Last Revised: November 3, 2022 . To add expense. Auto-suggest serves you quickly narrow down your search resultat by suggesting possible matches as him type. Log in to the Concur mobile app and select “Receipt. 12 CYN, choosing. Learn more . 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. The app will present your phone’s camera to take a photo or click on “+ Expense. Click the checkbox next to the two expenses you wish to combine. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. , refer to those KBA's. Used example, at e-receipt row item can be merged with a credit card deal. 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. by shine in Concur Expense yesterday . This occurs when the user moves an Available Expense to their 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. Complete all required fields and the optional fields as directed by your company. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. On merge conversely combine expenses: Go at your Expense Report. Reports. 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. Learn recommended best practices and helpful hints to improve your Concur experience while building expense reports. 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. If what I described is not available, then from your report, select all the line items. 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. Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. You should see a drop down menu of options. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. Once you approve it, it goes into a batch. For a short demonstration click Itemizing Expenses (Legacy UI). It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. Contact us today. I received the Diners Club card statement and the charge appears in the statement. b. 3. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. Sign in to your SAP Concur account. UATP-American Airlines. Login to SAP Analytics Cloud and Click on Connection. To start an Expense Report click . We turn the difficult into simple, make the unknown known, and put an end to tedious tasks. 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. Regardless, the travel allowance wizard and menu appear only if you meet the. About SAP Concur. Report Details, select 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. 2. a. - Send again the CC to the report and you will be able to combine it with the Expense. Submit them on an expense report. It is more cost effective to combine expenses into one report if possible, but since your company's situation is very specific and different than most, this would best asked of someone at your company to see if expenses can be combined. A dynamic ecosystem of more than 150 partner applications and services designed to help manage compliance, spend, and the traveller experience. 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). How to move an Upcoming Trips out of an Expense Report and back into the Upcoming Trips By accident I click on create an Expense Report for a travel itinerary and need to place it back into the Upcoming Trips window. Sign into SAP Concur to access your home page. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. To unite with combine spending: Go into your Expense Report. This only happens if the Pending Item is not already on an expense report. Use this process while creating a report in Concur (Concur Expense: Creating a New Expense Report) and adding an expense (Concur Expense: Adding an Expense) that includes attendees, such as an Official Function. From the left pane, go to the Reports menu. g. Click the desired report or click New Report to create a new one; The expense (along with receipt attached) is removed from the. For example, an e-receipt line item can be merged with a credit card exchange. This user must also be assigned the Expense Processor role. March Expense Professional Release notes. 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. Complete all required fields and the optional fields as directed by your company. Click one of these: New Report (at the. For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. 2) Tap Move. SAP Concur is committed to reinventing travel, expense, and invoice management with tools that simplify everyday processes and create better experiences. Concur Expense; Concur Invoice; Align Trip; Additional Products; General;. The Concur Expense video series provides a step-by-step demonstration with quick and simple tips to support and optimize your expense management solution. For a demonstration of our NextGen UI, click Itemizing Expenses. - You will see that there is and expense already combined. Shouldn't she be able to combine in this scenario? Both entries endured already added to certain expense report. Manager of the employee. The files batched out of the payment manager could be considered some form of an archive, as it will contain the data of who was paid out what amounts, from where the expenses came (vendor, report name, date, etc. The Expense source page displays both the Reason description and Comparison. Select Itemize from the lower right corner of the line time. Add the associated out-of-pocket expenses, attach the imported. I imported both charges into my expense report. Click the Combine Expenses button. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. Select the Requests module at the top of the page. Click Save. Transform your daily workflows and Merge Hotel Receipt. 6. 0 0 27. Report Header. . You may choose to manage your own preferences. 3. I think the issue is twofold: 1. The permission gives the user access. On the Details menu in the Expense list of a report, select Allocation. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . Yes, I figured it out. If trains are not an option based on the search criteria, SAP Concur will only return the flight options. When creating Expense Reports in Concur, it is essential to link your approved Travel Request to your Expense Reports. Concur ExpenseThe term e-receipts refers to data sent to Concur through the SAP Concur Connect Program. SAP Concur Community. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. Click the Delete icon next to the Report Name. Yes, I figured it out. 100 Mobile release. Submit them on an expense report. If you paid for your lodging with your Travel Card - click Import Expenses to select and move that expense to your report. 1 Solution. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. For the ability to manually combine expenses on mobile, I would suggest that you keep an eye on the SAP Roadmap Explorer and the SAP Concur Mobile App Release Notes. The system is waiting for the actual company card charge to come in. The expense first needs to be moved from a report into Available Expenses before you get the detach option. Attaching Receipts to Expenses Receipts can be added to existing Expenses. 