Repeat until the Remaining Amount is $0. 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. Users have the ability at merge or Combine Expenses when the two selected expenses belong from different sources. 0. • Expense allocation form: Companies that use the allocation feature define the form that appears whe n a user allocates an expense. 5. 3. ii) Copy a previously submitted expense claim. @S0018407879 Thanks for posting in the SAP Concur Community. Please perform as follow: - Move the CC expense from you report to expenses. ME kn. Employees naturally expect any personal funds expended for business to be paid back to them. 1 Solution. 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. 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. Automate Expense Reports. under the . Log in to Concur via Single Sign-On. This will bring up all reports in the Approved & In Accounting Review status. 2. At merge alternatively combine expenses: Go into your Effort Report. Keep your employees safe and connected, allowing you to fulfill duty of care. 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. 12 CYN adding an additional transaction negative for -360. We would like to show you a description here but the site won’t allow us. Create the expense as usual and click the Itemization tab (instead of Save Expense ). As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. It has increased time spent on an expense report which takes away valuable time from doing a job. This integration reduces the time and effort. 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. 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. View the Expenses in. Click Expense at the top of the screen. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. . Other types of expenses like hotel orStep Four: Hear what your business expense tracking is telling you. 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. The IT help desk where I work hasn't got very far with solving this so I was wondering if anyone here could help. 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. From within an open expense report, select the expense. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. On merge conversely combine expenses: Go at your Expense Report. On the menu, click Expense > Manage Expenses (on the sub-menu). Center for Workplace Development 1 . 6. On the expense report page, the Available Expenses section appears,. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. 0. A menu appears. So, for your example you can select Sent for Payment Date from September 30 to October 31. It will give you 4 options, the first two of which are the best IMO. 100 Mobile release. 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. You should see a drop down menu of options. However, the true beneficiary of expense reports is the business owner. 3. Aug 9, 2020 03:30 AM. From the Filter Condition field, click the drop down arrow then select Range. ; Mark the expenses you want to merge (only two). Make any necessary edits to the. 1. App Centre. Employees can easily book and manage travel, create and submit expense reports, and approve invoices — all from anywhere and at any time. You can choose from the following: a) In the top menu, click on Expense. 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. is that all expenses where added to concur, and also several (if not: all) transactions where added as well. Using the Concur Mobile App. The rule conditions would depend on what information is being included in the emails sent out for your Concur setup. Concur How-to: Adding Lodging to Expense Reports [1] In Concur, you need to itemize employee lodging expenses, meaning you need to break out the individual costs of each night’s stay. Received this alert with a travel expense report: "This expense has no matching travel reservation. Combine expense and invoice data from your SAP Concur solutions and Xero in just one click. 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. First time using Concur. 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. 00 Not Submitted I Report Number: SA8S14 rint/Share v Manage Receipts v View Available Receipts Ele-Receipts in Concur . Community Manager. Expense Reports with P-Card Transactions –You can create an expense report and continue to add P-Card transactions to it throughout the month –You can then submit the report prior to the monthly accounting deadline to allow the expense approver time to review the report –Best practice is to submit reports once or twice a month,Expense queue. Concur. The SAP Concur Administrator‘s Guide to Success - Standard Edition. Simplify expense reporting and get more visibility into spending. We do encourage them to add multiple expenses to each report. SAP Concur uses the Pending Card Transaction payment type, regardless of whether the admin has activated this payment type for the group. 1 Solution. To merge or combine expenses: Go into your Expense Report. There are scenarios where Concur APP combines a "fake" Expense to a CC expense; if diese happen you will see the expense and and CIRCLE and you won't be able to combine them as the MILLILITER outlay has already been combined to this "fake" expense. 00 Other Room Tax 1 2. 01 USD or which currency is the mismatching for and press Save. unable to update business purpose in expense report . If there are more than 60, repeat steps 1-2. Expense splits the combined item into the original two items. - or -. Home; Home; Forums. Regardless, the travel allowance wizard and menu appear only if you meet the. All customary expense entry data fields are filled out, making it easier to complete an expense report and match to credit card feeds (if available via your configuration). To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. g. 1. Click Itemize or Nightly Lodging Expenses. After you click it a date field will pop up. g. To move a manually created expense to another report: With the report open, select the check box of one or more expenses. ; 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. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. Select your desired Expense Report from the Report Library. 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. Review, Approve & Audit Built-in workflow. Get more out of your Concur with tips and tricks for Concur Expense. Select the module from the top of the screen. Click the Combine Expenses button. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Hi guys! In order for the receipts to merge with the credit card expenses, please make sure that both expenses remain unsubmitted. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. August 2021 release. The expense report page appears, ready for you to add expenses. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. 2. 