To move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. Airfare transactions have an amount, as the system knows what the actual cost was that was charged for airfare since it was purchased in Concur Travel. It helps eliminate paper receipts and makes it easier for you to complete your. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. 1. Travel & Entertainment Card FAQs. Doing so reduces data entry for our travelers/delegates and ensures that all information in the system is properly connected. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. Complete all required fields (those with red bars) and the optional fields as directed by your company. Review the E-Receipt Activation confirmation message verifying that you have signed up to receive E-Receipts. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. Note: Concur imports a maximum of 60 U-M Card transactions at a time. If its possible what are the steps to be followed. If you paid for your lodging with your Travel Card - click Import Expenses to select and move that expense to your report. To merge or create expenses: Go into you Expense Report. Hope it helps. To merge instead combine expenses: Go into your Issue Message. Select Merge. Select the two expenditures line items to be me. is not pending approval or is already approved, select the. Mileage. • Expense reports should be submitted within 30 days of theCommunity Manager. . If the user saves and re-enters the expense report, the user can click Add Expenses One great way to differentiate between them is a Union adds rows, while a Join adds columns. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. U-M uses the Concur Expense Tool, accessible through Wolverine Access, for employee business expense reconciliation, including both PCard and out-of-pocket expenses. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. Log in to Concur via Single Sign-On. Click on the Add. Creating New Reports in Concur Intelligence. Can't access Concur Expenses. 8. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. 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. Learn how to split expenses between account codes or funding sources. If the items are not a match pease click Decline Match. 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. 100 Mobile release. Let me know if this works. workflow can combine one or more standard Expense approvers and one or more authorized approvers. I kn. 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. To combine them manually, select both and click Combine Expenses. The e-receipt information may not contain all line items, usually due to credits or returns. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. This issue is preventing me from submitting the expense report to my company for the airfare payment. The Nightly Lodging Expenses Tab will appear. Users have the ability to merge or Amalgamate Expenses when the two selected spending are from different sources. Expense. We do encourage them to add multiple expenses to each report. Automated, fast, and accurate expense reporting helps you improve productivity, compliance, and control over spend. Complete all required fields and the optional fields as directed by your company. Thank you, Kevin Dorsey. When the new expense opens, click. Yes, I figured it out. 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. To combine them manually, select both and click Combine Expenses. For example, an e-receipt line item can be merged with a credit card exchange. 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. Once you select it, click Save. Pros: *Multiple approvers can approve the same report at the same time. For personal expenses paid for on a company card, it depends on how your company has the card program. Get more out of your Concur with tips and tricks for Concur Expense. by shine in Concur Expense yesterday . To get around it, i have to delete the pending charge from the expense report, then separate the receipt from the pending charge and re-add the pending charge to the report and then combine. Best regards, RohanFrom here select Process Reports. Next, have the user drill into the expense line item. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. The Select receipt from menu appers. For a short demonstration click Itemizing Expenses (Legacy UI). 2. - Separate and delete the "fake" expense. 🙂. There are really two main ways this is handled: 1. Hey Kevin, There needs to be a way to revert to the older version of Concur. Sign your document online in a. sap concur adding card transactions expense report 2021_24 opensap-archive. Any line with a payment type of “ Cash” in the Available. . On the Expense screen, click the +. . The Concur Travel & Expense system will combine and streamline business and travel purchases including UD Credit Card transactions. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. forms filled out. The screenshot below shows an example from one of my demo sites. If you still have questions after watching the video, let me know. Click OK. . To add a Business or Personal credit card to your profile, follow these steps: Log into SAP Concur and navigate to Profile > Profile Settings. The answer is yes. Expense splits the combined item into the original two items. Another option is through the Concur app. If what I described is not available, then from your report, select all the line items. When the company card charge comes in, it will match to the Pending ExpenseIt item. - Separate and delete the "fake" expense. From within an open expense report, select the expense. 6. If the Pending Card Transaction item is not yet added to an expense report, the system should match the corporate card. This is the assigned manager for the employee. Entering Hotel Expenses into Concur Hotel bill didn’t come in via an E-Receipt? Enter your bill following the steps below Step 1: Add a Hotel Expense Add a new expense to your expense report with a Hotel expense type. 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 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 two expense line items to be me. Click the Reservation link (on the expense report) to view the reservation on the Expense Source page. plies to these SAP Concur solutions: Expense Professional/Premium edition. The expense report page appears, ready for you to add expenses. 0. 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. Through our global network of travel partners, travel managers can get a full view of spending, make life easier for travelers, and optimize. By going to the expense report, if you have ONLY one expense line which should go to a specific different project, depending how it. Concur Expense. This will create a Statement Report for you. For more information about viewing, editing, or deleting expense reports, refer to the Expense Reports section of Expense. Just make it a one day stay. As a reminder, all travel by University employees which includes. 