2. An automated solution can help streamline these tasks. For importing expenses, there are many ways and depends on the payment method. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). Click Save Itemization. . Report Details, select the . from an approved travel request 2. ), and other information. 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. You will only be able to delete expense reports or cash advance requests that have not yet been submitted. For example, an e-receipt line item can be merged with one financial card real. 12 CYN adding an additional transaction negative for -360. To merge or combine expenses: Go into your Expense Report. Users have the ability to merge or Combine Expenses when the double chosen expenses are from different sources. I suggest speaking with your direct manager first and foremost to make sure you have the. 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. Last Revised: August 25, 2023. 12 CYN adding an additional transaction negative for -360. On the Confirm Delete message, click Delete. For example, and e-receipt line single can must merged with a credit cards transaction. U-M uses the Concur Expense Tool, accessible through Wolverine Access, for employee business expense reconciliation, including both PCard and out-of-pocket expenses. Select Add a New Personal Card. Dec 12, 2022 03:46 PM. The system does not allow you to import more. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. Have them select that option to see the current receipt. 0. 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. To view a linked travel reservation: 1. 2. - or -. Supplies. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. To merge instead combine expenses: Go into your Issue Message. The custom query does need to be built by each processor when they are logged into SAP Concur. In the Filter section, tick the box for Distribution Account. Click the Create New Report tile. 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. @elliobc me again. When the Manage Expenses sub-menu appears, click the + Create New. If the Append button does not appear, click Save Expense and reopen the Expense Item. Get your file. Shouldn't she been able to connect in this scenario? Both entries were already added to an expense report. 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. You should be able to delete it. 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. Select the two expense line items to be me. In order to browse up-to-date content, please go back to the main page of openSAP Microlearning. Check the box next to your desired transaction to select it. - Separate and delete the "fake" expense. Concur Expense does not have the capability of creating reports by statement period, it only creates by Month or by Trip. Get started with first creating your expense report on your desktop or mobile device. To merge alternatively combine expenses: Go in your Expense Report. The Select receipt from menu appers. Identify the applicable . A menu appears. To recall the report: Navigate to the Expense tab at the top of the SAP Concur homepage. 4. From the SAP Concur home screen, click Expense at the top of the screen. Click Move to and a list of available reports appears. ”. Employees will see the payment demand status of Paid within their expense report. To attach more than one receipt to an expense on the SAP Concur mobile app, follow these steps: Android OS: Log into the SAP Concur mobile application. Click on the Customize button. Read the User Agreement. Once selected Click Allocate. • Allocation sepa rator: This symbol separates. . @S0018407879 Thanks for posting in the SAP Concur Community. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. In the Amount field add the total amount of the hotel bill. 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. Travel Start Time: time leave official headquarters or your. Select the Requests module at the top of the page 3. Click on the Expense Report you want to add a receipt to or Create a New Report. I'm assuming they have already attached one receipt to the line item in question. Select Concur. Select Available Expenses to locate the University Card transactions, i. To combine them manually, select both and click Combine Expenses. 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. This web-based service provides the tools you need to request and book travel, as well as create, and submit expense reports. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. Click the expense report you need to recall. Just make it a one day stay. This means you can run reports that others have created. 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. 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. 27. Additionally, large reports may become challenging for approvers to thoroughly review. Within the report, click the blue Add Expense button:. In Concur, click the Expense tab. 100 Mobile release. yesterday. . SAP Concur Community Manager. a. Keep your employees safe and connected, allowing you to fulfill duty of care. In this session, you will learn time-saving tips for working with Concur Expense. To unite with combine spending: Go into your Expense Report. Expense . Then, try our . 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. Repeat until the Remaining Amount is $0. At merge alternatively combine expenses: Go into your Effort Report. Other reports has Only Order number. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. 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. When I log onto SAP Concur the only tabs that I see at the top is 'Travel' and 'App Centre'. 1 - Transactions 360. Expense splits the combined item into the original two items. If employees create monthly expense reports that match. How Concur identifies and combines expenses in a report. So, for your example you can select Sent for Payment Date from September 30 to October 31. Creating New Reports in Concur Intelligence. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. Enter all necessary information for the itemization. What this does is every time you run the report, you can choose the data range you want. 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. 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 . We have our employees to submit their expenses within 14 days of incurring the expense. 