I kn. Group the Expense List. . A lot of our customers use the processor approval as the final approval for the expense report. This resource is also available for download on the Concur page of the Travel Services website. Simplify expense, travel, and invoice management with SAP Concur. Creating a New Expense Report . 0. So we have to manually upload the same invoice for 100+ expenses and explain it. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. . You can choose from the following: a) In the top menu, click on Expense. 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. Then you can add the other PCard transactions that fall in the statement report date range to the report. 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. Aug 1, 2018 04:19 PM. It has increased time spent on an expense report which takes away valuable time from doing a job. 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. Then check the boxes further to the expenses. 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. I imported both charges into my expense report. To manually add an expense to a report: With the report open, click Add Expense > Create New Expense. Oct 6, 2022 01:21 PM. 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. 1. In the Filter section, tick the box for Distribution Account. • Allocation view print format:Companies that use the allocation feature can allow users to see a summary of all allocations on an expense report. Looking for. This process is the same as viewing, editing, and deleting personal expense reports or cash advance requests. Today, we’re pleased to announce a new Amazon Business Integration for Concur Expense. Help says I can combine the charges by using Match (I think) or Combine. Please pass this forward to the development team. Both original receipts will be used up in this process, and only the new combined receipt will remain. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. The Amazon Business Integration for Concur Expense eliminates the need to import receipts from Amazon Business by allowing receipts to directly flow into an employee’s available expenses from their Amazon Business purchase. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. The app will present your phone’s camera to take a photo or click on “+ Expense. In addition, the administrator has many more options with. To unite with combine spending: Go into your Expense Report. One was 12,500 TRY and the other is just over 3,000 TRY. Enable SSO in Test Environment . is pending Financial Unit Approval, you may recall the. Click the checkbox next to the two expenses you wish to combine. You most likely will need to. . By automating the expense reporting process, your business can increase compliance, avoid risk, and be more efficient. guidebook for using Concur. An automated solution can help streamline these tasks. Concur Creating Expense Reports as a Delegate . Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. Click on that and it should show you what itinerary is assigned. This integration reduces the time and effort. You will be taken to the Concur home page. Click Move to and a list of available reports appears. Create Expense Report . A pop-up will appear containing two tabs, one for Available Expenses, the other to Create New Expense: Available Expenses holds University card transactions. 3. 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. 1. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. Scroll down to the Available Expenses section and click the little check box next to the item. 100 Mobile release. create a multi-city Expense Report in the Concur Expense Module. On the Expense Source page, click Separate (bottom of the window). 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. This infographic is for clients on the Standard edition of SAP Concur solutions. Requests, on the Quick Task Bar. If I select all three, "Combine Expenses" is greyed out. button to recall it and make edits. To merge: Go to Expenses on the left sidebar. Jun 5, 2018 02:45 PM. 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. Received this alert with a travel expense report: "This expense has no matching travel reservation. Merging two expenses when one report has already been submitted and reimbursed. @EdwinaM you cannot combine entries that have the same payment type, so what you experienced is by design. Hello. This option would need to be enabled for the company under. 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. Not sure why this alert appears and do. Select the module from the top of the screen. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. Report Details, select the . 3K. 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. (Below) Another option is to delete one of the two reports you need to combine. View Report Expenses by List or by Detail. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. Ap. Up merge or combine expenses: Walk into your Expense Report. Users will need to click the Attendees link towards the top left of the expense page:. You will also learn how to set up add your bank account to your profile and track your reimbursements. 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. Then go to every other report, select the company card transactions that are older than 60 days. I'm not sure why SAP Concur didn't match the two together automatically. On the expense report page, select Details > New Itinerary. The system does not allow you to import more. This means you can run reports that others have created. Selecting the two expenses line items to be me. Admin. The first type is what we call an Expense Approver. Learn when receipts are required and how to upload them to Concur. Once total selected,. We would like to show you a description here but the site won’t allow us. Method 1: To start from Concur Requests: 2. Then, try our . 1 - Transactions 360. Since assigned and unassigned transactions have many of the same data elements (transaction date, vendor, amount, etc) using a join would cause the data in the report to be out of alignment. sap concur adding card transactions expense report 2021_24 opensap-archive. This means you can run reports that others have created. 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. • If the company uses Concur Travel & Expense, e -receipts are automatically matched with the user's itineraries and card charges – eliminating the need for the user to type in folio data and submit paper receipts for expense reports. Select Available Expenses to locate the University Card transactions, i. The expense user logs in, creates an expense report and fills out header information. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. 0 2 302. Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. The screenshot below shows an example from one of my demo sites. You will only be able to delete expense reports or cash advance requests that have not yet been submitted. 01. Watch the video Read the procedures 1. If a match is. g. Select the drop-down icon to choose the two expense accounts only. A pop-up will appear - click the. 0. Aug 9, 2022 01:50 PM @LoriAux open the report with the transactions yourself want to go. You are trying to combine expenses line items that have different expense types. To create a report: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Report. all ExpenseIt entries will be moved to an expense report automatically. Enter a Detailed Business Purpose. Expenses are added as part of the Concur report process (Concur Expense: Creating a New Expense Report). Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file. A menu appears. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. Hope this helps. In the Mobile App, the receipt images are stored under Expenses: a. I've provided a screenshot of how to delete a report. 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. SAP Concur Employee. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Edit the Report period. Click the Reservation link (on the expense report) to view the reservation on the Expense Source page. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. To combine them manually, select both and click Combine Expenses. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. March Expense Professional Release notes. Expense . We would like to show you a description here but the site won’t allow us. . 1. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. Community Manager. On the landing page of the application, go into Expense Reports. Users have the ability at merge or Combine Expenses when the two selected expenses belong from different sources. 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. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. It helps eliminate paper receipts and makes it easier for you to complete your. Log in to the Concur mobile app and select “Receipt. Manage travel and expenses anywhere, anytime with Concur's Mobile App for iPhone®, iPad®, Android™ and BlackBerry®. Concur Expense: How can I merge two expenses stylish concur; Options. . The Expense source page displays both the Reason description and Comparison. In the Expression Definition type “current_date” but without the quotation marks. Expand all. Verify the imported expense (s) appear in the Expenses list. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. There are two methods to link approved Travel Requests to Expense Reports as. Concur Expense: Tips & Tricks Webinar Guide. 0 2 1,585. Keep your employees safe and connected, allowing you to fulfill duty of care. Click on the Expense Report you want to add a receipt to or Create a New Report. Requests, on the Quick Task Bar. Dec 22, 2022 09:15 AM. To add an entry to your expense report, check on the box to the left of the entry and select Move-> To Current Report. @jonwarr you should be able to click Report Details from your open expense report. For example, an e-receipt line item can be merged with one financial card real. 4. Expense splits the combined item into the original two items. Select every line item you wish to move by using the little checkbox. If its possible what are the steps to be followed. Attaching Receipts to Expenses Receipts can be added to existing Expenses. . For example, an e-receipt line item bottle be merged with a credit select operation. Click on the Customize button. However, the true beneficiary of expense reports is the business owner. I used a corporate card for the transaction as well. The only way company card statements or transactions can come into SAP. A global survey of finance and IT leaders found that 42% of companies saw increased employee productivity thanks to automated expense management processes, such as digitising expense receipts and auto-populating expense reports using a mobile app. Select all expenses and click Allocate Selected Expenses. You will also learn how to set up add your bank account to your profile and track your reimbursements. Concur Reporting 101: Reports to Start With - SAP ConcurConcur Expense: Receipt Handling – Digital Receipts Setup Guide . 03. 4. Select the couple cost line items to be me. [Reference: SAP Concur User Guide – Signing In] On the home page, there. The expense report page appears, ready for you to add expenses. e-Receipts in Concur 4/5/2019 1 . On the menu, click Expense > Manage Expenses (on the sub-menu). Oct 6, 2023 Knowledge. Travel & Entertainment Card FAQs. Action. Launch Course. Concur Expense . See a complete list of SAP Concur integrated solutions that help to control business expenses and increase visibility. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. The page refreshes, displaying the required and optional fields for the selected expense type. Select Merge. It helps eliminate paper receipts and makes it easier for you to complete your. 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. - Go to expenses and click the cc expense. Automate Expense Reports. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. The Available Expenses section is located in the middle of the Manage Expenses page, as well as on the Concur landing page: The table for available expenses is at the bottom of the expenses page. Auto-suggest serves you quickly narrow down your search resultat by suggesting possible matches as him type. 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. by shine in Concur Expense yesterday . Read the User Agreement. The queries take about 2 minutes to create. Thanks, GregWhen I try to combine the two expense items, system prompts me that the expenses cannot be combined. My question is if in the section "Process Reports" in Concur, Is it possible change layouts, add or remove columns, for more or less information?. Keep your employees safe and connected, allowing you to fulfill duty of care. When the Manage Expenses sub-menu appears, click the + Create New Report tile; or Unable to combine separate expenses for single reservation. It's a customizing? Thanks. Click OK. 3. 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. Select the desired Unsubmitted Expense Report. The employee can also return cash “manually” to the Cash. The Report Library View displays Active Expense Reports. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). The first image (Receipt) were uploaded with the Receipt feature. Select the drop-down icon to choose the two expense accounts only. Please refer to this video to learn more about copying an expense in Concur. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. If I select all three, "Combine Expenses" is greyed out. Report Header. create a Travel, Entertainment, and Reimbursement Expense Report in the Concur Expense Module. First time using Concur. Get your file. From the Manage Expenses. Last Revised: August 25, 2023. Add the associated out-of-pocket expenses, attach the imported credit. SAP Concur uses the Pending Card Transaction payment type, regardless of whether the admin has activated this payment type for the group. 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. 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. You can select multiple expenses to allocate all of them to the same chart string if desired. Please perform the keep: - Drive the CC expense from you report to expenses. Click the checkbox next to the two. Aug 8, 2022 03:10 PM. Transactions will be listed in the employee’s Available Expenses or may auto-assign to an Expense Report. Regardless, the travel allowance wizard and menu appear only if you meet the. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. Supplies. Additionally, large reports may become challenging for approvers to thoroughly review. g. The page refreshes, displaying the required and optional fields for the selected expense type. When the Manage Expenses sub-menu appears, click the + Create New. 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. 100 Mobile release. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. Read the procedures 1. Home; Home; Forums. Includes cost object information and expense report type. It will give you 4 options, the first two of which are the best IMO. 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. 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. . Overview . To start an Expense Report click . 3. . 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). I can't find a way to combine all three expenses. 1. 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. 2022_01. 3. An ExpenseIt entry and a corresponding credit card transaction in an expense report can be matched by clicking on the Combine button. Let me know if this works. The total comes out to the exact amount paid for the hotel nights + taxes as shown on our receipt, but there is no way for me to itemize the charges to perfectly. Thank you, Kevin Dorsey. How Do I Create/Update New User Shapes Using. 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. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. The first would be from the expense details at the line item level. The ChartFields default from your Concur Profile. Log in to Concur via Single Sign-On. 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 integrates travel requests, expense reporting, travel booking, and authorization solutions. 1 - Transactions 360. With pdfFiller, it's always easy to work with documents. ) Click Create Report. SAP Concur Expense solutions will automatically download the transaction details and will create an expense. Once the card charge is added, you can select both items (using the little checkbox to the left) and then click Combine. App Centre. If the expense report is returned to the employee, then the . 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. . If the Expense Report is not pending approval or is already approved, you will be able to edit the Expense Report. If the Append button does not appear, click Save Expense and reopen the Expense Item. Then click "Create" to create an expense report OR use the Coupa app on your phone. Another option is through the Concur app. 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. Create Expense Report . UATP-United Airlines. expense report without adding a receipt image to the car rental expense entry, asApp Center Brochure: Amazon Business Integration. I think what is happening is that the Delete button you mentioned is for deleting an expense from the report, not to delete the entire report. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. Open an expense report. That should hopefully do the trick. This will create a Statement Report for you. Discover how you can customize expense entry analysis by rolling up top expense types by the approved amount and adding a. If employees create monthly expense reports that match. Add text, images, drawings, shapes, and more. For example, in e-receipt line thing can to merged using ampere credit card transaction. Enter Transaction Detail by Account in the search box. Thanks. That should hopefully do the trick. 2. Automated, fast, and accurate expense reporting helps you improve productivity, compliance, and control over spend. If it is, then the user must add the company card charge to the same report, then the items will match. The expense first needs to be moved from a report into Available Expenses before you get the detach option. To move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. Thanks. Note: The Check-in date should pre-populate based on the transaction date you entered when creating the Hotel expense. Employees naturally expect any personal funds expended for business to be paid back to them. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . 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. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright. Learn more . The University of Delaware will launch a new Travel & Expense Management program to all University employees in 2019. - Send again the CC to the report and you will be able to combine it with the Expense. 2022 IDC Report: The Business Value of SAP Concur Solutions. The first would be from the expense details at the line item level. Combine expense and invoice data from your SAP Concur solutions and Xero in just one click. Regardless, the travel allowance wizard and menu appear only if you meet the. Click on the Customize button. Click the Delete icon next to the Report Name. Open your expense report and go into the expense entry to which you need to attach multiple receipts. Enter the Check-out date. View the Expenses in. Click the Create New Report tile. 02. Review, Approve & Audit Built-in workflow. 12 CYN adding an additional transaction negative for -360. ”. I have two reports with different data.