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. KevinD. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. • Can run for… Range of Time Specific employees Specific expense types Trip/Report types Creating a New Expense Report . By going to the expense report, if you have ONLY one expense line which should go to a specific different project, depending how it. One of is users has tried combining a credit card expense (with not receipt attached) on an expense built by ExpenseIt (with ampere receipt attached) and the combine option does not appear. 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. You may save it as a PDF, email it, or upload it to the cloud. We would like to show you a description here but the site won’t allow us. In the Amount field add the total amount of the hotel bill. Delegate. On the Manage Expense screen, click Create New Report (Claim)found on the right side of the screen. Select whichever option works for you. For personal expenses paid for on a company card, it depends on how your company has the card program. I'm not sure why SAP Concur didn't match the two together automatically. If it is, then the user must add the company card charge to the same report, then the items will match. . forms filled out. To do so, add a Data Item from the Toolbox and name it Current Date. Skip to Step 7 below. Log into Concur using your Single Sign-On. 12 CYN adding an additional transaction negative for -360. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . How will the system know which one to use?To create an expense report using Android: Open the SAP Concur mobile app. If you’re merging an expense, created from a credit card feed and a manually. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. Log into Concur using your Single Sign-On. 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. That should hopefully do the trick. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. Request, and click . Another option is through the Concur app. Initiating one Expense Merge: on the web download. Expense . 3) On the Select Report screen, tap the desired expense report. The page refreshes, displaying the required and optional fields for the selected expense type. Add the associated out-of-pocket expenses, attach the imported. 00 Room Tax 23. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. It will give you 4 options, the first two of which are the best IMO. Let me know if this works. On the menu, click Expense > Manage Expenses (on the sub-menu). Select the two expense line items up be me. Make any necessary edits to the. 12 CYN, choosing. Users need the ability to merge or Combine Expenses when the two selected expenses are from different sources. UATP-Southwest Airlines. Just make it a one day stay. 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. To start an Expense Report click . - Separate and delete the "fake" expense. You should see a drop down menu of options. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. @LoriAux open the report with the transactions yourself want to go. 0. , refer to those KBA's. Preview unavailable The option to combine expenses will not appear if: To combine them manually, select both and click Combine Expenses. Thanks Angela. I know that there should also be an expenses one which is the one that I actually need to use. On the expense report page, the Available Expenses section appears, including all the Travel itinerary items, e-receipts, and any imported corporate card transactions. Users have this ability to merge or Combine Expenses when the two selected expenses are from varying sources. Complete all required fields and the optional fields as directed by your company. This option would need to be enabled for the. 12 CYN adding an additional transaction negative for -360. 00 out of pocket or over $50. 1 Solution. This user must also be assigned the Expense Processor role. Open your expense report and go into the expense entry to which you need to attach multiple receipts. User. - Send again the CC to the report and you will be able to combine it with the Expense. 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. a. From the Concur homepage, click Expenses near the top of the page. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. button to recall it and make edits. To merge or combination expenses: Go up your Expense Report. Concur will create another expense line with the same information, with one day added to the date. Note: The Check-in date should pre-populate based on the transaction date you entered when creating the Hotel expense. Once the receipt has been added, you will be taken back to the expense details. S. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. Have them select that option to see the current receipt. If employees create monthly expense reports that match. • Company Bill Statement Processor: This role views and updates statement reports in Expense Processor. See a complete list of SAP Concur integrated solutions that help to control business expenses and increase visibility. Concur Expense: Select can EGO fold two cost in concur. Jun 5, 2018 02:45 PM. 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. Unable to combine separate expenses for single reservation. Simplify expense, travel, and invoice management with SAP Concur. If the Pending Card Transaction item is not yet added to an expense report, the system should match the corporate card. 1) To attach a receipt on the Select receipt from menu, tap: • Take Photo to use your. 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. To itemize a hotel expense: After completing all the required fields of either the out-of-pocket hotel expense or imported hotel company card charge, click the Itemize button below the entry details. 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. 2) Tap Move. I received two charges from a hotel (a deposit and the actual charges). Click 'copy' at the right of the expense lines. 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. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. Sign your document online in a. Click the Create New Claim tile. Complete the fields as directed by your company. . Also, you’ll be guided to helpful resources for both end users and admins as. On the Confirm Delete message, click Delete. Itemize. To move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. Select all expenses and click Allocate Selected Expenses. You are trying to combine expenses line items that have different expense types. 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. (Below) Another option is to delete one of the two reports you need to combine. Click the Create New Report tile. . The first is "add attendees from Outlook Calendar". With pdfFiller, it's always easy to work with documents. