2. 4. Expense Report Process. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. never be pulled into a report without the transaction. Click Upload Receipt Image to search and select the image from your files to append. Get started with first creating your expense report on your desktop or mobile device. A lot of our customers use the processor approval as the final approval for the expense report. Requests, on the Quick Task Bar. To merge or combine expenses: Go into your Expense Report. 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. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. On the Concur home page, select Expense. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. An expense report was auto-submitted on the 16th of the month with a corporate credit card expense from the 8th of the month. 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. We turn the difficult into simple, make the unknown known, and put an end to tedious tasks. Have the user open their expense report on the app. Click Save. If the Append button does not appear, click Save Expense and reopen the Expense Item. From within an open expense report, select the expense. You may choose to manage your own preferences. To move a manually created expense to another report: With the report open, select the check box of one or more expenses. Select the couple cost line items to be me. Read the procedures 1. a. Dec 12, 2022 03:46 PM. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. Travel Start Time: time leave official headquarters or your. create a multi-city Expense Report in the Concur Expense Module. Read the procedures 1. In some rare cases, our customers allow their employees to delete card transactions, but I would say from my experience, only about 10% or less of customers allow this. Ap. To delete a manually created expense, with the expense open, click the trash can icon to the right of the report title. Creating New Reports in Concur Intelligence. To combine them manually, select both and click Combine Expenses. 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. I used a corporate card for the transaction as well. Using Expense Pay. Matches that Need Confirmation: 1 New Expense Exceptions Expense Type O ther Expenses auick Expenses Date 10/18/2018 Amount. Finance. For more information about viewing, editing, or deleting expense reports, refer to the Expense Reports section of Expense. One was 12,500 TRY and the other is just over 3,000 TRY. When the company card charge comes in, it will match to the Pending ExpenseIt item. To start an Expense Report click . 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. button to recall it and make edits. Customer have the ability to merge or Combine Expenses when the two selected expenses are from diverse sources. a. I am with a new company now, and all they have are the canned reports that Concur provides which. Select Concur. 2. . Creating a Travel Expense Report. 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. When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options. Employee Reimbursement System. Select the claim that you decided will be the one to submit. All depends on your instructions to your employees and what information you have in your card feeds. SAP Concur. On the Manage Expense screen, click Create New Report (Claim)found on the right side of the screen. Each meal expense is added to a Concur expense report under the expense type of Individual actual Meals. It intention give to of option to movement to new news or to a current view. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation. There are 4 Concept Fields folders in the data warehouse, just so you know. To recall the report: Navigate to the Expense tab at the top of the SAP Concur homepage. When the Manage Expenses sub-menu appears, click the + Create New. Skip to Step 7 below. See a complete list of SAP Concur integrated solutions that help to control business expenses and increase visibility. After you click it a date field will pop up. 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. For personal expenses paid for on a company card, it depends on how your company has the card program. Report Details, select the . The Manage Expenses page displays. This report doesn't show the recall button so I am trying to get this returned so I can update. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright. 1 - Transactions 360. 4. 1. 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. "Expense" in the upper left corner. 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. Also, you’ll be guided to helpful resources for both end users and admins as. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more efficient. Simplify expense reporting and get more visibility into spending. Select Add a New Personal Card. This job aid covers how to itemize hotel/lodging expenses and includes examples of a hotel bill with the same nightly rate and another for when the rate differs from night to night (including a segregated expense for exceeding policy thresholds). Click on that and it should show you what itinerary is assigned. Submit them on an expense report. Contact us today. 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. 2022 IDC Report: The Business Value of SAP Concur Solutions. from an approved travel request 2. However, the true beneficiary of expense reports is the business owner. For importing expenses, there are many ways and depends on the payment method. Review, Approve & Audit Built-in workflow and audit rules allow managers to quickly and easily approve in-policy expenses To do so, add a Data Item from the Toolbox and name it Current Date. Yes, I figured it out. under the . I find the SAP Concur Mobile App - Feature List by. It will give you a list of all claims you have created. To merge or create expenses: Go into you Expense Report. Now it’s time to add expenses to your expense report and to add information to. Click the Add Expense button or select the existing expense. In some rare cases, our customers allow their employees to delete card transactions, but I would say from my experience, only about 10% or less of customers allow this. The converted pdf can be attached as a receipt at the header level of the expense report, which can be a single receipt for multiple lines. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). 5. Add New Connection. Upload a document from your computer or cloud storage. Attaching Receipts to Expenses Receipts can be added to existing Expenses. 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. . 00 out of pocket or over $50. Single hotel charge split into two expenses. To unite with combine spending: Go into your Expense Report. This resource is also available for download on the Concur page of the Travel Services website. If the items are not a match pease click Decline Match. You will also learn how to set up add your bank account to your profile and track your reimbursements. This guide will demonstrate how to recall, edit and delete Concur. Requests, on the Quick Task Bar. Hi guys! In order for the receipts to merge with the credit card expenses, please make sure that both expenses remain unsubmitted. On the expense report page, select Details > New Itinerary. Travel Start Time: time leave official headquarters or your. For a short demonstration click Itemizing Expenses (Legacy UI). To manually add an expense to a report: With the report open, click Add Expense > Create New Expense. Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. We do encourage them to add multiple expenses to each report. 2. At the top of the expense details they should see an option that says View Receipts. . Another option is through the Concur app. You should see a drop down menu of options. Within a Report New Available Expenses are evaluated for a match against existing expenses within a report only when the user manually opens the report. This will bring up all reports in the Approved & In Accounting Review status. SAP Concur Community Manager. Verify the imported expense (s) appear in the Expenses list. From the Manage Expenses screen, scroll down to the Available Expenses section. 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). The changes they can make also depend on. Make any necessary edits to the. 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. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. Concur ExpenseThe term e-receipts refers to data sent to Concur through the SAP Concur Connect Program. 3 ConcurGov Federal Traveler Manual Click the Personal Information link: Personal information section - verify that the first, middle, and last names are identical to those on the photo identification being presented at the airport. The e-receipt information may not contain all line items, usually due to credits or returns. At a certain. Sign into SAP Concur to access your home page. I'm not sure why SAP Concur didn't match the two together automatically. 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. Click the checkbox next to the two. Jun 5, 2018 02:45 PM. 00 Other Room Tax 1 2. For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. By going to the expense report, if you have ONLY one expense line which should go to a specific different project, depending how it. - You will see that there is and expense already combined. I can't find a way to combine all three expenses. Complete all required fields (those with red bars) and the optional fields as directed by your company. App Centre. Both original receipts will be used up in this process, and only the new combined receipt will remain. Once you select it, click Save. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. The rule conditions would depend on what information is being included in the emails sent out for your Concur setup. ; Upload and Attach a Receipt to an Expense Line. Identify the applicable . guidebook for using Concur. 4. . 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. Automated, fast, and accurate expense reporting helps you improve productivity, compliance, and control over spend. I can't find a way to combine all three expenses. 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 you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. It has increased time spent on an expense report which takes away valuable time from doing a job. 0 2 302. You will be taken to the Concur home page. Any line with a payment type of “ Cash” in the Available. Up merge or combine expenses: Walk into your Expense Report. Aug 9, 2022 01:50 PM. UATP-United Airlines. 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. I need to expense them as one expense. 1 - Transactions 360. 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. Review the E-Receipt Activation confirmation message verifying that you have signed up to receive E-Receipts. Automatically audit 100% of expense reports for fraud and compliance issues. To merge instead combine expenses: Go into your Issue Message. Keep your employees safe and connected, allowing you to fulfill duty of care. You can view a linked travel reservation via an expense report in NextGen UI for Concur Expense. 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. To unite with combine spending: Go into your Expense Report. Concur Expense does not have the capability of creating reports by statement period, it only creates by Month or by Trip. Concur TripLink connects trips, travelers, and itineraries across channels to enhance and simplify the entire travel experience. Add the associated out-of-pocket expenses, attach the imported. The page refreshes, displaying the required and optional fields for the selected expense type. I think the issue is twofold: 1. Just make it a one day stay. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. To view a linked travel reservation: 1. The app will present your phone’s camera to take a photo or click on “+ Expense. @EdwinaM you cannot combine entries that have the same payment type, so what you experienced is by design. Once the card charge is added, you can select both items (using the little checkbox to the left) and then click Combine. I imported both charges into my expense report. That way you can follow step by step in your actual expense report. On the right side of the screen, add an allocation row for each account combination to be charged. - Go to expenses and click the cc expense. Last Updated: 4/25/2016 . To merge: Go to Expenses on the left sidebar. I kn. Part Four – Adding TransactionsOne of our users does tried combining adenine credit card expense (with no receipt attached) to an expense created by ExpenseIt (with ampere sales attached) and the combine option does not appear. Hi, I have my expense report returned twice because my hotel. forms signed. I've provided a screenshot of how to delete a report. - 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 . 3-26 Available to: Analysis Intelligence 3-26 Uses: Expense Data Travel / TripLink Data 3-26 Report: Invoice Billed Transaction Reconciliation - Detail (Calendar Month) 3-28To move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. A pop-up will appear - click the. Open an expense report. This means you can run reports that others have created. Amount. . Employees will be able to book their trips directly with our travel partner without ever leaving. Used example, at e-receipt row item can be merged with a credit card deal. 3) On the Select Report screen, tap the desired expense 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. Look to see if the Delete button has become active. b. 2. 1. Click Itemize or Nightly Lodging Expenses. Aug 9, 2020 03:30 AM. SAP Concur Community. Reports. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. b. In the Expression Definition type “current_date” but without the quotation marks. I'm assuming they have already attached one receipt to the line item in question. 100 Mobile release. S. And an other situation is If the information to download like an Excel File will be exactly like I see in Screen in Concur. Users have the ability to merge or Combine Expenses when the double chosen expenses are from different sources. 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. Shouldn't she be abler to combine with this scenario? Both entrance were already added the an expense report. It's a customizing? Thanks. Part 1: Map expense types to spend categories. 2. This will create a Statement Report for you. 3. Sign into SAP Concur to access your home page. 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. Auto-suggest serves you quickly narrow down your search resultat by suggesting possible matches as him type. - Send again the CC to the report and you will be able to combine it with the Expense. 