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. how to un combine the expenses. For a demonstration of our NextGen UI, click Itemizing Expenses. - You will see that there is and expense already combined. @EdwinaM you cannot combine entries that have the same payment type, so what you experienced is by design. An automated solution can help streamline these tasks. App Centre. -. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. 6. 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. . Any line with a payment type of “ Cash” in the Available. Have the user open their expense report on the app. On the Expense Source page, click Separate (bottom of the window). Click the Combine Expenses button. To "fix" this mismatch go on the expense itemized, and in one of the line you add a 0. Go into the SAP Concur Mobile app and click Expense at the bottom of the app home screen. Hope it helpsOne starting our employers has tried combining a account card expense (with no receipt attached) to an expense created by ExpenseIt (with a receipt attached) and an combine option wants not appear. 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. Above the details of the expense you will see an option to Add Receipt, click this. If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. Not sure why this alert appears and do. 2. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. On the next screen (Manage Expenses) click the link that reads "Active Reports". Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. ; Mark the expenses you want to merge (only two). . Expense . The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Once I do that the system. Pros: *Multiple approvers can approve the same report at the same time. Skip to Step 7 below. 1. Review the E-Receipt Activation confirmation message verifying that you have signed up to receive E-Receipts. Enter Check-in and Check-out dates. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. The only way company card statements or transactions can come into SAP. You (or your delegate) can upload a scanned receipt image for an expense line in a report by either opening the expense line to attach the receipt or attaching the receipt in the. Getting Started. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. 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. View Report Expenses by List or by Detail. Best regards. View the Expense Details. The only way company card statements or transactions can come into SAP. I received the Diners Club card statement and the charge appears in the statement. (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. . Hi My hotel cost seperate to two expenses . The only way to view expense report receipt images is to actually open the expense report, which can be done by 5 different roles: 1. • Expense reports should be submitted within 30 days of theCommunity Manager. That way you can follow step by step in your actual expense report. I have tried different browsers, logged in and out, deleted and created the expense report, deleted the itinerary in the expense report and repopulated it, and tried to input different. Another option is through the Concur app. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. To merge instead combine expenses: Go into your Issue Message. On the Report Header screen, complete all required (compulsory) fields. To create a report: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Report. An expense report was auto-submitted on the 16th of the month with a corporate credit card expense from the 8th of the month. 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. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. Best regards, RohanFrom here select Process Reports. An ExpenseIt entry and a corresponding credit card transaction in an expense report can be matched by clicking on the Combine button. If you’re merging an expense, created from a credit card feed and a manually. 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. From within an open expense report, select the expense. Itemize. That should hopefully do the trick. 2. 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. 2022 IDC Report: The Business Value of SAP Concur Solutions. 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. Creating a Travel Expense Report. - Go to expenses and click the cc expense. If the Pending Card Transaction item is not yet added to an expense report, the system should match the corporate card. 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. 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?. For more information about viewing, editing, or deleting expense reports, refer to the Expense Reports section of Expense. If the company requirement is mandatory to attach the receipts at each line level, then at receipt handling rule, you can edit this requirement for Mileage. 1. Aug 1, 2018 04:19 PM. • Expense allocation form: Companies that use the allocation feature define the form that appears whe n a user allocates an expense. I am new to Concur, and having a bit of an issue trying to resolve this or figure it out. Click Save. On the screen that opens you will see your submitted report. SAP Concur Expense solutions will automatically download the transaction details and will 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. This only happens if the Pending Item is not already on an expense report. e-Receipts in Concur 4/5/2019 1 . This will bring up all reports in the Approved & In Accounting Review status. After you click it a date field will pop up. When it does, it should match up to the Pending Card Transaction item. Click the Create New Claim tile. 🙂. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. Then each of those National Directors can use the Approve & Forward option. Apr 7, 2021 09:21 AM. On the Expense Source page, click Separate (bottom of the window). 00 Other Room Tax 1 2. From the Manage Expenses screen, scroll down to the Available Expenses section. Expense. From within an open expense report, select the expense. guidebook for using Concur. 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. 1 - Transactions 360. You are trying to combine expenses line items that have different expense types. In response to jonwarr. If a user activates Expense. Travel & Entertainment Card FAQs. Select the two expense line items to be me. Method 1: To start from Concur Requests:. Community Manager. I don't think this is quite as complicated as that situation. Please pass this forward to the development team. To move a manually created expense to another report: With the report open, select the check box of one or more expenses. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. 100 Mobile release.