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 screenshot below shows an example from one of my demo sites. We would like to show you a description here but the site won’t allow us. 1: To begin, first select the expense you would like to itemize. Click the Run Query button, then select Reports Ready for Processing. With pdfFiller, it's always easy to work with documents. Select Add a New Personal Card. Used example, at e-receipt row item can be merged with a credit card deal. 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. 5. The page refreshes, displaying the required and optional fields for the selected expense type. And an other situation is If the information to download like an Excel File will be exactly like I see in Screen in Concur. 2. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. I received two charges from a hotel (a deposit and the actual charges). To start an Expense Report click . So, for your example you can select Sent for Payment Date from September 30 to October 31. 🙂 Travel & Expense System from the bank also need to be included in your expense report. You most likely will need to. Gain visibility to make. 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. Concur Expense: Tips & Tricks Webinar Guide. how to un combine the expenses. This guide provides instructions on how to create an expense. Log in to Concur via Single Sign-On. If you’re merging an expense, created from a credit card feed and a manually. 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. At the top of the expense details they should see an option that says View Receipts. create a Travel, Entertainment, and Reimbursement Expense Report in the Concur Expense Module. Eventually, the employee must create one or more expense reports (depending on configuration) to account for the cash. Click the Create New Claim tile. The expense user logs in, creates an expense report and fills out header information. 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. @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 can select Append on a previously used receipt or document, if displayed. At merge alternatively combine expenses: Go into your Effort Report. What this does is every time you run the report, you can choose the data range you want. I think the issue is twofold: 1. SAP Concur Community Manager. I used a corporate card for the transaction as well. Click the Add Expense button or select the existing expense. 302. Click the drop down arrow, then select All Purchasing Cards to see your PCard transactions. The custom query does need to be built by each processor when they are logged into SAP Concur. 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. (Below) Another option is to delete one of the two reports you need to combine. Select your desired Expense Report from the Report Library. On the screen that opens you will see your submitted report. 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. Expense Processor. SAP Concur is committed to reinventing travel, expense, and invoice management with tools that simplify everyday processes and create better experiences. With the report open, you will see an orange Approve button. Learn how to use Concur Expense to automatically manage your expenses, and how to create and submit your expense claims. For example, in e-receipt line thing can to merged using ampere credit card transaction. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. Shouldn't she be abler to combine with this scenario? Both entrance were already added the an expense report. In this session, you will learn time-saving tips for working with Concur Expense. Read the procedures 1. The only way company card statements or transactions can come into SAP. Under . Then click "Create" to create an expense report OR use the Coupa app on your phone. Regardless, the travel allowance wizard and menu appear only if you meet the. pece of data s actua y for the same expense. Concur Expense offers good expense management. Add the associated out-of-pocket expenses, attach the imported. Once selected, click the Move button. Concur Expense ensures all of the details—including the amount, date of the transaction, vendor, expense type and location—are accurately captured and. If they are a match simply click Continue and Concur Will combine your data nto one expense entry per match. Aug 1, 2018 04:19 PM. Initiating one Expense Merge: on the web download. 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. Share Create a New Expense Report To create a report: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Report. Bottom Line: Concur Expense is part of SAP Concur’s suite of expense and travel management apps that are best suited for midsize businesses. I need to expense them as one expense. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. 3b If applicable, mark any . SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. On the landing page of the application, go into Expense Reports. Enter the Transaction date which is your checkout date. . Read the User Agreement. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. Learn recommended best practices and helpful hints to improve your Concur experience while building expense reports. Select the two expense line items up be me. Employees must verify their Email IDs to receive the receipts for. Apr 19, 2021 12:52 PM. The credit card batch files will also contain this kind of information. Log in to the Concur mobile app and select “Receipt. Have your company card administrator "hide" them from your view. Non Reimbursable/ Personal. On the expense report page, select Details > New Itinerary. 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. That should hopefully do the trick. Employee Reimbursement System. The expense first needs to be moved from a report into Available Expenses before you get the detach option. 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. I have a hotel stay and for some reason it charged the card in two transactions. Simplify expense reporting and get more visibility into spending. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. 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. 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. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. On the menu, click Expense > Manage Expenses (on the sub-menu). Report Number in Concur Expense Accounting Extracts . 12 CYN adding an additional transaction negative for -360. P. Click the Append button. The first type is what we call an Expense Approver. For example, and e-receipt line single can must merged with a credit cards transaction. Log in to Concur via Single Sign-On. Part 3: Enable travel-related options: Allow users to combine expense into a single merged expense. See these instructions on handling fraudulent charges in a report on what immediate actions to take and how to create the expense report. 🙂Travel & Expense System from the bank also need to be included in your expense report. - Send again the CC to the report and you will be able to combine it with the Expense. From the left pane, go to the Reports menu. From the Manage Expenses screen, scroll down to the Available Expenses section. 