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. 1. From the home screen, press Expense Reports. 2. under the . From the Manage Expenses screen, scroll down to the Available Expenses section. g. Identify the applicable . 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. From the drop down, choose the best option for past reports. 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. 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. This user must also be assigned the Expense Processor role. Review, Approve & Audit Built-in workflow. 1. sap concur adding card transactions expense report 2021_24 opensap-archive. Click on the expense to bring up the expense view. This expense still shows the purchase as a "cash" purchase and didn't change to the locked credit card icon. This Quick Reference Guide demonstrates how to itemize an expense in Concur when preparing an expense report. The expense first needs to be moved from a report into Available Expenses before you get the detach option. Aug 1, 2018 04:19 PM. You’ll see these expenses in your Available Expenses list. 3K. SAP Concur Community Manager. 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. Last Revised: November 14, 2020 . 1 - Transactions 360. On the next screen (Manage Expenses) click the link that reads "Active Reports". • Allocation view print format:Companies that use the allocation feature can allow users to see a summary of all allocations on an expense report. From within an open expense report, select the expense. For example, an e-receipt line item can be fused with a credit card store. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. Click on the Expense Report you want to add a receipt to or Create a New Report. 01. Intelligence. We also run a report on the number of reports an associate is submitting each month. 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. 3) On the Select Report screen, tap the desired expense report. 0. Click the Expense Report with the status of Not Submitted that you want to delete. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. 2: Select the tab to . Select Add to Report to claim the card charges to the appropriate Event Expense Report. • Expense reports should be submitted within 30 days of theCommunity Manager. 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. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. 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. 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. Select the two expense string items to be me. • Concur Expense automatically generates a receipt image that accompanies the expense, on the E-Receipt tab of the expense entry. The custom query does need to be built by each processor when they are logged into SAP Concur. This process is the same as viewing, editing, and deleting personal expense reports or cash advance requests. Initiating one Expense Merge: on the web download. Select the drop-down icon to choose the two expense accounts only. • If the University/Agency travel card was used, expenses will be properly allocated. To merge or combination expenses: Go up your Expense Report. Enable SSO in Test Environment . ii) Copy a previously submitted expense claim. • Company Bill Statement Processor: This role views and updates statement reports in Expense Processor. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. You are trying to combine to out of pocket expenses. Click the Delete button. Next, have the user drill into the expense line item. Users will need to click the Attendees link towards the top left of the expense page:. How Do I Create/Update New User Shapes Using. This issue is preventing me from submitting the expense report to my company for the airfare payment. Have them select that option to see the current receipt. For a short demonstration click Itemizing Expenses (Legacy UI). I imported both charges into my expense report. g. Through our global network of travel partners, travel managers can get a full view of spending, make life easier for travelers, and optimize. The Select receipt from menu appers. When reading the Expense v4 API details on. - Separate and delete the "fake" expense. Learn more . 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. Unable to combine separate expenses for single reservation. March Expense Professional Release notes. Hey Kevin, There needs to be a way to revert to the older version of Concur. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . To create and submit an expense report in the web version of SAP Concur: 1. We would like to show you a description here but the site won’t allow us. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. However, the true beneficiary of expense reports is the business owner. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. You can edit them for this Report, if necessary. It also depends on the Source for the expense e. 0. 0. For example, an e-receipt line item can be merged with one financial card real. Edit the Report period. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. On the expense report page, select Details > New Itinerary. Users have the ability to merge alternatively Combine Expenses when the twin selected expenses are from different sources. 1. That will match them together. Once selected, click the Move button. Read the User Agreement. To combine expenses away Available Expenses: From. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. Then go to every other report, select the company card transactions that are older than 60 days. (Below) Another option is to delete one of the two reports you need to combine. 12 CYN, choosing. Note: Concur imports a maximum of 60 U-M Card transactions at a time. Oxford Economics US Fact Sheet: Empowering Your People. Verify the imported expense (s) appear in the Expenses list. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. Click the Create New Report tile. At the top of the expense details they should see an option that says View Receipts. ), and other information. Sign your document online in a. Have your company card administrator "hide" them from your view. 1. 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. This issue is preventing me from submitting the expense report to my company for the airfare payment. I am with a new company now, and all they have are the canned reports that. Merging two expenses when one report has already been submitted and reimbursed. When the Manage Expenses sub-menu appears, click the + Create New Report tile; or Unable to combine separate expenses for single reservation. Using Concur Expense, you can view a list of any unassigned company card transactions and assign them to a new or existing expense report. Use reclaim extraction factors atWe would like to show you a description here but the site won’t allow us. Learn recommended best practices and helpful hints to improve your Concur experience while building expense reports. Have the user open their expense report on the app. @LoriAux open the report with the transactions yourself want to go. Mileage. 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. 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. Employees naturally expect any personal funds expended for business to be paid back to them. Report Header. yesterday. I have two reports with different data.