I kn. You can choose from the following: a) In the top menu, click on Expense. It will give you 4 options, the first two of which are the best IMO. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. Initiating one Expense Merge: on the web download. 0. Jun 16, 2022. Review, Approve & Audit Built-in workflow. 12 CYN, choosing. Next, have the user drill into the expense line item. To start an Expense Report click . 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. There are two methods to link approved Travel Requests to Expense Reports as outlined on the attached Quick Reference Card: Linking an Approved Travel Request to an Expense Report . 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. , refer to those KBA's. Manage travel and expenses anywhere, anytime with Concur's Mobile App for iPhone®, iPad®, Android™ and BlackBerry®. View and download the Itemizing Hotel/Lodging in a Travel Expense Report in Concur job aid. At merge alternatively combine expenses: Go into your Effort Report. Travel & Entertainment Card FAQs. Overview . From the left pane, go to the Reports menu. I've provided a screenshot of how to delete a report. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. You can select Append on a previously used receipt or document, if displayed. Please perform the keep: - Drive the CC expense from you report to expenses. statement reports default approver as specified on the User Administration page, not the expense report default approver nor the (Expense) default approver 2. 1) To attach a receipt on the Select receipt from menu, tap: • Take Photo to use your. Enter a Detailed Business Purpose. Click the Combine Expenses button. if the Source is ExpenseIt then I think you only have the option to delete the Expense; you can't detach the receipt as it's intrinsically linked to the. If trains are not an option based on the search criteria, SAP Concur will only return the flight options. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. 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. We solve big problems, small problems, and problems you didn’t know you had. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. If the video helped and you were able to allocate the expense, please let me know that as well. Select the two expense line items to be merged. 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. - Go to expenses and click the cc expense. This will create a Statement Report for you. Complete all required fields and the optional fields as directed by your company. 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. 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. Let me know if this works. Users find this particularly handy for expense claims with multiple per-diems. On the right side of the screen, add an allocation row for each account combination to be charged. 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. . Amount. Select Add a New Personal Card. Report Details, select the . Last Updated: 4/25/2016 . Select all expenses and click Allocate Selected Expenses. If the Append button does not appear, click Save Expense and reopen the Expense Item. Thanks. Employees naturally expect any personal funds expended for business to be paid back to them. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. An automated solution can help streamline these tasks. pece of data s actua y for the same expense. Contact us today. Open your expense report and go into the expense entry to which you need to attach multiple receipts. . 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. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. So, depending on your role at your company, there is a good chance that you would not be allowed to have this permission. We have some customers who might allow their employees to submit one single mileage expense for the month, however this is not very common or what I would consider best practice. 3. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. Report Number in Concur Expense Accounting Extracts . At the top of the expense details they should see an option that says View Receipts. Enter Transaction Detail by Account in the search box. To create a claim: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Claim. by LovelyAsmolo in Concur Expense Saturday . Concur Expense ensures all of the details—including the amount, date of the transaction, vendor, expense type and location—are accurately captured and. I suggest speaking with your direct manager first and foremost to make sure you have the. SAP Concur Community Manager. Select the module from the top of the screen. create a multi-city Expense Report in the Concur Expense Module. Thanks Angela. The Report Library View displays Active Expense Reports. Expense . The rule conditions would depend on what information is being included in the emails sent out for your Concur setup. 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). • Users can access and print e-receipts at any time from within Expense. Select all expenses and click Allocate Selected Expenses. Watch the video Read the procedures 1. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. ”. Review, Approve & Audit. 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. If there are more than 60, repeat steps 1-2. Thank you, Kevin Dorsey. 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. Tips will be demonstrated in a live Concur environment via webinar. I kn. 2022_01. Select the Requests module at the top of the page 3. From the SAP Concur home screen, click Expense at the top of the screen. Have the user open their expense report on the app. The expense report page appears, ready for you to add expenses. how to un combine the expenses. 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?. Concur Expense customers are now able to offer their employees - who purchase items through Amazon Business - the ability to add their expenses to a report, view the e-receipt, and then submit, instead of having to download and import receipts or fill out forms for each expense. How to combine expenses in Concur Mobile? by AASM in Concur Expense Friday . Go into the SAP Concur Mobile app and click Expense at the bottom of the app home screen. It has increased time spent on an expense report which takes away valuable time from doing a job. My expense report returned twice because my hotel invoice missing company name and vat. Aug 8, 2022 03:10 PM. That should hopefully do the trick. Aug 1, 2018 04:19 PM. 1) To attach a receipt on the Select receipt from menu, tap: • Take Photo to use your. Additionally, large reports may become challenging for approvers to thoroughly review. It helps eliminate paper receipts and makes it easier for you to complete your. 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. When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options. be deleted by approvers and must be deleted by the user or their. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. I am with a new company now, and all they have are the canned reports that Concur provides which. 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 can actually combine them or let the system combine them. