To merge or create expenses: Go into you Expense Report. 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. Help says I can combine the charges by using Match (I think) or Combine. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. ii) Copy a previously submitted expense claim. Repeat until the Remaining Amount is $0. When the Manage Expenses sub-menu appears, click the + Create New Report tile; or Unable to combine separate expenses for single reservation. That should hopefully do the trick. Matches that Need Confirmation: 1 New Expense Exceptions Expense Type O ther Expenses auick Expenses Date 10/18/2018 Amount. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. Enter all necessary information for the itemization. This data co mes directly from the supplier and provides the user with a complete receipt image linked to their expense item. Click Save. release note in the. Aug 9, 2022 01:50 PM @LoriAux open the report with the transactions yourself want to go. This issue is preventing me from submitting the expense report to my company for the airfare payment. How to Itemize an Expense . Initiating one Expense Merge: on the web download. Initiating one Expense Merge: on the web download. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. never be pulled into a report without the transaction. Then check the boxes further to the expenses. 1 - Transactions 360. Yes, I figured it out. As a reminder, all travel by University employees which includes. So, for your example you can select Sent for Payment Date from September 30 to October 31. A pop-up will appear - click the. Best regards, RohanFrom here select Process Reports. create a Travel, Entertainment, and Reimbursement Expense Report in the Concur Expense Module. Please perform the keep: - Drive the CC expense from you report to expenses. . NextGen UI. 7. It's a customizing? Thanks. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. If you still have questions after watching the video, let me know. - You will see that there is and expense already combined. From an open expense report, click the Hotel line item. Select the Requests module at the top of the page 3. First time using Concur. Click the drop down arrow, then select All Purchasing Cards to see your PCard transactions. 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. Method 1: To start from Concur Requests:. For example, an e-receipt line item bottle be merged with a credit select operation. Concur recommends limiting expense reports to less than 100 individual expenses per report. Requests, on the Quick Task Bar. So, depending on your role at your company, there is a good chance that you would not be allowed to have this permission. 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. Select a transaction, then click the Move button and select To New Report. Return to Expenses to view the Expense with the newly attached receipt and attach it to an Expense Report at any time. Tips will be demonstrated in a live Concur environment via webinar. One was 12,500 TRY and the other is just over 3,000 TRY. If what I described is not available, then from your report, select all the line items. Admin. Login to SAP Analytics Cloud and Click on Connection. 8. 2: Select the tab to . The first image (Receipt) were uploaded with the Receipt feature. Select Concur. All the selected transactions will move to that report. Doing so reduces data entry for our travelers/delegates and ensures that all information in the system is properly connected. Combine expense and invoice data from your SAP Concur solutions and Xero in just one click. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. This integration reduces the time and effort. 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. SAP Concur solutions help you simplify your company expense process and make life easier for employees. We also run a report on the number of reports an associate is submitting each month. We turn the difficult into simple, make the unknown known, and put an end to tedious tasks. 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. To create a claim: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Claim. The queries take about 2 minutes to create. @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. ”. You may save it as a PDF, email it, or upload it to the cloud. 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. ; In the pop-up that follows, hover over the expense you want to select as the master expense and click Select. 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. This guide provides instructions on how to create an expense. At this point. 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. Thanks. You can view a linked travel reservation via an expense report in NextGen UI for Concur Expense. Help says I can combine the charges by using Match (I think) or Combine. Users have the ability to amalgamate instead Combine Expenses when the two selected expenses exist from different sources. Log in to Concur via Single Sign-On. 2022_01. If you still have questions after watching the video, let me know. UATP-Delta Airlines. You are trying to combine to out of pocket expenses. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. Watch the video Read the procedures 1. On the Expense Source page, click Separate (bottom of the window). By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. Learn how to split expenses between account codes or funding sources. button to recall it and make edits. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. 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. You cannot actually assign reports to specific processors. This means you can run reports that others have created. 0. 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. Dec 12, 2022 03:46 PM. 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. So we have to manually upload the same invoice for 100+ expenses and explain it. , refer to those KBA's. 1) To attach a receipt on the Select receipt from menu, tap: • Take Photo to use your. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. Employee Reimbursement System. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. - You will see that there is and expense already combined. This will open the allocate window. The Nightly Lodging Expenses Tab will appear. 2. In the Amount field add the total amount of the hotel bill. Learn recommended best practices and helpful hints to improve your Concur experience while building expense reports. Browse . Expense splits the combined item into the original two items. Click the checkbox next to the two expenses you wish to combine. Concur Expense: How can I merge two expenses stylish concur; Options. Click the expense report you need to recall. If these two line items are supposed to be one expense, just delete one of them. Manage travel and expenses anywhere, anytime with Concur's Mobile App for iPhone®, iPad®, Android™ and BlackBerry®. 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. To merge or combination expenses: Go up your Expense Report. Once selected Click Allocate. 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. Click the desired expense type. 3. The expense user logs in, creates an expense report and fills out header information. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. Create Expense Report . Transactions will be listed in the employee’s Available Expenses or may auto-assign to an Expense Report. Sign into SAP Concur to access your home page. 1. In the open Expense Report, select Add Expense. Once you select it, click Save. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. You can edit them for this Report, if necessary. The University of Delaware will launch a new Travel & Expense Management program to all University employees in 2019. Select Add a New Personal Card. Hope it helps. Review the E-Receipt Activation confirmation message verifying that you have signed up to receive E-Receipts. 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. Regardless, the travel allowance wizard and menu appear only if you meet the. UATP-United Airlines. 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. When it does, it should match up to the Pending Card Transaction item. 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. Tip: For easy access to Concur, favorite the “Expense. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. a. As a user you have access to all your Expense Reports and can view them anytime. Click 'copy' at the right of the expense lines. Request, and click . 0. Other reports has Only Order number. 1. To manually add an expense to a report: With the report open, click Add Expense > Create New Expense. you can actually combine them or let the system combine them. 100 Mobile release. - Send again the CC to the report and you will be able to combine it with the Expense. Clarified that the Combine button functions differently under the two different user interfaces – Legacy (current UI) and Next Generation (NextGen). 12 CYN, choosing. So, for your example you can select Sent for Payment Date from September 30 to October 31. 12 CYN adding an additional transaction negative for -360. Log in to the Concur mobile app and select “Receipt. Received this alert with a travel expense report: "This expense has no matching travel reservation. If you see Reporting, mouse over and let me know what you see. Can't access Concur Expenses. • 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. Pros: *Multiple approvers can approve the same report at the same time. Ap. Concur Expense does not have the capability of creating reports by statement period, it only creates by Month or by Trip. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. Using the Concur Mobile App. Click Save. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. The first type is what we call an Expense Approver. In the Expression Definition type “current_date” but without the quotation marks. - Send again the CC to the report and you will be able to combine it with the Expense. Click the Delete icon next to the Report Name. Creating a Travel Expense Report. How ca i merge them together ? acted did see any merge menu when i choose these two. Just make it a one day stay. One reports has Order Number, Serial number etc. Employees will be able to book their trips directly with our travel partner without ever leaving. Receipts are required for expenses over $25. Enter a Report Name (whatever you want to call it so that the Report will be easily identifiable to you). is not pending approval or is already approved, select the. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. " The trip was booked through Concur. Click Upload Receipt Image to search and select the image from your files to append. - Separate and delete the "fake" expense. Click Create Itemization. You can select Append on a previously used receipt or document, if displayed. How will the system know which one to use?To create an expense report using Android: Open the SAP Concur mobile app. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. Submit them on an expense report. We solve big problems, small problems, and problems you didn’t know you had. 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. However, the true beneficiary of expense reports is the business owner. 2. Simplify expense reporting and get more visibility into spending. This is one way you can "assign" reports to people. 3. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. The e-receipt information may not contain all line items, usually due to credits or returns. See these instructions on handling fraudulent charges in a report on what immediate actions to take and how to create the expense report. I have two reports with different data. In order to browse up-to-date content, please go back to the main page of openSAP Microlearning. You can combine a cash or pending card transaction item to a. It makes itemizing the 5 different expense categories difficult. Another option is through the Concur app. 2. Selecting the two expenses line items to be me. Concur Expense; Concur Invoice; Align Trip; Additional Products; General;. 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. Request, and click . Today, we’re pleased to announce a new Amazon Business Integration for Concur Expense. You can select multiple expenses to allocate all of them to the same chart string if desired. I can't find a way to combine all three expenses. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. Skip to Step 7 below. Click Expense at the top of the screen. Open your expense report and go into the expense entry to which you need to attach multiple receipts. On the Report Header screen, complete all required (compulsory) fields. This course is intended for advanced Concur users who are interested in ways to make their expense reporting activities more efficient. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. Users have the ability go merge or Combine Expenses when one two selected expenses are from different sources. To view a linked travel reservation: 1. Unable to combine separate expenses for single reservation. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. I find the SAP Concur Mobile App - Feature List by. Click on the Add Receipt icon. 4. Get started with first creating your expense report on your desktop or mobile device. User. Creating a New Expense Report . Click the Delete button. Click the Create New Report tile. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. I kn. Click each report to review it. How to move an Upcoming Trips out of an Expense Report and back into the Upcoming Trips By accident I click on create an Expense Report for a travel itinerary and need to place it back into the Upcoming Trips window. 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 . Create an Expense Report for Travel Booked in Concur . Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. Expense . You may choose to manage your own preferences. Part 1: Map expense types to spend categories. Check the box next to one or more Travel & Entertainment (T&E) Card charges related to the event 4. You (or your delegate) can upload a scanned receipt image for an expense line in a report by either opening the expense line to attach the receipt or attaching the receipt in the. Aug 6th, 2022. Review or change the information as appropriate. Employee that submitted report. • Allocation sepa rator: This symbol separates. Note: The Check-in date should pre-populate based on the transaction date you entered when creating the Hotel expense. I used a corporate card for the transaction as well. 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. 