 2. It helps eliminate paper receipts and makes it easier for you to complete your. Employee Reimbursement System. Unions are great for taking two data sets that have the same. ii) Copy a previously submitted expense claim. A pop-up will appear containing two tabs, one for Available Expenses, the other to Create New Expense: Available Expenses holds University card transactions. This will open the allocate window. I think the issue is twofold: 1. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. g. 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. yesterday. . To unite with combine spending: Go into your Expense Report. Get more out of your Concur with tips and tricks for Concur Expense. Select your desired Expense Report from the Report Library. Group the Expense List. Select the claim that you decided will be the one to submit. The Select receipt from menu appers. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. You will only be able to delete expense reports or cash advance requests that have not yet been submitted. 2) Tap Move. @jonwarr you should be able to click Report Details from your open expense report. 00 Other Room Tax 1 2. Thanks. There are 4 Concept Fields folders in the data warehouse, just so you know. Click on that and it should show you what itinerary is assigned. From the drop down, choose the best option for past reports. This only happens if the Pending Item is not already on an 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. • Allocation sepa rator: This symbol separates. You will be taken to the Concur home page. b. The Manage Expenses page displays. I believe one says Assigned Itineraries. @S0018407879 Thanks for posting in the SAP Concur Community. Tips will be demonstrated in a live Concur environment via webinar. Apr 7, 2021 09:21 AM. Receipts are required for expenses over $25. I received the Diners Club card statement and the charge appears in the statement. Log in to the Concur mobile app and select “Receipt. If there are more than 60, repeat steps 1-2. This web-based service provides the tools you need to request. Expense splits the combined item into the original two items. I am with a new company now, and all they have are the canned reports that. I can't find a way to combine all three expenses. To add. 4. 1. Delete the report. At this point. Enter values in the corresponding fields . To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . Review or change the information as appropriate. by LovelyAsmolo in Concur Expense Saturday . Have them select that option to see the current receipt. Getting Started. So, for your example you can select Sent for Payment Date from September 30 to October 31. Personalize views with interactive dashboards and customizable reports. Review the E-Receipt Activation confirmation message verifying that you have signed up to receive E-Receipts. Amount. 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. 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. For the data you are looking for including Account Numbers, that is usually data. Contact us today. 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. Users have the ability at merge or Combine Expenses when the two selected expenses belong from different sources. 2. What this does is every time you run the report, you can choose the data range you want. Hope this helps. Eligible expenses meet all the following criteria: • The expense is from an itinerary, an e-receipt, or ExpenseIt. Click Accept. I'm assuming they have already attached one receipt to the line item in question. With Analytics you and your stakeholders can: See up-to-date data to drive actionable insights. This web-based service provides the tools you need to request and book travel, as well as create, and submit expense reports. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. I imported both charges into my expense report. Shouldn't she be able to combine in this scenario? Both entries were even added to an expense report. be deleted by approvers and must be deleted by the user or their. For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. Open your expense report and go into the expense entry to which you need to attach multiple receipts. KevinD. unable to update business purpose in expense report . Available Versions: 2023_10 ; 2023_09 ; 2023_08 ; 2023_07 ;The SAP Concur profile is different from the profile you created here on this Community. Concur Expense; Concur Invoice; Align Trip; Additional Products; General;. OR. 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. You should see a drop down menu of options. Concur Expense. 01 USD or which currency is the mismatching for and press Save. Expenses are added as part of the Concur report process (Concur Expense: Creating a New Expense Report). However, there are two types of approvers in SAP Concur. 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. 4. It will give you a list of all claims you have created. 3. Click the Create New Report tile. Choice the two expense line items to be me. 3. 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. 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). Now it’s time to add expenses to your expense report and to add information to. Enter Check-in and Check-out dates. Read the procedures 1. 2. 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 have our employees to submit their expenses within 14 days of incurring the expense. @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. To merge: Go to Expenses on the left sidebar. In the Expression Definition type “current_date” but without the quotation marks. Then each of those National Directors can use the Approve & Forward option. What you could do is assign the small group of people a National Director as their default approver. Just make it a one day stay. Concur Expense. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. We address the ones who are submitting too many unnecessarily. Learn when receipts are required and how to upload them to Concur. b. Aug 1, 2018 04:19 PM. This takes you to the Manage Expenses screen. 12 CYN, choosing. Solved: Dear, Currently I have an expense (Hotel) in my report which gives an " This expense cannot be submitted until it is matched to an. You can select Append on a previously used receipt or document, if displayed. I need to expense them as one expense. - Separate and delete the "fake" expense. This means the system believes you paid for your travel bookings of Airfare, Car Rental and/or Hotel and ExpenseIt items with a corporate credit card and is waiting for that transaction to upload into your Available Expenses. I am with a new company now, and all they have are the canned reports that Concur provides which. You will be given options on how to add the receipt. With the report open, you will see an orange Approve button. Select the two expenditures line items to be me. I imported both charges into my expense report. 