I received the Diners Club card statement and the charge appears in the statement. you can actually combine them or let the system combine them. Overview . 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. You cannot actually assign reports to specific processors. 4. On the screen that opens you will see your submitted report. 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. Select the drop-down icon to choose the two expense accounts only. Oct 6, 2022 01:21 PM. Submit them on an expense report. 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. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. . The system is waiting for the actual company card charge to come in. To merge: Go to Expenses on the left sidebar. Users have the ability to merge alternatively Combine Expenses when the twin selected expenses are from different sources. On the Expense screen, click the +. Select every line item you wish to move by using the little checkbox. Best regards, RohanFrom here select Process Reports. 4. 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. I find the SAP Concur Mobile App - Feature List by. You can select multiple expenses to allocate all of them to the same chart string if desired. Eligible expenses meet all the following criteria: • The expense is from an itinerary, an e-receipt, or ExpenseIt. From the Manage Expenses screen, scroll down to the Available Expenses section. To start an Expense Report click . 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. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. (Below) Another option is to delete one of the two reports you need to combine. From adding all expense report details and receipts to submitting, reviewing for accuracy and. Supplies. forms signed. 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. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. It also depends on the Source for the expense e. The first image (Receipt) were uploaded with the Receipt feature. 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. On the Concur home page, select Expense. For importing expenses, there are many ways and depends on the payment method. 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. Initiating one Expense Merge: on the web download. If the expense report is returned to the employee, then the . • Company Bill Statement Processor: This role views and updates statement reports in Expense Processor. The Expense source page displays both the Reason description and Comparison. S. 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. Concur Expense; NextGen UI for Concur Expense Professional Edition End User Help; Expense User; Expenses; Work With Available Expenses; Combine and Separate Transactions; NextGen UI for Concur Expense Professional Edition End User Help. 1. Review or change the information as appropriate. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. - You will see that there is and expense already combined. This issue is preventing me from submitting the expense report to my company for the airfare payment. Last Revised: November 14, 2020 . How Concur identifies and combines expenses in a report. be deleted by approvers and must be deleted by the user or their. If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. For a demonstration of our NextGen UI, click Itemizing Expenses. For example, an e-receipt line item can be fused with a credit card store. Bottom Line: Concur Expense is part of SAP Concur’s suite of expense and travel management apps that are best suited for midsize businesses. By going to the expense report, if you have ONLY one expense line which should go to a specific different project, depending how it. (The fields that appear on this page are defined by your company. If the video helped and you were able to allocate the expense, please let me know that as well. Using the Concur Mobile App. 00 Not Submitted I Report Number: SA8S14 rint/Share v Manage Receipts v View Available Receipts Ele-Receipts in Concur . Under . 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation. Aug 9, 2020 03:30 AM. Reduce time spent on expense reports by streamlining the process. 40 Other Room Tax 2 [2 Combine room rate and taxes into a single entry Additional Charges (each night) nse T Choose an expense type Expense Type Choose an expense type Amount So we have to manually upload the same invoice for 100+ expenses and explain it. All they need to do is choose the Managing Director. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. Click the Combine Expenses button. I have a hotel stay and for some reason it charged the card in two transactions. To see if they do, click Expense at the top of the SAP Concur home screen. This guide provides instructions on how to create an expense. ”. 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 first step was to create your expense report by completing the Report Header in Concur. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. On the Expense Source page, click Separate (bottom of the window). If they are a match simply click Continue and Concur Will combine your data nto one expense entry per match. SAP Concur Community Manager. Have them select that option to see the current receipt. Please perform the keep: - Drive the CC expense from you report to expenses. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. Select the drop-down icon to choose the two expense accounts only. 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. Shouldn't she be able to combine in this scenario? Both entries were even added to an expense report. After you click it a date field will pop up. Log into Concur using your Single Sign-On. Supplies. Employee Reimbursement System. Manager of the employee. However, the true beneficiary of expense reports is the business owner. When it does, it should match up to the Pending Card Transaction item. On the menu, click Expense > Manage Expenses (on the sub-menu). Gain visibility to make. Jun 5, 2018 02:45 PM. 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. The first is "add attendees from Outlook Calendar". On the menu, click Expense > Manage Expenses (on the sub-menu). Click the desired expense type. Learn when receipts are required and how to upload them to Concur. I received two charges from a hotel (a deposit and the actual charges). Select Available Expenses to locate the University Card transactions, i. That should hopefully do the trick. 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. Concur Expense: Company Card Setup Guide for Standard Edition . This web-based service provides the tools you need to request. - Send again the CC to the report and you will be able to combine it with the Expense. . Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. 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. 0. We also run a report on the number of reports an associate is submitting each month. Click Move to. Intelligence. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. The first is "add attendees from Outlook Calendar". 0 2 302. ME kn. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. ”. The other expense report is in a submitted state pending external validation. Creating a Travel Expense Report. Select of two expense line items to be me. - Go to expenses and click the cc expense. Have the user open their expense report on the app. Hope this helps. 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. 