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. - Go to expenses and click the cc expense. For personal expenses paid for on a company card, it depends on how your company has the card program. 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 expense, even if. 2. Get your file. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. guidebook for using Concur. 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 . To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . Sign In. Click the Delete button. For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. If it is a corp card, you can usually work with the bank scheduling a daily feed, so charges from the last few days get imported into the Concur profile of the card holder automatically. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation. Click on the Add Receipt icon. 4. If you’re merging an expense, created from a credit card feed and a manually. @EdwinaM you cannot combine entries that have the same payment type, so what you experienced is by design. To start an Expense Report click . The system isn't designed to do that. For example, an e-receipt line item can be merged with one financial card real. The option to Add Receipt now says View Receipt. To "fix" this mismatch go on the expense itemized, and in one of the line you add a 0. 2. Hello. Also, you’ll be guided to helpful resources for both end users and admins as. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. 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. g. I can't find a way to combine all three expenses. Shouldn't she been able to connect in this scenario? Both entries were already added to an expense report. But there is no Match button or. 1. Oct 6, 2022 01:21 PM. Doing so reduces data entry for our travelers/delegates and ensures that all information in the system is properly connected. If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. 100 Mobile release. Expense Processor. Using Expense Pay. Delete the report. " The trip was booked through Concur. I received two charges from a hotel (a deposit and the actual charges). To recall the report: Navigate to the Expense tab at the top of the SAP Concur homepage. 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. Can't access Concur Expenses. To combining or combination expenses: Go with your Expense Report. 03. 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). The Confirm Delete window appears. In the Expression Definition type “current_date” but without the quotation marks. g. 1. Check the box next to your desired transaction to select it. Each meal expense is added to a Concur expense report under the expense type of Individual actual Meals. Once selected Click Allocate. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . 6. That should hopefully do the trick. On the menu, click Expense > Manage Expenses (on the sub-menu). This process is the same as viewing, editing, and deleting personal expense reports or cash advance requests. Report: Expense Reports By Country. 2. For exemplar, an e-receipt line item can become merge with a credits card transaction. 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. If these two line items are supposed to be one expense, just delete one of them. Open your expense report and go into the expense entry to which you need to attach multiple receipts. This will put the the MasterCard charge back in your available expenses. I find the SAP Concur Mobile App - Feature List by. Eventually, the employee must create one or more expense reports (depending on configuration) to account for the cash. You can choose from the following: a) In the top menu, click on Expense. This data co mes directly from the supplier and provides the user with a complete receipt image linked to their expense item. Creating a Travel Expense Report. I can't find a way to combine all three expenses. I need to expense them as one expense. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. With Analytics you and your stakeholders can: See up-to-date data to drive actionable insights. Select the module from the top of the screen. Click the Append button. U-M uses the Concur Expense Tool, accessible through Wolverine Access, for employee business expense reconciliation, including both PCard and out-of-pocket expenses. This only happens if the Pending Item is not already on an expense report. How Concur identifies and combines expenses in a report. Concur Creating Expense Reports as a Delegate . If you see Reporting, mouse over and let me know what you see. Click the Combine Expenses button. Click on the Customize button. . I imported both charges into my expense report. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. The report is found when you are in. Click the checkbox next to the two expenses you wish to combine. 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. Sign into SAP Concur to access your home page. Contact us today. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. I think the issue is twofold: 1. Log in to Concur via Single Sign-On. You will be taken to the Concur home page. 🙂 So, on hunch I went into your account and looked at one of your expense reports. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright. workflow can combine one or more standard Expense approvers and one or more authorized approvers. The screenshot below shows an example from one of my demo sites. If so, click Delete. If the Pending Card Transaction item is not yet added to an expense report, the system should match the corporate card. Aug 9, 2020 03:30 AM. That way you can follow step by step in your actual expense report. I have two reports with different data. Submit them on an expense report. From the reports list, press + at the bottom of the screen. • Allocation sepa rator: This symbol separates. When the Manage Expenses sub-menu appears, click the + Create New. Ap. Click 'copy' at the right of the expense lines. Create the expense as usual and click the Itemization tab (instead of Save Expense ). At the top of the expense details they should see an option that says View Receipts. However, the true beneficiary of expense reports is the business owner. I don't think this is quite as complicated as that situation. If these two line items are supposed to be one expense, just delete one of them. (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. A menu appears. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. - Separate and delete the "fake" expense. Scroll down to the Available Expenses section and click the little check box next to the item. 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. From within an open expense report, select the expense. 1 - Transactions 360. 4. At a certain. Repeat until the Remaining Amount is $0. 2. An expense report was auto-submitted on the 16th of the month with a corporate credit card expense from the 8th of the month. I imported both charges into my expense report. This issue is preventing me from submitting the expense report to my company for the airfare payment. Only drawback would be that the delegate will see all expense reports (past and present) Set a rule in my inbox to forward emails coming from Concur with regards to this report. For a demonstration of our NextGen UI, click Itemizing Expenses. Non Reimbursable/ Personal. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. is that all expenses where added to concur, and also several (if not: all) transactions where added as well. How Do I Create/Update New User Shapes Using. 00 out of pocket or over $50. Click the desired expense type. 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. Select Available Expenses to locate the University Card transactions, i. How can i merge yours collectively ? did not see any merge menu once i choose diese two. Method 1: To start from Concur Requests:. Learn how to split expenses between account codes or funding sources. This is the assigned manager for the employee. Enter Check-in and Check-out dates. 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. Select the desired Unsubmitted Expense Report. 🙂 Travel & Expense System from the bank also need to be included in your expense report. Above the details of the expense you will see an option to Add Receipt, click 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. The first image (Receipt) were uploaded with the Receipt feature. Simplify expense, travel, and invoice management with SAP Concur. There are 4 Concept Fields folders in the data warehouse, just so you know. Add the associated out-of-pocket expenses, attach the imported. If employees create monthly expense reports that match. Concur Expense: How can I merge two expenses stylish concur; Options. Automatically audit 100% of expense reports for fraud and compliance issues. Expense splits the combined item into the original two items. Create an Expense Report for Travel Booked in Concur . I'm not sure why SAP Concur didn't match the two together automatically. 0 2 302. Through our global network of travel partners, travel managers can get a full view of spending, make life easier for travelers, and optimize. 6. Users have this ability to merge or Combine Expenses when the two selected expenses are from varying sources. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. In this session, you will learn time-saving tips for working with Concur Expense. "Expense" in the upper left corner. Click Create Itemization. To add a Business or Personal credit card to your profile, follow these steps: Log into SAP Concur and navigate to Profile > Profile Settings. Employee that submitted report. This guide will demonstrate how to recall, edit and delete Concur. 6. 7. Log into Concur using your Single Sign-On. Personalize views with interactive dashboards and customizable reports. Have your company card administrator "hide" them from your view. 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. Select ItemizeWith a unified view of your SAP Concur data, you can empower key stakeholders with the information they need to understand and impact the bottom line. I can't find a way to combine all three expenses. 0. 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. We would like to show you a description here but the site won’t allow us. ”. This occurs when the user moves an Available Expense to their expense report. Simplify expense reporting and get more visibility into spending. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. Employees naturally expect any personal funds expended for business to be paid back to them. Log in to the Concur mobile app and select “Receipt. You can select multiple expenses to allocate all of them to the same chart string if desired. Within the report, click the blue Add Expense button:. Now it’s time to add expenses to your expense report and to add information to. release note in the. Add an item from your Available Expenses library (for example, card charge, e-receipt) to your report. Edit the Report period. Select the two expense limit items to can me. 0. You won't have the ability to build the queries for them. Have them select that option to see the current receipt. Admin. Sign in to your SAP Concur account. To combine them manually, select both and click Combine Expenses. Auto-suggest serves you quickly narrow down your search resultat by suggesting possible matches as him type. Select every line item you wish to move by using the little checkbox. Choice the two expense line items to be me. 2) Tap Move. SAP Concur Community Manager. ) Click Create Report. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. Printing receipts in order of the expense report. 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. Login to SAP Analytics Cloud and Click on Connection. Launch Course. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. Concur Expense Report Quick Guide 5. button to recall it and make edits. 0. 00. Sort the Expense List. 5. To merge or combination expenses: Go up your Expense Report. Click the radio button for the From date. The first would be from the expense details at the line item level. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. Using Expense Pay. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. Concur Expense: Workflow. I used a corporate card for the transaction as well. After reviewing your expenses and attaching your receipts, click Submit Report to submit your report for approval: Accept & Continue the certification statement: The report is submitted, and its status is listed in the Active Reports list. For example, an e-receipt line item can be merged with a credit card exchange. 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. g. That way you can follow step by step in your actual expense report. Click the Create New Claim tile. 2. Enter a Report Name (whatever you want to call it so that the Report will be easily identifiable to you). We do encourage them to add multiple expenses to each report. Click the Add Expense button or select the existing expense. There are really two main ways this is handled: 1. • If the company uses Concur Travel & Expense, e -receipts are automatically matched with the user's itineraries and card charges – eliminating the need for the user to type in folio data and submit paper receipts for expense reports. SAP Concur solutions help you simplify your company expense process and make life easier for employees. Expense splits the combined item into the original two items. 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. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. Select the two expense string items to be me. • Allocation view print format:Companies that use the allocation feature can allow users to see a summary of all allocations on an expense report. To view a linked travel reservation: 1. Report Header. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. To merge alternatively combine expenses: Go in your Expense Report. To filter the results, select an option in the View list: To view the expense source (s), click anywhere in the row – other than the check box or. ) Follow these guidelines when completing the fields in an expense report: Report Title - (This is important! List the trip purpose, research project, or event that@Vickie-cridland For the screenshot of combining expenses, it appears that one line item is for Lunch and the other for Train. The permission is for what some term as Back Office approval of the expense report. Click OK.