Reduce time spent on expense reports by streamlining the process. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. We would like to show you a description here but the site won’t allow us. 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. Overview . 0. Note: Concur imports a maximum of 60 U-M Card transactions at a time. 3. Expense. I imported both charges into my expense report. Read the procedures 1. Unable to combine separate expenses for single reservation. Part 2: Map expense types to travel reservation (trip) types. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. In this session, you will learn time-saving tips for working with Concur Expense. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). 3. You can edit them for this Report, if necessary. I used a corporate card for the transaction as well. . (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. Select Available Expenses to locate the University Card transactions, i. Since you cannot approve your own expenses, if an employee is submitting expenses against a project that they are also the Cost Object Approver for, the report enters a second approval workflow for the employee's manager to approve the report. Sign in to your SAP Concur account. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. The page refreshes, displaying the required and optional fields for the selected expense type. 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. UATP-United Airlines. 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. Click on the Add Receipt icon. Complete the fields as directed by your company. On the landing page of the application, go into Expense Reports. " The trip was booked through Concur. The permission gives the user access. 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. Click on the Add. To get around it, i have to delete the pending charge from the expense report, then separate the receipt from the pending charge and re-add the pending charge to the report and then combine. 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. Read the procedures 1. After you click it a date field will pop up. On the menu, click Expense > Manage Expenses (on the sub-menu). The Manage Expenses page displays. To recall the report: Navigate to the Expense tab at the top of the SAP Concur homepage. - 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 . Log in to the Concur mobile app and select “Receipt. To combining or combination expenses: Go with your Expense Report. Create an Expense Report for Travel Booked in Concur . At the top of the expense details they should see an option that says View Receipts. Aug 6th, 2022. 3. Enter Transaction Detail by Account in the search box. g. This only happens if the Pending Item is not already on an expense report. b. At this point. The app will present your phone’s camera to take a photo or click on “+ Expense. If the Pending Card Transaction item is not yet added to an expense report, the system should match the corporate card. For e. 4. Dec 22, 2022 09:15 AM. is not pending approval or is already approved, select the. Supplies. Click on the expense to bring up the expense view. 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). At merge alternatively combine expenses: Go into your Effort Report. Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. Click the Append button. A menu appears. We also run a report on the number of reports an associate is submitting each month. Jun 5, 2018 02:45 PM. Return to Expenses to view the Expense with the newly attached receipt and attach it to an Expense Report at any time. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. 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. In response to jonwarr. Click Expense at the top of the screen. From the SAP Concur home screen, click Expense at the top of the screen. To separate two transactions that were combined in error, click in the Payment Type column of the. 12 CYN adding an additional transaction negative for -360. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. Concur Expense ensures all of the details—including the amount, date of the transaction, vendor, expense type and location—are accurately captured and. Used example, at e-receipt row item can be merged with a credit card deal. Sign into SAP Concur to access your home page. Also, you’ll be guided to helpful resources for both end users and admins as. March Expense Professional Release notes. Eligible expenses meet all the following criteria: • The expense is from an itinerary, an e-receipt, or ExpenseIt. Preview unavailable The option to combine expenses will not appear if: To combine them manually, select both and click Combine Expenses. Hope this helps. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. To start an Expense Report click . 1. S. The report is found when you are in. If the expense report is returned to the employee, then the . 3. Includes cost object information and expense report type. Select the two expense line items to be merged. 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 . If I select all three, "Combine Expenses" is greyed out. 00 Room Tax 23. 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. The Confirm Delete window appears. workflow can combine one or more standard Expense approvers and one or more authorized approvers. Shouldn't she been able to connect in this scenario? Both entries were already added to an expense report. Community Manager. This takes you to the Manage Expenses screen. 0 0 27. Auto-suggest serves you quickly narrow down your search resultat by suggesting possible matches as him type. The employee can also return cash “manually” to the Cash. Choice the two expense line items to be me. Select Concur. This issue is preventing me from submitting the expense report to my company for the airfare payment. Employee that submitted report. Concur Expense: Company Card Setup Guide for Standard Edition . Your controller will not be able to view receipt images by project, but can only view receipts by. We would like to show you a description here but the site won’t allow us. Because it depends on your company policy. We would like to show you a description here but the site won’t allow us. If you click on it, it will open. Click Save. ”. Click the Expense Report with the status of Not Submitted that you want to delete. Contact us today. Oct 6, 2023 Knowledge. Doing so reduces data entry for our travelers/delegates and ensures that all information in the system is properly connected. To "fix" this mismatch go on the expense itemized, and in one of the line you add a 0. plies to these SAP Concur solutions: Expense Professional/Premium edition. Ensure that there are no receipt images attached to the selected expense line items. 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. Select the approved Travel Request, and click on the Create Expense Report button on the upper right corner; this action will populate CoA information from the Travel Request to the Travel Expense The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. 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. 3K. On the right side of the screen, add an allocation row for each account combination to be charged. However, there are two types of approvers in SAP Concur. Today, we’re pleased to announce a new Amazon Business Integration for Concur Expense. Select the desired Unsubmitted Expense Report. Employees will be able to book their trips directly with our travel partner without ever leaving. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. You can choose from the following: a) In the top menu, click on Expense. Report Details, select the . This integration reduces the time and effort. The answer is yes. If the video helped and you were able to allocate the expense, please let me know that as well. You may choose to manage your own preferences. If they are a match simply click Continue and Concur Will combine your data nto one expense entry per match. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . NextGen UI. If I select all three, "Combine Expenses" is greyed out. g. 12 CYN,. If its possible what are the steps to be followed. Expense splits the combined item into the original two items. A lot of our customers use the processor approval as the final approval for the expense report. Initiating one Expense Merge: on the web download. Eventually, the employee must create one or more expense reports (depending on configuration) to account for the cash. Users will need to click the Attendees link towards the top left of the expense page:. Concur Expense. It has increased time spent on an expense report which takes away valuable time from doing a job. From the left pane, go to the Reports menu. Non Reimbursable/ Personal. Next, have the user drill into the expense line item. About SAP Concur. The expense report page appears, ready for you to add expenses. I'm not sure why SAP Concur didn't match the two together automatically. So, all you have to do is add the Employee Data item to your report then add Cost Center from the appropriate Concept Fields folder in the data. Click the Delete icon next to the Report Name. The Number of nights will auto-populate based on the Check-in and Check-out. All they need to do is choose the Managing Director. The system is waiting for the actual company card charge to come in. 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. 0. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. 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. @EdwinaM you cannot combine entries that have the same payment type, so what you experienced is by design. Click the Combine Expenses button. 2) Tap Move. 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. 5. On the menu, click Expense > Manage Expenses (on the sub-menu). - Separate and delete the "fake" 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 Manage Expenses sub-menu appears, click the + Create New. Check the box next to one or more Travel & Entertainment (T&E) Card charges related to the event 4. If I select all three, "Combine Expenses" is greyed out. For importing expenses, there are many ways and depends on the payment method. Review the E-Receipt Activation confirmation message verifying that you have signed up to receive E-Receipts. The permission is for what some term as Back Office approval of the expense report. See a complete list of SAP Concur integrated solutions that help to control business expenses and increase visibility. Enter the Transaction date which is your checkout date. Now it’s time to add expenses to your expense report and to add information to. On the Confirm Delete message, click Delete. 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. If it is, then the user must add the company card charge to the same report, then the items will match. Then each of those National Directors can use the Approve & Forward option. Yes, I figured it out. by shine in Concur Expense yesterday . I selected the two expenses on the left side of my expense report. Reports. We address the ones who are submitting too many unnecessarily. Click OK. 2. 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. Attaching Receipts to Expenses Receipts can be added to existing Expenses. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). Keep your employees safe and connected, allowing you to fulfill duty of care. @jessicaholt1983 Thanks for posting in the SAP Concur Community. It helps eliminate paper receipts and makes it easier for you to complete your. unable to update business purpose in expense report . Concur TripLink connects trips, travelers, and itineraries across channels to enhance and simplify the entire travel experience. On the next screen (Manage Expenses) click the link that reads "Active Reports". Thanks, GregWhen I try to combine the two expense items, system prompts me that the expenses cannot be combined. I'm assuming they have already attached one receipt to the line item in question. So, for your example you can select Sent for Payment Date from September 30 to October 31. From within an open expense report, select the expense. You most likely will need to. 00. In the Filter section, tick the box for Distribution Account. 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. Action. The Concur Travel & Expense system will combine and streamline business and travel purchases including UD Credit Card transactions. • Concur Expense automatically generates a receipt image that accompanies the expense, on the E-Receipt tab of the expense entry. 3. Personalize views with interactive dashboards and customizable reports. The expense first needs to be moved from a report into Available Expenses before you get the detach option. 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. This issue is preventing me from submitting the expense report to my company for the airfare payment. Once selected, click the Move button. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Select the couple cost line items to be me. Unable to combine separate expenses for single reservation. You will only be able to delete expense reports or cash advance requests that have not yet been submitted. this demo of Concur Expen. 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). Received this alert with a travel expense report: "This expense has no matching travel reservation. For personal expenses paid for on a company card, it depends on how your company has the card program. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. Users need the ability to merge or Combine Expenses when the two selected expenses are from different sources. The screenshot below shows an example from one of my demo sites. To itemize a hotel expense: After completing all the required fields of either the out-of-pocket hotel expense or imported hotel company card charge, click the Itemize button below the entry details. Hope this helps. Unions are great for taking two data sets that have the same. For example, an e-receipt line item can be merged with one financial card real. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. Take control of your travel program and see how travel dollars are spent. You will be taken to the Concur home page. The first is "add attendees from Outlook Calendar". The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. This will bring up all reports in the Approved & In Accounting Review status. UATP-American Airlines. Part 1: Map expense types to spend categories. Recall button now showing (wasn't there yesterday) for one of the expense reports which I have now been able to recall and delete - thank you. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. 