1) To attach a receipt on the Select receipt from menu, tap: • Take Photo to use your. The permission is for what some term as Back Office approval of the expense report. 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. 2. Have them select that option to see the current receipt. b. Travel Start Time: time leave official headquarters or your. You can choose from the following: a) In the top menu, click on Expense. We would like to show you a description here but the site won’t allow us. • Expense allocation form: Companies that use the allocation feature define the form that appears whe n a user allocates an expense. From the Filter Condition field, click the drop down arrow then select Range. It makes itemizing the 5 different expense categories difficult. SAP Concur Expense solutions will automatically download the transaction details and will create an expense. 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. In the Filter section, tick the box for Distribution Account. guidebook for using Concur. Note: If all lodging was paid ahead of time, you may have a big lodging deposit or more I received two charges from a hotel (a deposit and the actual charges). That way you can follow step by step in your actual expense report. Automated, fast, and accurate expense reporting helps you improve productivity, compliance, and control over spend. Sign into SAP Concur to access your home page. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. 3. 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. 2. On the Details menu in the Expense list of a report, select Allocation. Combine expense and invoice data from your SAP Concur solutions and Xero in just one click. (If on the Legacies UI, Name the two expense line items, and click Combine from the list of options that wishes appear to the right) You ca also combine expenses von your list of Available Expenses before you are added into an expense report. To "fix" this mismatch go on the expense itemized, and in one of the line you add a 0. The option to Add Receipt now says View Receipt. Click the Create New Report tile. (The fields that appear on this page are. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. -. workflow can combine one or more standard Expense approvers and one or more authorized approvers. On the landing page of the application, go into Expense Reports. Take control of your travel program and see how travel dollars are spent. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. Create Expense Report . Other reports has Only Order number. Click on the Add Receipt icon. From the left pane, go to the Reports menu. From the Manage Expenses. - Separate and delete the "fake" expense. Add an item from your Available Expenses library (for example, card charge, e-receipt) to your report. Employee that submitted report. 12 CYN, choosing. 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. You can combine a cash or pending card transaction item to a. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. Click on the Customize button. Click Expense at the top of the screen. 0 0 27. Sign into SAP Concur to access your home page. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. You are trying to combine to out of pocket expenses. Search for then select your bank name. The queries take about 2 minutes to create. •2. SAP Concur is committed to reinventing travel, expense, and invoice management with tools that simplify everyday processes and create better experiences. That will do it. 4. button to recall it and make edits. 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. Creating a Travel Expense Report. OR. How to combine expenses in Concur Mobile? by AASM in Concur Expense Friday . create a multi-city Expense Report in the Concur Expense Module. 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. At a certain. The employee can also return cash “manually” to the Cash. 2. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. I am with a new company now, and all they have are the canned reports that Concur provides which. 3. On the expense report page, select Details > New Itinerary. On the Report Header screen, complete all required (compulsory) fields. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. 0. Concur Expense; Concur Invoice; Align Trip; Additional Products; General;. The page refreshes, displaying the required and optional fields for the selected expense type. Now it’s time to add expenses to your expense report and to add information to. On the expense report page, select Details > New Itinerary. Super User. When the Manage Expenses sub-menu appears, click the + Create New. Use the Expense Type Lodging Deposit (Checkout Credit) and enter the deposit as a negative amount. SAP Concur Community. 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. 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). 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. This web-based service provides the tools you need to request and book travel, as well as create, and submit expense reports. Review, Approve & Audit Built-in workflow. If these two line items are supposed to be one expense, just delete one of them. In Concur, delegates are able to perform a number of tasks on behalf of another user, including creating new expense reports. Click the More icon on the top of the page. Repeat until the Remaining Amount is $0. Create an Expense Report for Travel Booked in Concur . Creating a Travel Expense Report. Employees naturally expect any personal funds expended for business to be paid back to them. 100 Mobile release. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. We turn the difficult into simple, make the unknown known, and put an end to tedious tasks. • Concur Expense automatically generates a receipt image that accompanies the expense, on the E-Receipt tab of the expense entry. Also, you’ll be guided to helpful resources for both end users and admins as. Aug 9, 2022 01:50 PM @LoriAux open the report with the transactions yourself want to go. Then you can add the other PCard transactions that fall in the statement report date range to the report. Click on the Add. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. 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. . 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. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. Have the user open their expense report on the app. The Concur Expense video series provides a step-by-step demonstration with quick and simple tips to support and optimize your expense management solution. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. 2. From an open expense report, click the Hotel line item. 3 . Group the Expense List. To add. Clarified that the Combine button functions differently under the two different user interfaces – Legacy (current UI) and Next Generation (NextGen). 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). 1. Report: Expense Reports By Country. This allows them to approve the report then choose the next person to approve. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. Add the associated out-of-pocket expenses, attach the imported. (Instructions for installing the app are at the end of this email. Click Upload Receipt Image to search and select the image from your files to append. Both original receipts will be used up in this process, and only the new combined receipt will remain. - or - On the menu, click. Automatically audit 100% of expense reports for fraud and compliance issues. The expense user logs in, creates an expense report and fills out header information. Travel & Entertainment Card FAQs. This expense still shows the purchase as a "cash" purchase and didn't change to the locked credit card icon. Consolidate your spending data. Users have the ability to merge or Amalgamate Expenses when the two selected spending are from different sources. 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. I am with a new company now, and all they have are the canned reports that. When reading the Expense v4 API details on. 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. And an other situation is If the information to download like an Excel File will be exactly like I see in Screen in Concur. To recall the report: Navigate to the Expense tab at the top of the SAP Concur homepage. Unable to combine separate expenses for single reservation. . The IT help desk where I work hasn't got very far with solving this so I was wondering if anyone here could help. Select the desired Unsubmitted Expense Report. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. by shine in Concur Expense yesterday . 2. If I select all three, "Combine Expenses" is greyed out. I need to expense them as one expense. Repeat until the Remaining Amount is $0. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. There are two methods to link approved Travel Requests to Expense Reports as. Using Concur Expense, you can view a list of any unassigned company card transactions and assign them to a new or existing expense report. The app will present your phone’s camera to take a photo or click on “+ Expense. Check the box next to your desired transaction to select it. Action. The Manage Expenses page displays. At the top of the expense details they should see an option that says View Receipts. 5. From the SAP Concur home screen, click Expense at the top of the screen. We do encourage them to add multiple expenses to each report. The system isn't designed to do that. Select Concur. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. This will bring up all reports in the Approved & In Accounting Review status. You are trying to combine to out of pocket expenses. The expense should be than not showing you any warnings. e. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. Solved: One of our users has proven combining a credit card charge (with no receipt attached) to einen expense created over ExpenseIt (with a receipt SAP Concur Community Sign With 1. Select the couple cost line items to be me. Aug 1, 2018 04:19 PM. Users have this ability to merge or Combine Expenses when the two selected expenses are from varying sources. How can i merge yours collectively ? did not see any merge menu once i choose diese two. The Cash Advance administrator issues the cash advance in Concur Expense, and the company pays the actual cash to the employ ee. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. guidebook for using Concur. The Concur Travel & Expense system will combine and streamline business and travel purchases including UD Credit Card transactions. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. Log in to Concur via Single Sign-On. - You will see that there is and expense already combined. If so, click Delete. Click on the Expense Report you want to add a receipt to or Create a New Report. It will give you 4 options, the first two of which are the best IMO. Click the checkbox next to the two expenses you wish to combine. 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. If trains are not an option based on the search criteria, SAP Concur will only return the flight options. To append additional receipts or documentation to the Expense. This is the assigned manager for the employee. . Select the claim that you decided will be the one to submit. 0. 4. ii) Copy a previously submitted expense claim. . Dec 22, 2022 09:15 AM. Using Expense Pay. Eventually, the employee must create one or more expense reports (depending on configuration) to account for the cash. This data co mes directly from the supplier and provides the user with a complete receipt image linked to their expense item. Shouldn't she been able to connect in this scenario? Both entries were already added to an expense report. Verify the imported expense (s) appear in the Expenses list. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. The expense first needs to be moved from a report into Available Expenses before you get the detach option. Not sure why this alert appears and do. Unions are great for taking two data sets that have the same. 1. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . Printing receipts in order of the expense report. The screenshot below shows an example from one of my demo sites. If what I described is not available, then from your report, select all the line items. A majority of customers I have worked with require each day's worth of mileage as separate line items on the. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. - You will see that there is and expense already combined. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). Tip: For easy access to Concur, favorite the “Expense. 1. Once total selected,. 01 USD or which currency is the mismatching for and press Save. The first would be from the expense details at the line item level. If you do not think you will have any business expenses in the foreseeable future, then you will need to ask that your company card administrator at your company removes this transaction from you view. You are trying to combine expenses line items that have different expense types. What i want to do is merge this two reports using macros do the Vlookup to corresponding Order numbers and get both in single workbook. 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. This occurs when the user moves an Available Expense to their expense report. Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. When the new expense opens, click. Click the Delete button. g. (Below) Another option is to delete one of the two reports you need to combine. 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. @EdwinaM you cannot combine entries that have the same payment type, so what you experienced is by design. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright. a. Report Details, select the . • An expense report is submitted after the trip to post expenses to accounts • If the employee is out of pocket for any expenses this will generate a reimbursement payment. Edit the Report period. To connect or combine expenses: Go into your Charge Report. . 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. 100 Mobile release. Enter Transaction Detail by Account in the search box. I don't think this is quite as complicated as that situation. yesterday. 12 CYN adding an additional transaction negative for -360. 8. Select all expenses and click Allocate Selected Expenses. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then. Selecting the two expenses line items to be me. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. All depends on your instructions to your employees and what information you have in your card feeds. Get started with first creating your expense report on your desktop or mobile device. To merge or combine expenses: Go into your Expense Report. Hope this helps.