12 CYN, choosing. 7. View Report Expenses by List or by Detail. 4. The basic process The basic steps to complete an expense report are: Create the report and provide the report-level information (such as the expense report name, purpose of. Have the user open their expense report on the app. 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?. At a certain. I imported both charges into my expense report. Click OK. The first would be from the expense details at the line item level. Have your company card administrator "hide" them from your view. The answer is yes. Click on the Expense Report you want to add a receipt to or Create a New Report. (Below) Another option is to delete one of the two reports you need to combine. However, there are two types of approvers in SAP Concur. guidebook for using Concur. Users have the ability at merge or Combine Expenses when the two selected expenses belong from different sources. 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. Click on the Add. 1 - Transactions 360. auto-create an expense report from that trip. A lot of our customers use the processor approval as the final approval for the expense report. Select your desired Expense Report from the Report Library. This Quick Reference Guide demonstrates how to itemize an expense in Concur when preparing an expense report. From the left pane, go to the Reports menu. Hello. The allowable amount is calculated on a daily basis and is not aggregated over the entire period of the trip. Click Upload Receipt Image to search and select the image from your files to append. How will the system know which one to use?To create an expense report using Android: Open the SAP Concur mobile app. • 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. 1. Review, Approve & Audit. 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. Add the associated out-of-pocket expenses, attach the imported. Look to see if the Delete button has become active. never be pulled into a report without the transaction. Creating a New Expense Report . In the Filter section, tick the box for Distribution Account. On the landing page of the application, go into Expense Reports. b. . . Feb 1, 2021 11:43 AM. 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. how to un combine the expenses. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. In the Amount field add the total amount of the hotel bill. Expense Processor. Regardless, the travel allowance wizard and menu appear only if you meet the. Select all expenses and click Allocate Selected Expenses. If you still have questions after watching the video, let me know. As a reminder, all travel by University employees which includes. Solved: Dear, Currently I have an expense (Hotel) in my report which gives an " This expense cannot be submitted until it is matched to an. If it is, then the user must add the company card charge to the same report, then the items will match. 5. 4. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. 1. Open your expense report and go into the expense entry to which you need to attach multiple receipts. Open your expense report and go. The system does not allow you to import more. Complete all required fields (those with red bars) and the optional fields as directed by your company. On the right side of the screen, add an allocation row for each account combination to be charged. On merge conversely combine expenses: Go at your Expense Report. 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 merge or combination expenses: Go into your Price Report. • Allocation view print format:Companies that use the allocation feature can allow users to see a summary of all allocations on an expense report. That should hopefully do the trick. 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. Check the box next to your desired transaction to select it. I kn. Center for Workplace Development 1 . Oct 6, 2023 Knowledge. Employee Reimbursement System. It has increased time spent on an expense report which takes away valuable time from doing a job. This course is intended for advanced Concur users who are interested in ways to make their expense reporting activities more efficient. 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. 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. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. Ensure that there are no receipt images attached to the selected expense line items. 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 . Otherwise, you can use the "+New Expense" button to manually create an. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. Click on the Customize button. 3. When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options. You should be able to delete it. Request, and click . Do you not see the option? I hope this helps. On the Expense Source page, click Separate (bottom of the window). Concur. The only way company card statements or transactions can come into SAP. You will only be able to delete expense reports or cash advance requests that have not yet been submitted. Now it’s time to add expenses to your expense report and to add information to. You should see a drop down menu of options. You can choose from the following: a) In the top menu, click on Expense. If the Expense Report is not pending approval or is already approved, you will be able to edit the Expense Report. Click the checkbox next to the two. You are trying to combine to out of pocket expenses. Please pass this forward to the development team. An expense report was auto-submitted on the 16th of the month with a corporate credit card expense from the 8th of the month. Expense splits the combined item into the original two items. - Send again the CC to the report and you will be able to combine it with the Expense. To merge or create expenses: Go into you Expense Report. 1. Next, have the user drill into the expense line item. From the SAP Concur home screen, click Expense at the top of the screen. 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. Combine expense and invoice data from your SAP Concur solutions and Xero in just one click. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. 1 Solution. If they are a match simply click Continue and Concur Will combine your data nto one expense entry per match. Click OK. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. Create an Expense Report for Travel Booked in Concur . Video: Itemizing Hotel/Lodging in a Travel Expense Report in Concur. 0. Merging two expenses when one report has already been submitted and reimbursed. Click the radio button for the From date. On the right side of the screen, add an allocation row for each account combination to be charged. To connect or combine expenses: Go into your Charge Report. 