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. Received this alert with a travel expense report: "This expense has no matching travel reservation. For example, with e-receipt line item can be merged with a credit card transaction. Learn more . When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options. Enter the Check-out date. The first is "add attendees from Outlook Calendar". . Select all expenses and click Allocate Selected Expenses. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. Then check the boxes further to the expenses. The first image (Receipt) were uploaded with the Receipt feature. 0. Click Save Itemization. 27. 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). This web-based service provides the tools you need to request and book travel, as well as create, and submit expense reports. The system isn't designed to do that. For importing expenses, there are many ways and depends on the payment method. 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. Use this video demonstration to learn how to itemize hotel and/or lodging on a Travel Expense Report in Concur. 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. On the landing page of the application, go into Expense Reports. . If these two line items are supposed to be one expense, just delete one of them. Read the procedures 1. Learn how to split expenses between account codes or funding sources. expense report without adding a receipt image to the car rental expense entry, asApp Center Brochure: Amazon Business Integration. If they do, and the credit card expense imports afterwards, there. To delete a manually created expense, with the expense open, click the trash can icon to the right of the report title. Expense. Request, and click . Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. 3 . . release note in the. If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. 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. Matches that Need Confirmation: 1 New Expense Exceptions Expense Type O ther Expenses auick Expenses Date 10/18/2018 Amount. Tips will be demonstrated in a live Concur environment via webinar. Then click "Create" to create an expense report OR use the Coupa app on your phone. I imported both charges into my expense report. 100 Mobile release. Use reclaim extraction factors atWe would like to show you a description here but the site won’t allow us. About SAP Concur. The system isn't designed to do that. This system will replace former travel request, booking, authorization, and expense systems for the University of North Concur Expense • View Expense Details • Move Items • Delete an expense • Combine expenses • Edit multiple expenses Concur Request • View audit trail and Request timeline • Submit a cash advance • Add attendees to expected expenses Concur Budget • Create a team budget • Make an adjustment to a team budget Please perform as follow: - Move the CC expense from you report to expenses. Select the Requests module at the top of the page 3. 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 . balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. 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. If the Append button does not appear, click Save Expense and reopen the Expense Item. Concur Expense: Workflow. As a reminder, all travel by University employees which includes. Read the User Agreement. Up merge or combine expenses: Walk into your Expense Report. Hey Kevin, There needs to be a way to revert to the older version of Concur. Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. Upload a document from your computer or cloud storage. 6. -. Once you approve it, it goes into a batch. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . The page refreshes, displaying the required and optional fields for the selected expense type. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. Then check the boxes further to the expenses. From the Manage Expenses screen, scroll down to the Available Expenses section. Concur Expense ensures all of the details—including the amount, date of the transaction, vendor, expense type and location—are accurately captured and matched to the expense entry. On the expense report page, select Details > New Itinerary. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. Browse . The following required configuration options ensure archival of the most appropriate data used in your Analysis/Intelligence reports. 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. Shouldn't she be abler to combine with this scenario? Both entrance were already added the an expense report. If I select all three, "Combine Expenses" is greyed out. 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). 00 Other Room Tax 1 2. 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. Concur Expense. Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. Aug 1, 2018 04:19 PM. View and download the Itemizing Hotel/Lodging in a Travel Expense Report in Concur job aid. The Number of nights will auto-populate based on the Check-in and Check-out. Employees naturally expect any personal funds expended for business to be paid back to them. A dynamic ecosystem of more than 150 partner applications and services designed to help manage compliance, spend, and the traveller experience. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . If you click on it, it will open. ”. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. In the Mobile App, the receipt images are stored under Expenses: a. Select the Requests module at the top of the page 3. 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. Under Expense Settings, Select Expense Credit Cards. There are really two main ways this is handled: 1. Click the Combine Expenses button. Both original receipts will be used up in this process, and only the new combined receipt will remain. Method 1: To start from Concur Requests:. Reduce time spent on expense reports by streamlining the process. Concur recommends limiting expense reports to less than 100 individual expenses per report. Tip: For easy access to Concur, favorite the “Expense. Submit them on an expense report. The converted pdf can be attached as a receipt at the header level of the expense report, which can be a single receipt for multiple lines. This occurs when the user moves an Available Expense to their expense report. [Reference: SAP Concur User Guide – Signing In] On the home page, there. Use the Expense Type Lodging Deposit (Checkout Credit) and enter the deposit as a negative amount. Pros: *Multiple approvers can approve the same report at the same time. I imported both charges into my expense report. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. Click Move to and a list of available reports appears. 