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. . The Report Library displays a list of Expense Reports. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation. Other types of expenses like hotel orStep Four: Hear what your business expense tracking is telling you. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. The first would be from the expense details at the line item level. Make any necessary edits to the. •2. On the expense report page, the Available Expenses section appears, including all the Travel itinerary items, e-receipts, and any imported corporate card transactions. 00/5. Supplies. SAP Concur Employee. Click Save. How to combine expenses in Concur Mobile? by AASM in Concur Expense Friday . 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 recommends limiting expense reports to less than 100 individual expenses per report. Select to two expense queue items to subsist me. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . ) 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. An expense report allows employees to document each business expense, provide a corresponding receipt and get reimbursed from company funds. Both original receipts will be used up in this process, and only the new combined receipt will remain. If you click on it, it will open. Your controller will not be able to view receipt images by project, but can only view receipts by. • Company Bill Statement Processor: This role views and updates statement reports in Expense Processor. Enter a Detailed Business Purpose. OR. 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. Request, and click . Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. We have our employees to submit their expenses within 14 days of incurring the expense. 3. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. - 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 . Employees can easily book and manage travel, create and submit expense reports, and approve invoices — all from anywhere and at any time. 3K. Creating a Travel Expense Report. e. Click Save. Sign into SAP Concur to access your home page. Click Itemize or Nightly Lodging Expenses. On the Details menu in the Expense list of a report, select Allocation. 1. Eligible expenses meet all the following criteria: • The expense is from an itinerary, an e-receipt, or ExpenseIt. Requests, on the Quick Task Bar. Hi, I have my expense report returned twice because my hotel. At this point. Expense reports that exceed this limit can cause problems during workflow routing as audit rules are applied to reports. You are trying to combine expenses line items that have different expense types. UATP-United Airlines. Includes cost object information and expense report type. This data co mes directly from the supplier and provides the user with a complete receipt image linked to their expense item. To move a manually created expense to another report: With the report open, select the check box of one or more expenses. March Expense Professional Release notes. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. 00 Room Tax 23. 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. 0 2 1,585. 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". Select the drop-down icon to choose the two expense accounts only. 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. I selected the two expenses on the left side of my expense report. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. 2. Looking for. 3K. 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. . Search for then select your bank name. Then check the boxes further to the expenses. The system isn't designed to do that. On the right side of the screen, add an allocation row for each account combination to be charged. It makes itemizing the 5 different expense categories difficult. Click Accept. Select the desired Unsubmitted Expense Report. To view a linked travel reservation: 1. We solve big problems, small problems, and problems you didn’t know you had. Note: The Check-in date should pre-populate based on the transaction date you entered when creating the Hotel expense. SAP Concur Community. 12 CYN adding an additional transaction negative for -360. Expand all. The permission is for what some term as Back Office approval of the expense report. Contact us today. Check the box next to one or more Travel & Entertainment (T&E) Card charges related to the event 4. 12 CYN, choosing. 3. SHARE. This issue is preventing me from submitting the expense report to my company for the airfare payment. Preview unavailable The option to combine expenses will not appear if: To combine them manually, select both and click Combine Expenses. I don't think this is quite as complicated as that situation. If there is no receipt already attached to the expense, click on 'Show Receipt' on the top right. It has increased time spent on an expense report which takes away valuable time from doing a job. Select every line item you wish to move by using the little checkbox. To combine expenses away Available Expenses: From. Select the couple cost line items to be me. 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. Manage travel and expenses anywhere, anytime with Concur's Mobile App for iPhone®, iPad®, Android™ and BlackBerry®. One reports has Order Number, Serial number etc. Request, and click . Use reclaim extraction factors atWe would like to show you a description here but the site won’t allow us. What you could do is assign the small group of people a National Director as their default approver. Thanks Angela. For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. Report Details, select the . a. Once total selected, look for the Move button. 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 . When a user is searching for using this tab, SAP Concur will return both flights and trains in the search results if trains are an option for the city pair entered. Supplies. You will only be able to delete expense reports or cash advance requests that have not yet been submitted. KevinD. You should see a drop down menu of options. Oct 6, 2022 01:21 PM. Learn more . Get started with first creating your expense report on your desktop or mobile device. 3 . For exemplar, an e-receipt line item can become merge with a credits card transaction. 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. When creating Expense Reports in Concur, it is essential to link your approved Travel Request to your Expense Reports. Click the Combine Expenses button. Jun 16, 2022. 0. If it is a corp card, you can usually work with the bank scheduling a daily feed, so charges from the last few days get imported into the Concur profile of the card holder automatically. forms signed. Contact us today. . Simplify expense, travel, and invoice management with SAP Concur. 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. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Complete all required fields 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 . 3.