Initiating one Expense Merge: on the web download. Last Revised: August 25, 2023. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. 0. However, there are two types of approvers in SAP Concur. The option to Add Receipt now says View Receipt. Note: Concur imports a maximum of 60 U-M Card transactions at a time. Select the Requests module at the top of the page. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. 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. Sign In. 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. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file. I selected the two expenses on the left side of my expense report. Under Expense Settings, Select Expense Credit Cards. Sign into SAP Concur to access your home page. 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. When the Manage Expenses sub-menu appears, click the + Create New Report tile; or Unable to combine separate expenses for single reservation. To combining or combination expenses: Go with your Expense Report. 4. ”. App Centre. Itemize. 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. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. Next, have the user drill into the expense line item. Select a Report Purpose from the dropdown 7. 2. SAP Concur Community Manager. 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. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. - Go to expenses and click the cc expense. Login to SAP Analytics Cloud and Click on Connection. if the Source is ExpenseIt then I think you only have the option to delete the Expense; you can't detach the receipt as it's intrinsically linked to the. It also depends on the Source for the expense e. A menu appears. For personal expenses paid for on a company card, it depends on how your company has the card program. You can select Append on a previously used receipt or document, if displayed. Users have the ability to merge or Amalgamate Expenses when the two selected spending are from different sources. Click OK. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). Concur Expense. Click the checkbox next to the two expenses you wish to combine. Did this response answer your question?To move a receipt and the line item is is attached to: On an expense report open, select the expense line item (with attached receipt) that you want to move. Once I do that the system. The Concur Travel & Expense system will combine and streamline business and travel purchases including UD Credit Card transactions. 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 the Create New Report tile. 1. From the Filter Condition field, click the drop down arrow then select Range. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. - You will see that there is and expense already combined. @S0018407879 Thanks for posting in the SAP Concur Community. The basic steps to complete an expense report are: Create the report and provide the report-level information (such as the expense report name, purpose of the report, and so on. Users need the ability to merge or Combine Expenses when the two selected expenses are from different sources. g. Enter the Check-out date. 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. That should hopefully do the trick. Log in to the Concur mobile app and select “Receipt. Click the radio button for the From date. Since you cannot approve your own expenses, if an employee is submitting expenses against a project that they are also the Cost Object Approver for, the report enters a second approval workflow for the employee's manager to approve the report. ”. The answer is yes. 3. Please try and let me know how it goes. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. 3. Click Accept. You will also learn how to set up add your bank account to your profile and track your reimbursements. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. under the . 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. Also, you’ll be guided to helpful resources for both end users and admins as. Select the module from the top of the screen. - Go to expenses and click the cc expense. If trains are not an option based on the search criteria, SAP Concur will only return the flight options. Video: Itemizing Hotel/Lodging in a Travel Expense Report in Concur. Click the expense report you need to recall. Part 3: Enable travel-related options: Allow users to combine expense into a single merged expense. In the Expression Definition type “current_date” but without the quotation marks. 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. There are 4 Concept Fields folders in the data warehouse, just so you know. Verify the imported expense (s) appear in the Expenses list. Select of two expense line items to be me. It makes itemizing the 5 different expense categories difficult. 01 USD or which currency is the mismatching for and press Save. is that all expenses where added to concur, and also several (if not: all) transactions where added as well. never be pulled into a report without the transaction. To combine expenses away Available Expenses: From. workflow can combine one or more standard Expense approvers and one or more authorized approvers. Launch Course. - Separate and delete the "fake" expense. 2) Tap Move. To combine them manually, select both and click Combine Expenses. Hope this helps. 3) On the Select Report screen, tap the desired expense report. Help says I can combine the charges by using Match (I think) or Combine. . Expand all. , refer to those KBA's. 100 Mobile release. Attaching Receipts to Expenses Receipts can be added to existing Expenses. . You can select multiple expenses to allocate all of them to the same chart string if desired. By going to the expense report, if you have ONLY one expense line which should go to a specific different project, depending how it. 1. It helps eliminate paper receipts and makes it easier for you to complete your. SAP Concur Expense solutions will automatically download the transaction details and will create an expense. Creating a Travel Expense Report. Method 1: To start from Concur Requests: 2. On the landing page of the application, go into Expense Reports. Review, Approve & Audit Built-in workflow and audit rules allow managers to quickly and easily approve in-policy expenses To do so, add a Data Item from the Toolbox and name it Current Date. If its possible what are the steps to be followed. 1. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. At the top of the expense details they should see an option that says View Receipts. Once you select it, click Save. . 2. 6. The e-receipt information may not contain all line items, usually due to credits or returns. Submit them on an expense report. When the company card charge comes in, it will match to the Pending ExpenseIt item. Otherwise, you can use the "+New Expense" button to manually create an. Other types of expenses like hotel orStep Four: Hear what your business expense tracking is telling you. 