3K. auto-create an expense report from that trip. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. On the landing page of the application, go into Expense Reports. Skip to Step 7 below. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. Then you can add the other PCard transactions that fall in the statement report date range to the report. g. Getting Started. 1) To attach a receipt on the Select receipt from menu, tap: • Take Photo to use your. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. Tip: For easy access to Concur, favorite the “Expense. Android OS: Log into the SAP Concur mobile application. 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. 2. All depends on your instructions to your employees and what information you have in your card feeds. This process is the same as viewing, editing, and deleting personal expense reports or cash advance requests. An automated solution can help streamline these tasks. • Company Bill Statement Processor: This role views and updates statement reports in Expense Processor. After the batch is closed, the payment will be processed in 3 business days and the ACH will be deposited into the employee’s bank account. Another option is through the Concur app. This expense still shows the purchase as a "cash" purchase and didn't change to the locked credit card icon. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . Click the Combine Expenses button. . You’ll see these expenses in your Available Expenses list. 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. 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). Aug 8, 2022 03:10 PM. Select your file from the documents list and pick your export method. Click the checkbox next to the two expenses you wish to combine. The Report Library View displays Active Expense Reports. Dec 12, 2022 03:46 PM. forms signed. You will also learn how to set up add your bank account to your profile and track your reimbursements. Printing receipts in order of the 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. Select whichever option works for you. Keep your employees safe and connected, allowing you to fulfill duty of care. The other expense report is in a submitted state pending external validation. However, the true beneficiary of expense reports is the business owner. Please perform the keep: - Drive the CC expense from you report to expenses. The expense should be than not showing you any warnings. Launch Course. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. Click Itemize or Nightly Lodging Expenses. Hi, I have my expense report returned twice because my hotel. Select the two expense line items to be me. Search for then select your bank name. You can select Append on a previously used receipt or document, if displayed. On the Report Header screen, enter a name for your report using the naming convention recommended by your company. ; Upload and Attach a Receipt to an Expense Line. . ”. The rule conditions would depend on what information is being included in the emails sent out for your Concur setup. To merge or create expenses: Go into you Expense Report. . 3) On the Select Report screen, tap the desired expense report. Once total selected,. 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". Concur Expense. Click Upload Receipt Image to search and select the image from your files to append. . KevinD. Then, try our . • Expense allocation form: Companies that use the allocation feature define the form that appears whe n a user allocates an expense. To manually add an expense to a report: With the report open, click Add Expense > Create New Expense. Open an expense report. Upload a document from your computer or cloud storage. As part of Concur Expense: Reconciling Non-Employee Travel, you will often need to import expenses you made on your Travel Card or in Concur. From the Concur homepage, click Expenses near the top of the page. The Select receipt from menu appers. Help says I can combine the charges by using Match (I think) or Combine. I need to expense them as one expense. Bottom Line: Concur Expense is part of SAP Concur’s suite of expense and travel management apps that are best suited for midsize businesses. Select every line item you wish to move by using the little checkbox. For the data you are looking for including Account Numbers, that is usually data. Have the user open their expense report on the app. Transform your daily workflows and Merge Hotel Receipt. 2. Otherwise, you can use the "+New Expense" button to manually create an. In the Mobile App, the receipt images are stored under Expenses: a. Aug 9, 2020 03:30 AM. You are trying to combine to out of pocket expenses. I find the SAP Concur Mobile App - Feature List by. 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. @bharath048 that message is a warning message only and should not prevent you from submitting. 1. And an other situation is If the information to download like an Excel File will be exactly like I see in Screen in Concur. Concur Expense . forms sent. Skip to Step 7 below. The changes they can make also depend on. But there is no Match button or. Then click "Create" to create an expense report OR use the Coupa app on your phone. I can't find a way to combine all three expenses. 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. I can't find a way to combine all three expenses. In the open Expense Report, select Add Expense. 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. . It also depends on the Source for the expense e. How Concur identifies and combines expenses in a report. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. Once the card charge is added, you can select both items (using the little checkbox to the left) and then click Combine. One was 12,500 TRY and the other is just over 3,000 TRY. Part 3: Enable travel-related options: Allow users to combine expense into a single merged 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 custom query does need to be built by each processor when they are logged into SAP Concur. This is one way you can "assign" reports to people. 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. 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. This only happens if the Pending Item is not already on an expense report. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. Log in to Concur via Single Sign-On. 1. Discover how you can customize expense entry analysis by rolling up top expense types by the approved amount and adding a. 0 Kudos This means the system believes you paid for your travel bookings of Airfare, Car Rental and/or Hotel and ExpenseIt items with a corporate credit card and is waiting for that transaction to upload into your Available Expenses. Click the checkbox next to the two. Employees naturally expect any personal funds expended for business to be paid back to them. Applies to these SAP Concur solutions: Concur Expense Professional/Premium edition Standard edition Concur Travel Professional/Premium edition Standard edition Concur Invoice Professional/Premium editionSAP Concur solutions simplify travel and expense management, allowing employees to book business travel on their own, submit expenses easily, and stay within spending policies. 0. - Send again the CC to the report and you will be able to combine it with the Expense. 3. 2. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months.