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. Travel Start Time: time leave official headquarters or your. 0. This job aid covers how to itemize hotel/lodging expenses and includes examples of a hotel bill with the same nightly rate and another for when the rate differs from night to night (including a segregated expense for exceeding policy thresholds). From the left pane, go to the Reports menu. . Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. Sign your document online in a. A pop-up will appear containing two tabs, one for Available Expenses, the other to Create New Expense: Available Expenses holds University card transactions. Concur Expense: How can I merge two expenses stylish concur; Options. You most likely will need to. . You won't have the ability to build the queries for them. 4. Open your expense report and go into the expense entry to which you need to attach multiple receipts. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. 100 Mobile release. To add. 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. Yes, I figured it out. With pdfFiller, it's always easy to work with documents. Report Details, select the . For example, and e-receipt line single can must merged with a credit cards transaction. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. Simplify expense, travel, and invoice management with SAP Concur. 5. Users have the ability to merge or Amalgamate Expenses when the two selected spending are from different sources. If a match is. You cannot actually assign reports to specific processors. Users have the ability go merge or Combine Expenses when one two selected expenses are from different sources. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. Do you not see the option? I hope this helps. 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. you can actually combine them or let the system combine them. ) Click Create Report. Supplies. b. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. . Eligible expenses meet all the following criteria: • The expense is from an itinerary, an e-receipt, or ExpenseIt. Create Expense Report . 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. Concur Expense ensures all of the details—including the amount, date of the transaction, vendor, expense type and location—are accurately captured and. This will create a Statement Report for you. Have the user open their expense report on the app. Hi My hotel cost seperate to two expenses . The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. . 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. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. 1) To attach a receipt on the Select receipt from menu, tap: • Take Photo to use your. Learn more . 2. Once selected, click the Move button. Select your desired Expense Report from the Report Library. Click the Add Expense button or select the existing expense. The Nightly Lodging Expenses Tab will appear. Please perform the keep: - Drive the CC expense from you report to expenses. Employees must verify their Email IDs to receive the receipts for. On the Report Header screen, enter a name for your report using the naming convention recommended by your company. Expenses are added as part of the Concur report process (Concur Expense: Creating a New Expense Report). Click on the Expense Report you want to add a receipt to or Create a New Report. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). Initiating one Expense Merge: on the web download. From the left pane, go to the Reports menu. Learn how to split expenses between account codes or funding sources. Expense splits the combined item into the original two items. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. @elliobc me again. 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. However, the true beneficiary of expense reports is the business owner. 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. Auto-suggest serves you quickly narrow down your search resultat by suggesting possible matches as him type. Use this process while creating a report in Concur (Concur Expense: Creating a New Expense Report) and adding an expense (Concur Expense: Adding an Expense) that includes attendees, such as an Official Function. We do encourage them to add multiple expenses to each report. Select the Requests module at the top of the page 3. Select the Requests module at the top of the page. The allowable amount is calculated on a daily basis and is not aggregated over the entire period of the trip. Click the Delete icon next to the Report Name. @LoriAux open the report with the transactions yourself want to go. The answer is yes. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. The employee can also return cash “manually” to the Cash. Select the desired Unsubmitted Expense Report. The system is waiting for the actual company card charge to come in. Thank you, Kevin Dorsey. . 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. 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. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . Click on the Add Receipt icon. Up merge or combine expenses: Walk into your Expense Report. If the Append button does not appear, click Save Expense and reopen the Expense Item. Getting Started. Clarified that the Combine button functions differently under the two different user interfaces – Legacy (current UI) and Next Generation (NextGen). 00 if purchased using the UConn travel card. 2. Upload a document from your computer or cloud storage. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . Select the two expense limit items to can me. Login to SAP Analytics Cloud and Click on Connection. There are two methods to link approved Travel Requests to Expense Reports as outlined on the attached Quick Reference Card: Linking an Approved Travel Request to an Expense Report . ”. Then check the boxes further to the expenses. From the Filter Condition field, click the drop down arrow then select Range. We have our employees to submit their expenses within 14 days of incurring the expense. I'm assuming they have already attached one receipt to the line item in question. At the top of the expense details they should see an option that says View Receipts. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. Report Details, select the . The app will present your phone’s camera to take a photo or click on “+ Expense. 2. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation. ) Click Create Report. Then check the boxes further to the expenses. 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. If you still have questions after watching the video, let me know. The Report Library View displays Active Expense Reports. Search for then select your bank name. 8. This resource is also available for download on the Concur page of the Travel Services website. For a demonstration of our NextGen UI, click Itemizing Expenses. You will be given options on how to add the receipt. 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. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. Includes cost object information and expense report type. 