27. It will give you 4 options, the first two of which are the best IMO. Click on the Customize button. A lot of our customers use the processor approval as the final approval for the expense report. . 🙂 So, on hunch I went into your account and looked at one of your expense reports. Click OK. This approver, usually by default, is very limited on what they can change on an expense report when reviewing it. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. Because it depends on your company policy. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. Concur Users: All Requests will need to be resolved, either by closing/inactivating (if no expense report is necessary), or by submitting an attached expense report. Initiating one Expense Merge: on the web download. I am with a new company now, and all they have are the canned reports that. Creating New Reports in Concur Intelligence. Concur Expense Report Quick Guide 5. Mileage. To combining or combination expenses: Go with your Expense Report. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. 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. Hope it helpsOne starting our employers has tried combining a account card expense (with no receipt attached) to an expense created by ExpenseIt (with a receipt attached) and an combine option wants not appear. Employees can easily book and manage travel, create and submit expense reports, and approve invoices — all from anywhere and at any time. Thanks Angela. We have our employees to submit their expenses within 14 days of incurring the expense. For example, and e-receipt line single can must merged with a credit cards transaction. First time using Concur. . 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). 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. by LovelyAsmolo in Concur Expense Saturday . 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. A menu appears. Travel Start Time: time leave official headquarters or your. The SAP Concur Administrator‘s Guide to Success - Standard Edition. Automated, fast, and accurate expense reporting helps you improve productivity, compliance, and control over spend. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. 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. 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. The system isn't designed to do that. You should be able to delete it. . From the Manage Expenses screen, scroll down to the Available Expenses section. The allowable amount is calculated on a daily basis and is not aggregated over the entire period of the trip. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. When the company card charge comes in, it will match to the Pending ExpenseIt item. The total comes out to the exact amount paid for the hotel nights + taxes as shown on our receipt, but there is no way for me to itemize the charges to perfectly. 00 Other Room Tax 1 2. You won't have the ability to build the queries for them. 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. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. The expense report page appears, ready for you to add expenses. Please refer to this video to learn more about copying an expense in Concur. Have the user open their expense report on the app. 6. However, the true beneficiary of expense reports is the business owner. In this session, you will learn time-saving tips for working with Concur Expense. The report is found when you are in. (Instructions for installing the app are at the end of this email. I received two charges from a hotel (a deposit and the actual charges). 🙂. 3. Click the Create New Report tile. Click the Add Expense button or select the existing expense. What this does is every time you run the report, you can choose the data range you want. expense report without adding a receipt image to the car rental expense entry, asApp Center Brochure: Amazon Business Integration. e. I know that there should also be an expenses one which is the one that I actually need to use. Submit them on an expense report. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation. 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. Add the associated out-of-pocket expenses, attach the imported. This user must also be assigned the Expense Processor role. 5. 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. From within an open expense report, select the expense. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. Add an item from your Available Expenses library (for example, card charge, e-receipt) to your report. A dynamic ecosystem of more than 150 partner applications and services designed to help manage compliance, spend, and the traveller experience. Please perform as follow: - Move the CC expense from you report to expenses. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Expense Report Process. You most likely will need to. - Separate and delete the "fake" expense. To combine them manually, select both and click Combine Expenses. The following required configuration options ensure archival of the most appropriate data used in your Analysis/Intelligence reports. - Separate and delete the "fake" expense. Oct 6, 2022 01:21 PM. a. Printing receipts in order of the expense report. (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. U-M uses the Concur Expense Tool, accessible through Wolverine Access, for employee business expense reconciliation, including both PCard and out-of-pocket expenses. 6. You will also learn how to set up add your bank account to your profile and track your reimbursements. Both original receipts will be used up in this process, and only the new combined receipt will remain. 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. The screenshot below shows an example from one of my demo sites. If I select all three, "Combine Expenses" is greyed out. Click Add. 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. 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. g. Used example, at e-receipt row item can be merged with a credit card deal. Concur Expense: Workflow. Creating New Reports in Concur Intelligence. The first is "add attendees from Outlook Calendar". Use the Expense Type Lodging Deposit (Checkout Credit) and enter the deposit as a negative amount. Apr 7, 2021 09:21 AM. To connect or combine expenses: Go into your Charge Report. Last Revised: November 14, 2020 . Report Details, select the . Received this alert with a travel expense report: "This expense has no matching travel reservation. 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. August 2021 release. Travel & Entertainment Card FAQs. To add an entry to your expense report, check on the box to the left of the entry and select Move-> To Current Report. 0 0 27. The Concur Travel & Expense system will combine and streamline business and travel purchases including UD Credit Card transactions. Click the Create New Report tile. 2) Tap Move. You’ll see these expenses in your Available Expenses list. 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. We would like to show you a description here but the site won’t allow us. From the Filter Condition field, click the drop down arrow then select Range. 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. For a short demonstration click Itemizing Expenses (Legacy UI). We have our employees to submit their expenses within 14 days of incurring the expense. Select the module from the top of the screen.