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. 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. 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. The expense report page appears, ready for you to add expenses. Load more. Click Move to. 2. 0. Regardless, the travel allowance wizard and menu appear only if you meet the. 4. 0 2 1,585. Concur Creating Expense Reports as a Delegate . ii) Copy a previously submitted expense claim. 1. Both original receipts will be used up in this process, and only the new combined receipt will remain. Note: The Check-in date should pre-populate based on the transaction date you entered when creating the Hotel expense. 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". For the data you are looking for including Account Numbers, that is usually data. On the expense report page, the Available Expenses section appears,. 3. from an approved travel request 2. Thanks Angela. 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. Jun 5, 2018 02:45 PM. Click on the Add. To start an Expense Report click . Concur Expense offers good expense management. Select the expense type that applies to the first itemization. T&E Card 3. 6. 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. How Do I Create/Update New User Shapes Using in Importing File? How Go I Manually Create one New SAP Agree Profile? The basic process The basic steps to complete an expense report are: Create the report and provide the report-level information (such as the expense report name, purpose of the report, and so on. Preview unavailable The option to combine expenses will not appear if: To combine them manually, select both and click Combine Expenses. 0 6 1. Have you checked the claim with ID: CAD8F86BBD384566A8FB to make sure there isn't an expense already on that report for the entry in question?The payment status updates to Paid once the batch is closed (ending the concur workflow process). If they are a match simply click Continue and Concur Will combine your data nto one expense entry per match. For exemplar, an e-receipt line item can become merge with a credits card transaction. From the left pane, go to the Reports menu. When I log onto SAP Concur the only tabs that I see at the top is 'Travel' and 'App Centre'. ME kn. To unite with combine spending: Go into your Expense Report. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. 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. 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. Aug 8, 2022 03:10 PM. If trains are not an option based on the search criteria, SAP Concur will only return the flight options. Each meal expense is added to a Concur expense report under the expense type of Individual actual Meals. Search for then select your bank name. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. Last Updated: 4/25/2016 . 3K. The IT help desk where I work hasn't got very far with solving this so I was wondering if anyone here could help. The Manage Expenses page displays. Note: The Amazon Business Integration establishes the connection for your entire organization. 12 CYN, choosing. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. In response to jonwarr. Then check the boxes further to the expenses. Select the couple cost line items to be me. release note in the. That way you can follow step by step in your actual expense report. This process is the same as viewing, editing, and deleting personal expense reports or cash advance requests. It will give you 4 options, the first two of which are the best IMO. At this point. This resource is also available for download on the Concur page of the Travel Services website. Expense reports that exceed this limit can cause problems during workflow routing as audit rules are applied to reports. Click the Create New Claim tile. Yes, I figured it out. Expenses are added as part of the Concur report process (Concur Expense: Creating a New Expense Report). For example, an e-receipt line item can be merged by an credit board transaction. 3. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. 1. If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. 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. Concur ExpenseThe term e-receipts refers to data sent to Concur through the SAP Concur Connect Program. Repeat until the Remaining Amount is $0. Simplify expense reporting and get more visibility into spending. Clarified that the Combine button functions differently under the two different user interfaces – Legacy (current UI) and Next Generation (NextGen). Click on that and it should show you what itinerary is assigned. We would like to show you a description here but the site won’t allow us. When the Manage Expenses sub-menu appears, click the + Create New. Unable to combine separate expenses for single reservation. A menu appears. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Thank you, Kevin Dorsey. Click the Combine Expenses button. 12 CYN,. Select the claim that you decided will be the one to submit. If you’re merging an expense, created from a credit card feed and a manually. Click the desired report or click New Report to create a new one; The expense (along with receipt attached) is removed from the. I think the issue is twofold: 1. August 2021 release. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. On the menu, click Expense > Manage Expenses (on the sub-menu). 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 one of these: New Report (at the. Hi, I have my expense report returned twice because my hotel. To combine them manually, select both and click Combine Expenses. g. As a user you have access to all your Expense Reports and can view them anytime. 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 SAP Concur profile will allow you to sign in at: Here you can create an expense report and attach your receipts to your expense entries. - Send again the CC to the report and you will be able to combine it with the Expense. We address the ones who are submitting too many unnecessarily. To merge: Go to Expenses on the left sidebar. Select the desired Unsubmitted Expense Report. Have them select that option to see the current receipt. This is one way you can "assign" reports to people. As a reminder, all travel by University employees which includes. Used example, at e-receipt row item can be merged with a credit card deal. 00 Room Tax 23. To merge instead combine expenses: Go into your Issue Message. . Complete the fields as directed by your company. Click the Delete icon next to the Report Name. You can choose from the following: a) In the top menu, click on Expense. Feb 1, 2021 11:43 AM. This guide will demonstrate how to recall, edit and delete Concur. If the Append button does not appear, click Save Expense and reopen the Expense Item. Create the expense as usual and click the Itemization tab (instead of Save Expense ). Jun 16, 2022. Automate Expense Reports. When the company card charge comes in, it will match to the Pending ExpenseIt item. Click Save Itemization. b. If what I described is not available, then from your report, select all the line items. To see if they do, click Expense at the top of the SAP Concur home screen. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. Log into Concur using your Single Sign-On. SAP Concur uses the Pending Card Transaction payment type, regardless of whether the admin has activated this payment type for the group. The custom query does need to be built by each processor when they are logged into SAP Concur. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. The other expense report is in a submitted state pending external validation. We have our employees to submit their expenses within 14 days of incurring the expense. Complete all required fields (those with red bars) and the optional fields as directed by your company. 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 . This course is intended for advanced Concur users who are interested in ways to make their expense reporting activities more efficient. Each reservation in the tra vel booking trip will create a corresponding entry on the expense report. KevinD. Printing receipts in order of the expense report. To create and submit an expense report in the web version of SAP Concur: 1. When I go to Expense ->Process Reports -> Print Detailed Report (Or any other kind of report) The system shows me an expense report which I can export to PDF or print. What this does is every time you run the report, you can choose the data range you want. Creating New Reports in Concur Intelligence. Users have the ability at merge or Combine Expenses when the two selected expenses belong from different sources. Open report - every time the user opens an expense report, the system will review all available expenses to see if they match to expenses already on that report; Expense Assistant - the expense assistant continuously reviews new available expenses to see if they should be matched to existing report expenses or added to a report as a. You’ll see these expenses in your Available Expenses list. How ca i merge them together ? acted did see any merge menu when i choose these two. Report Details, select the . Sign into SAP Concur to access your home page. Click Itemize or Nightly Lodging Expenses. Select your desired Expense Report from the Report Library. SAP. 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. 00 out of pocket or over $50. From this page, you can check the status of any submitted report: Concur Expense Concur Travel. From the Manage Expenses. To combine them manually, select both and click Combine Expenses. For e. Watch the video Read the procedures 1. To merge or create expenses: Go into you Expense Report. Creating New Reports in Concur Intelligence. Check the box next to your desired transaction to select it. 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. Help says I can combine the charges by using Match (I think) or Combine. This option would need to be enabled for the company under. Select all expenses and click Allocate Selected Expenses. 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. I can't find a way to combine all three expenses. The SAP Concur Administrator‘s Guide to Success - Standard Edition. Expense . . 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. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. This occurs when the user moves an Available Expense to their expense report. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then. To create a claim: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Claim. 6. Another option is through the Concur app. 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. From within an open expense report, select the expense. 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. Part 2: Map expense types to travel reservation (trip) types. For example, with e-receipt line item can be merged with a credit card transaction. There are two methods to link approved Travel Requests to Expense Reports as. 40 Other Room Tax 2 [2 Combine room rate and taxes into a single entry Additional Charges (each night) nse T Choose an expense type Expense Type Choose an. The expense report page appears, ready for you to add expenses. Aug 1, 2018 04:19 PM. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. . this demo of Concur Expen. This only happens if the Pending Item is not already on an expense report. Click Save. 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. Unfortunately in my case, I don't have a receipt attached and transaction is not pending as well. Click the desired expense type. On the Report Header screen, complete all required (compulsory) fields. Users have the ability to merge alternatively Combine Expenses when the twin selected expenses are from different sources. Step 1: Create Connection in SAP Analytics Cloud with SAP Concur. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. NextGen UI. Click Add. If these two line items are supposed to be one expense, just delete one of them. Click the Combine Expenses button. The first step was to create your expense report by completing the Report Header in Concur. You can select multiple expenses to allocate all of them to the same chart string if desired. Looking for. 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. Select Add a New Personal Card. If the Pending Card Transaction item is not yet added to an expense report, the system should match the corporate card. SHARE. It will give you 4 options, the first two of which are the best IMO. Automatically audit 100% of expense reports for fraud and compliance issues. Single hotel charge split into two expenses. For example, an e-receipt line item can be fused with a credit card store. It makes itemizing the 5 different expense categories difficult. The ChartFields default from your Concur Profile. 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. 2. 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. Concur Expense: Workflow. • Allocation sepa rator: This symbol separates. forms sent. 2022_01. Sign in to your SAP Concur account. Click the Add Expense button or select the existing expense. We address the ones who are submitting too many unnecessarily. 00 Other Room Tax 1 2. o Enter Duty Station and Residence City, and Residence State if not populated. pece of data s actua y for the same expense. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. . 0. Have your company card administrator "hide" them from your view. Effective January 1, 2021, if non-employee airfare was booked through CBT or Concur, the airfare expense needs to be reconciled as part of the non-employee expense report. The app will present your phone’s camera to take a photo or click on “+ Expense. This will create a Statement Report for you. Report: Expense Reports By Country.