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. 100 Mobile release. I received the Diners Club card statement and the charge appears in the statement. Attaching Receipts to Expenses Receipts can be added to existing Expenses. The first step was to create your expense report by completing the Report Header in Concur. I selected the two expenses on the left side of my expense report. We do encourage them to add multiple expenses to each report. To filter the results, select an option in the View list: To view the expense source (s), click anywhere in the row – other than the check box or. If you want to combine the cc with you expense - Tick the cc and the expense, select Combine expenses. Log in to Concur via Single Sign-On. An ExpenseIt entry and a corresponding credit card transaction in an expense report can be matched by clicking on the Combine button. ) 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. Click the radio button for the From date. On the menu, click Expense > Manage Expenses (on the sub-menu). A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. The permission is for what some term as Back Office approval of the expense report. Consolidate your spending data. This occurs when the user moves an Available Expense to their expense report. (Below) Another option is to delete one of the two reports you need to combine. Then check the boxes further to the expenses. Click the Combine Expenses button. Identify the applicable . To connect or combine expenses: Go into your Charge Report. 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. 0 2 1,585. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. Automated, fast, and accurate expense reporting helps you improve productivity, compliance, and control over spend. Concur Expense customers are now able to offer their employees - who purchase items through Amazon Business - the ability to add their expenses to a report, view the e-receipt, and then submit, instead of having to download and import receipts or fill out forms for each expense. Report Header. SAP Concur Community. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. Click the Reservation link (on the expense report) to view the reservation on the Expense Source page. U-M uses the Concur Expense Tool, accessible through Wolverine Access, for employee business expense reconciliation, including both PCard and out-of-pocket expenses. Users have the ability to merge or Combine Expenses when the double chosen expenses are from different sources. Enter the Transaction date which is your checkout date. We solve big problems, small problems, and problems you didn’t know you had. Expense Report Process. For a short demonstration click Itemizing Expenses (Legacy UI). We would like to show you a description here but the site won’t allow us. See these instructions on handling fraudulent charges in a report on what immediate actions to take and how to create the expense report. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. After you click it a date field will pop up. P. If I select all three, "Combine Expenses" is greyed out. Select a Report Purpose from the dropdown 7. After the batch is closed, the payment will be processed in 3 business days and the ACH will be deposited into the employee’s bank account. I don't think this is quite as complicated as that situation. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. 0 Kudos This means the system believes you paid for your travel bookings of Airfare, Car Rental and/or Hotel and ExpenseIt items with a corporate credit card and is waiting for that transaction to upload into your Available Expenses. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Appending a new receipt will combine both receipts into a multi-page PDF file. I know that there should also be an expenses one which is the one that I actually need to use. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. 2. Action. 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. 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?. 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. 🙂. It will give you 4 options, the first two of which are the best IMO. Now Give the Connection Name and Description, for key and Secret we need to go to Concur tenant we want to connect and register a Partner application with Proper Authorization. Used example, at e-receipt row item can be merged with a credit card deal. As a reminder, all travel by University employees which includes. It makes itemizing the 5 different expense categories difficult. 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. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. Select the couple cost line items to be me. Expense splits the combined item into the original two items. Add an item from your Available Expenses library (for example, card charge, e-receipt) to your report. Continue to drive business and end-user adoption forward with tools to help optimize your SAP Concur solutions. University Paid Payment Types: these payment types are for information purposes only to document travel expenses which were paid by. 1 Solution. Users have the ability to merge or Amalgamate Expenses when the two selected spending are from different sources. Oct 6, 2022 01:21 PM. Under . • Allocation view print format:Companies that use the allocation feature can allow users to see a summary of all allocations on an expense report. Look to see if the Delete button has become active. From this page, you can check the status of any submitted report: Concur Expense Concur Travel. Click the Combine Expenses button. Unable to combine separate expenses for single reservation. 🙂 So, on hunch I went into your account and looked at one of your expense reports. button to recall it and make edits. 2. Select the module from the top of the screen. Click Add. For the ability to manually combine expenses on mobile, I would suggest that you keep an eye on the SAP Roadmap Explorer and the SAP Concur Mobile App Release Notes. Click Itemize or Nightly Lodging Expenses. After reviewing your expenses and attaching your receipts, click Submit Report to submit your report for approval: Accept & Continue the certification statement: The report is submitted, and its status is listed in the Active Reports list. Transactions will be listed in the employee’s Available Expenses or may auto-assign to an Expense Report.