5. Sign your document online in a. Just make it a one day stay. Employees naturally expect any personal funds expended for business to be paid back to them. One reports has Order Number, Serial number etc. I know that there should also be an expenses one which is the one that I actually need to use. I don't think this is quite as complicated as that situation. This integration reduces the time and effort. Did this response answer your question?To move a receipt and the line item is is attached to: On an expense report open, select the expense line item (with attached receipt) that you want to move. @jessicaholt1983 Thanks for posting in the SAP Concur Community. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. 6. If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. Choice the two expense line items to be me. 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. A pop-up will appear - click the. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. 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. You can edit them for this Report, if necessary. SHARE. expense report without adding a receipt image to the car rental expense entry, asApp Center Brochure: Amazon Business Integration. Jun 16, 2022. 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. March Expense Professional Release notes. Unable to combine separate expenses for single reservation. I selected the two expenses on the left side of my expense report. Hi guys! In order for the receipts to merge with the credit card expenses, please make sure that both expenses remain unsubmitted. Click each report to review it. To merge instead combine expenses: Go into your Issue Message. About SAP Concur. @jonwarr you should be able to click Report Details from your open expense report. If trains are not an option based on the search criteria, SAP Concur will only return the flight options. P. Click the Create New Report tile. • Add transactions to the expense report when available in Concur • Upload receipts • Assign expense codes and cost center • Submit report in Concur • Report is reviewed and approved by department approver/supervisor • Report is reviewed and approved by MET Finance • Report is reviewed and approved by the University’s Travel. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. To manually add an expense to a report: With the report open, click Add Expense > Create New Expense. . Concur Expense: How can I merge two expenses stylish concur; Options. Concur Expense does not have the capability of creating reports by statement period, it only creates by Month or by Trip. " The trip was booked through Concur. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. create a Travel, Entertainment, and Reimbursement Expense Report in the Concur Expense Module. . Keep your employees safe and connected, allowing you to fulfill duty of care. Aug 8, 2022 03:10 PM. Concur Expense Report Quick Guide 5. Then each of those National Directors can use the Approve & Forward option. We address the ones who are submitting too many unnecessarily. If so, click Delete. Select Itemize from the lower right corner of the line time. We address the ones who are submitting too many unnecessarily. 6. You will be given options on how to add the receipt. 1 - Transactions 360. If employees create monthly expense reports that match. Customer have the ability to merge or Combine Expenses when the two selected expenses are from diverse sources. Action. If the Append button does not appear, click Save Expense and reopen the Expense Item. Mileage. 00. From the Best Practices Dashboard to configuring approval flows to an online Help menu in 21 languages, this eBook covers everything you need to know to get the most out of your Concur solution. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. 1) To attach a receipt on the Select receipt from menu, tap: • Take Photo to use your. This issue is preventing me from submitting the expense report to my company for the airfare payment. S. 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. Edit the Report period. Select the drop-down icon to choose the two expense accounts only. • Users can access and print e-receipts at any time from within Expense. 00 if purchased using the UConn travel card. We would like to show you a description here but the site won’t allow us. Up merge or combine expenses: Walk into your Expense Report. On the expense report page, select Details > New Itinerary. 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. Click the Expense Report with the status of Not Submitted that you want to delete. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. 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. On the menu, click Expense > Manage Expenses (on the sub-menu). It helps eliminate paper receipts and makes it easier for you to complete your. Click Add. Select Merge. . We would like to show you a description here but the site won’t allow us. Scroll down to the Available Expenses section and click the little check box next to the item. a. Learn when receipts are required and how to upload them to Concur. I suggest speaking with your direct manager first and foremost to make sure you have the. And then -- if you did pay a lodging deposit -- be sure you have a separate expense line on your report for Expense Type Lodging Deposit (Pre-Trip). Once you select it, click Save. Click the checkbox next to the two expenses you wish to combine. The custom query does need to be built by each processor when they are logged into SAP Concur. Expense . The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. This will put the the MasterCard charge back in your available expenses. When reading the Expense v4 API details on. Discover how you can customize expense entry analysis by rolling up top expense types by the approved amount and adding a. Initiating one Expense Merge: on the web download. Note: Concur imports a maximum of 60 U-M Card transactions at a time. Preview unavailable The option to combine expenses will not appear if: To combine them manually, select both and click Combine Expenses. , refer to those KBA's. 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. Click Create Itemization. Note: The Amazon Business Integration establishes the connection for your entire organization. Concur will create another expense line with the same information, with one day added to the date. 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). There are 4 Concept Fields folders in the data warehouse, just so you know. Select all expenses and click Allocate Selected Expenses. 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. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. An automated solution can help streamline these tasks. Enter values in the corresponding fields . . SAP Concur Expense solutions will automatically download the transaction details and will create an expense. This only happens if the Pending Item is not already on an expense report. Click one of these: New Report (at 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. 4. Includes cost object information and expense report type. 2. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. An ExpenseIt entry and a corresponding credit card transaction in an expense report can be matched by clicking on the Combine button. Both original receipts will be used up in this process, and only the new combined receipt will remain. 