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). Hi, I have my expense report returned twice because my hotel. To combining or combination expenses: Go with your Expense Report. Select the two expense line items to be me. Expense. -. forms sent. Shouldn't she been able to connect in this scenario? Both entries were already added to an expense report. There are really two main ways this is handled: 1. Using Concur Expense, you can view a list of any unassigned company card transactions and assign them to a new or existing expense report. OR. From the Manage Expenses. 2) Tap Move. Enter the Transaction date which is your checkout date. On the Expense screen, click the +. Click the Create New Report tile. Click Create Itemization. Click Save Itemization. 2. How Concur identifies and combines expenses in a report. The e-receipt information may not contain all line items, usually due to credits or returns. (The fields that appear on this page are. guidebook for using Concur. - Go to Expenses (if the expense is alredy moved to a expense report, move it from the expense report to expenses) - Click on your expense to trigger Expense source Pop Up - Select Separate . 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. So, depending on your role at your company, there is a good chance that you would not be allowed to have this permission. In the Mobile App, the receipt images are stored under Expenses: a. You should be able to click on +Start Report to create a new expense report. Last Updated: 4/25/2016 . I suggest speaking with your direct manager first and foremost to make sure you have the. Have them select that option to see the current receipt. You can select multiple expenses to allocate all of them to the same chart string if desired. If you paid for your lodging with your Travel Card - click Import Expenses to select and move that expense to your report. Finance. To view a linked travel reservation: 1. Hey Kevin, There needs to be a way to revert to the older version of Concur. Super User. Enable SSO in Test Environment . Click the Delete button. It will give you a list of all claims you have created. SAP Concur Community Manager. Users have the ability to amalgamate instead Combine Expenses when the two selected expenses exist from different sources. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. Printing receipts in order of the expense report. You will also learn how to set up add your bank account to your profile and track your reimbursements. Click on the Add. I don't think this is quite as complicated as that situation. 🙂. Request, and click . So, for your example you can select Sent for Payment Date from September 30 to October 31. You may save it as a PDF, email it, or upload it to the cloud. Select to two expense queue items to subsist me. Select Itemize from the lower right corner of the line time. forms signed. Oct 6, 2022 01:21 PM. • Allocation sepa rator: This symbol separates. Personalize views with interactive dashboards and customizable reports. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. To merge instead combine expenses: Go into your Issue Message. I have a hotel stay and for some reason it charged the card in two transactions. To add a Business or Personal credit card to your profile, follow these steps: Log into SAP Concur and navigate to Profile > Profile Settings. Matches that Need Confirmation: 1 New Expense Exceptions Expense Type O ther Expenses auick Expenses Date 10/18/2018 Amount. The Confirm Delete window appears. Select Available Expenses to locate the University Card transactions, i. In the Expression Definition type “current_date” but without the quotation marks. Automated, fast, and accurate expense reporting helps you improve productivity, compliance, and control over spend. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. 1. 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. How to combine expenses in Concur Mobile? by AASM in Concur Expense Friday . Use the Expense Type Lodging Deposit (Checkout Credit) and enter the deposit as a negative amount. Select the module from the top of the screen. Under . 302. All they need to do is choose the Managing Director. Click on the Expense Report you want to add a receipt to or Create a New Report. On the Manage Expense screen, click Create New Report (Claim)found on the right side of the screen. For example, an e-receipt line item can be merged with a credit card exchange. 3. If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. Select a Report Purpose from the dropdown 7. 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. To append additional receipts or documentation to the Expense. @EdwinaM you cannot combine entries that have the same payment type, so what you experienced is by design. To merge or combination expenses: Go into your Price Report. For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. 6. On the expense report page, select Details > New Itinerary. 100 Mobile release. 7. 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. Creating a Travel Expense Report. On the Expense Source page, click Separate (bottom of the window). Attaching Receipts to Expenses Receipts can be added to existing Expenses. The only way company card statements or transactions can come into SAP. In the Filter section, tick the box for Distribution Account. The basic steps to complete an expense claim are: Create the claim and provide the claim-level information (such as the expense claim name, purpose of the claim and so on). 3. Video: Itemizing Hotel/Lodging in a Travel Expense Report in Concur. 2. Click on the Customize button. In order to browse up-to-date content, please go back to the main page of openSAP Microlearning. View Report Expenses by List or by Detail. Under . 6. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. 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. Manager of the employee. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. This option would need to be enabled for the company under. I kn. For e. Within the report, click the blue Add Expense button:. Select the couple cost line items to be me. You can select multiple expenses to allocate all of them to the same chart string if desired. 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. create a multi-city Expense Report in the Concur Expense Module. Click the Expense Report with the status of Not Submitted that you want to delete. Select the two expense line items to be me. Sign into SAP Concur to access your home page. Verify the imported expense (s) appear in the Expenses list. Report Header. Identify the applicable . Note: The Amazon Business Integration establishes the connection for your entire organization. Enter a Detailed Business Purpose. The custom query does need to be built by each processor when they are logged into SAP Concur. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e.