12 CYN,. The SAP Concur Administrator‘s Guide to Success - Standard Edition. SAP Concur Community Manager. Click on the Add. Simplify expense reporting and get more visibility into spending. If the video helped and you were able to allocate the expense, please let me know that as well. This option would need to be enabled for the company under. The Report Library View displays Active Expense Reports. Select Merge. SAP Concur uses the Pending Card Transaction payment type, regardless of whether the admin has activated this payment type for the group. Attaching Receipts to Expenses Receipts can be added to existing Expenses. ”. Sign in to your SAP Concur account. Requests, on the Quick Task Bar. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). (The fields that appear on this page are defined by your company. The expense user logs in, creates an expense report and fills out header information. Other types of expenses like hotel orStep Four: Hear what your business expense tracking is telling you. Select a transaction, then click the Move button and select To New Report. Now it’s time to add expenses to your expense report and to add information to. I'm assuming they have already attached one receipt to the line item in question. 00 Other Room Tax 1 2. Once total selected,. 5. Click the Delete icon next to the Report Name. Select a Report Purpose from the dropdown 7. Concur TripLink connects trips, travelers, and itineraries across channels to enhance and simplify the entire travel experience. Keep your employees safe and connected, allowing you to fulfill duty of care. Choice the two expense line items to be me. Regardless, the travel allowance wizard and menu appear only if you meet the. All depends on your instructions to your employees and what information you have in your card feeds. On the Expense Source page, click Separate (bottom of the window). Click the Run Query button, then select Reports Ready for Processing. 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. 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. 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. 5. 03. If it is determined that two items represent the same transaction, Concur matches (combines) the two items and presents one combined item in the Available Expense section of the system. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. It will give you a list of all claims you have created. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. Go into the SAP Concur Mobile app and click Expense at the bottom of the app home screen. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. 1 - Transactions 360. From the left pane, go to the Reports menu. Transform your daily workflows and Merge Hotel Receipt. App Centre. Have the user open their expense report on the app. Regardless, the travel allowance wizard and menu appear only if you meet the. Within the report, click the blue Add Expense button:. Concur Expense ensures all of the details—including the amount, date of the transaction, vendor, expense type and location—are accurately captured and. This web-based service provides the tools you need to request. Click the desired report or click New Report to create a new one; The expense (along with receipt attached) is removed from the. 2. 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. Then each of those National Directors can use the Approve & Forward option. It helps eliminate paper receipts and makes it easier for you to complete your. Selecting the two expenses line items to be me. Other reports has Only Order number. Aug 9, 2020 03:30 AM. ) 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. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright. Sort the Expense List. Oxford Economics US Fact Sheet: Empowering Your People. We would like to show you a description here but the site won’t allow us. From the left pane, go to the Reports menu. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. b. Thanks. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. Click the expense report you need to recall. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. We do encourage them to add multiple expenses to each report. Requests, on the Quick Task Bar. 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. 3K. never be pulled into a report without the transaction. Combine expense and invoice data from your SAP Concur solutions and Xero in just one click. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. Watch the video Read the procedures 1. Gain visibility to make. If they are a match simply click Continue and Concur Will combine your data nto one expense entry per match. Select of two expense line items to be me. We also run a report on the number of reports an associate is submitting each month. The expense report page appears, ready for you to add expenses. Select the drop-down icon to choose the two expense accounts only. If the Expense Report is not pending approval or is already approved, you will be able to edit the Expense Report. Concur ExpenseThe term e-receipts refers to data sent to Concur through the SAP Concur Connect Program. If you want to combine the cc with you expense - Tick the cc and the expense, select Combine expenses. 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. Have your company card administrator "hide" them from your view. Initiating one Expense Merge: on the web download. I suggest speaking with your direct manager first and foremost to make sure you have the. From within an open expense report, select the expense. You are trying to combine to out of pocket expenses. If you still have questions after watching the video, let me know. 6. Select your desired Expense Report from the Report Library. Add the associated out-of-pocket expenses, attach the imported. If its possible what are the steps to be followed. 🙂. 0. 8. • Concur Expense automatically generates a receipt image that accompanies the expense, on the E-Receipt tab of the expense entry. UATP-American Airlines. - Separate and delete the "fake" expense. Review or change the information as appropriate. Click the Delete button. pece of data s actua y for the same expense. Under . 6. by LovelyAsmolo in Concur Expense Saturday . 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. Click one of these: New Report (at the. But there is no Match button or. Select the Requests module at the top of the 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. Click the Expense Report with the status of Not Submitted that you want to delete. • Expense allocation form: Companies that use the allocation feature define the form that appears whe n a user allocates an expense. g. Review, Approve & Audit Built-in workflow. 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. Employees naturally expect any personal funds expended for business to be paid back to them. On the Expense screen, click the +.