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. Create an Expense Report for Travel Booked in Concur . 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. 4. Manager of the employee. Note: The Check-in date should pre-populate based on the transaction date you entered when creating the Hotel expense. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. When the allocate line appears, look for the Cost Center or Department field and enter the old department. When I log onto SAP Concur the only tabs that I see at the top is 'Travel' and 'App Centre'. That will match them together. We would like to show you a description here but the site won’t allow us. From the Concur homepage, click Expenses near the top of the page. However, the true beneficiary of expense reports is the business owner. 3. 🙂 So, on hunch I went into your account and looked at one of your expense reports. UATP-American Airlines. 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. 3b If applicable, mark any . Select a transaction, then click the Move button and select To New Report. Select Itemize from the lower right corner of the line time. If you would like to match the two items before your report gets fully approved, you can log into SAP Concur, click Expense at the top of the screen. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. Select the expense type that applies to the first itemization. I don't think this is quite as complicated as that situation. Report Header. Shouldn't she been able to connect in this scenario? Both entries were already added to an expense report. Each meal expense is added to a Concur expense report under the expense type of Individual actual Meals. So, for your example you can select Sent for Payment Date from September 30 to October 31. 1. Requests, on the Quick Task Bar. I received two charges from a hotel (a deposit and the actual charges). When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. An expense report allows employees to document each business expense, provide a corresponding receipt and get reimbursed from company funds. It's a customizing? Thanks. This will create a Statement Report for you. 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. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). To combine them manually, select both and click Combine Expenses. ; In the pop-up that follows, hover over the expense you want to select as the master expense and click Select. Method 1: To start from Concur Requests:. Part 3: Enable travel-related options: Allow users to combine expense into a single merged expense. Dec 22, 2022 09:15 AM. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. • Can run for… Range of Time Specific employees Specific expense types Trip/Report types Creating a New Expense Report . Transactions will be listed in the employee’s Available Expenses or may auto-assign to an Expense Report. Now it’s time to add expenses to your expense report and to add information to. Selecting the two expenses line items to be me. Eventually, the employee must create one or more expense reports (depending on configuration) to account for the cash. - Go to expenses and click the cc expense. The other expense report is in a submitted state pending external validation. Enter Transaction Detail by Account in the search box. For a demonstration of our NextGen UI, click Itemizing Expenses. The University of Delaware will launch a new Travel & Expense Management program to all University employees in 2019. Thanks. 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. To see if they do, click Expense at the top of the SAP Concur home screen. (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. 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. ”. I have a hotel stay and for some reason it charged the card in two transactions. • Expense reports should be submitted within 30 days of theCommunity Manager. Last Revised: August 25, 2023. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. The ChartFields default from your Concur Profile. How ca i merge them together ? acted did see any merge menu when i choose these two. (The fields that appear on this page are defined by your company. 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 Select receipt from menu appers. On the Report Header screen, enter a name for your report using the naming convention recommended by your company. To move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. Complete the fields as directed by your company. Yes, I figured it out. Once selected Click Allocate. Sign into SAP Concur to access your home page. 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. Create Expense Report . Read the User Agreement. You can select Append on a previously used receipt or document, if displayed. The expense report page appears, ready for you to add expenses. - or - On the menu, click. Click the Add Expense button or select the existing expense. Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. Open your expense report and go into the expense entry to which you need to attach multiple receipts. 2. Expense splits the combined item into the original two items. Click the Delete icon next to the Report Name. To add an entry to your expense report, check on the box to the left of the entry and select Move-> To Current Report. is not pending approval or is already approved, select the. Expense Report Process. ”. I can't find a way to combine all three expenses. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. Finance. From the Manage Expenses screen, scroll down to the Available Expenses section. The screenshot below shows an example from one of my demo sites. Under Expense Settings, Select Expense Credit Cards. Expense. 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. 3. Select every line item you wish to move by using the little checkbox. Sign into SAP Concur to access your home page. under the . Method 1: To start from Concur Requests: 2. 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. ”. you can actually combine them or let the system combine them. August 2021 release. To combine them manually, select both and click Combine Expenses. How Do I Create/Update New User Shapes Using in Importing File? How Go I Manually Create one New SAP Agree Profile? The basic process The basic steps to complete an expense report are: Create the report and provide the report-level information (such as the expense report name, purpose of the report, and so on. . . 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. How to Itemize an Expense . ), and other information. Employees will be able to book their trips directly with our travel partner without ever leaving. e-Receipts in Concur 4/5/2019 1 . 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. In the Expression Definition type “current_date” but without the quotation marks. 2. After you click it a date field will pop up. Unable to combine separate expenses for single reservation.