Add the associated out-of-pocket expenses, attach the imported. But there is no Match button or. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then. The first image (Receipt) were uploaded with the Receipt feature. Not sure why this alert appears and do. 02. We do encourage them to add multiple expenses to each report. šTravel & Expense System from the bank also need to be included in your expense report. Complete the fields as directed by your company. The ChartFields default from your Concur Profile. " The trip was booked through Concur. Add the associated out-of-pocket expenses, attach the imported credit. b. Concur Expense . 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. You can select multiple expenses to allocate all of them to the same chart string if desired. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. I think what is happening is that the Delete button you mentioned is for deleting an expense from the report, not to delete the entire report. Add New Connection. 4. 2. From the Manage Expenses screen, scroll down to the Available Expenses section. 2. Select the couple cost line items to be me. Enter the Transaction date which is your checkout date. I need to expense them as one expense. release note in the. This occurs when the user moves an Available Expense to their expense report. Concur. 1. One was 12,500 TRY and the other is just over 3,000 TRY. Click the Create New Report tile. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. Click the desired report or click New Report to create a new one; The expense (along with receipt attached) is removed from the. From the Manage Expenses screen, scroll down to the Available Expenses section. ā¢ Can run forā¦ Range of Time Specific employees Specific expense types Trip/Report typesCreating a New Expense Report . Admin. Eventually, the employee must create one or more expense reports (depending on configuration) to account for the cash. To merge or combination expenses: Go into your Price Report. Method 1: To start from Concur Requests:. Just make it a one day stay. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. Hope this helps. Select the module from the top of the screen. Keep your employees safe and connected, allowing you to fulfill duty of care. If the Pending Card Transaction item is not yet added to an expense report, the system should match the corporate card. 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. The permission is for what some term as Back Office approval of the expense report. Under . 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. Read the User Agreement. SHARE. For a short demonstration click Itemizing Expenses (Legacy UI). If you see Reporting, mouse over and let me know what you see. 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. Users find this particularly handy for expense claims with multiple per-diems. From the Filter Condition field, click the drop down arrow then select Range. . When reading the Expense v4 API details on. Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. Employees naturally expect any personal funds expended for business to be paid back to them. Travel Start Time: time leave official headquarters or your. Enter all necessary information for the itemization. Expense . Using the Concur Mobile App. Help says I can combine the charges by using Match (I think) or Combine. 5. how to un combine the expenses. Just make it a one day stay. If you want to combine the cc with you expense - Tick the cc and the expense, select Combine expenses. To manually add an expense to a report: With the report open, click Add Expense > Create New Expense. We have our employees to submit their expenses within 14 days of incurring the expense. I don't think this is quite as complicated as that situation. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. Jun 16, 2022. This only happens if the Pending Item is not already on an expense report. Select Itemize from the lower right corner of the line time. Expense Reports with P-Card Transactions āYou can create an expense report and continue to add P-Card transactions to it throughout the month āYou can then submit the report prior to the monthly accounting deadline to allow the expense approver time to review the report āBest practice is to submit reports once or twice a month,Expense queue. this demo of Concur Expen. 00 Not Submitted I Report Number: SA8S14 rint/Share v Manage Receipts v View Available Receipts Ele-Receipts in Concur . That should hopefully do the trick. In the Expression Definition type ācurrent_dateā but without the quotation marks. This will open the allocate window. 6. 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. Concur Expense: Select can EGO fold two cost in concur. 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. [Reference: SAP Concur User Guide ā Signing In] On the home page, there are a few options available. 3. Get more out of your Concur with tips and tricks for Concur Expense. Click on the expense to bring up the expense view. For example, an e-receipt line item can be fused with a credit card store. Creating New Reports in Concur Intelligence. If you see Reporting, mouse over and let me know what you see. If you are on the SAP Concur Expense Legacy UI, the Recall. You won't have the ability to build the queries for them. Thanks. - Separate and delete the "fake" expense. g. - Go to expenses and click the cc expense. Click OK. If there is no receipt already attached to the expense, click on 'Show Receipt' on the top right. ā. 6. 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. Thanks Angela. On the Expense screen, click the +. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. 2. guidebook for using Concur. This means you can run reports that others have created. 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. š So, on hunch I went into your account and looked at one of your expense reports. Concur Expense ensures all of the detailsāincluding the amount, date of the transaction, vendor, expense type and locationāare accurately captured and matched to the expense entry. What this does is every time you run the report, you can choose the data range you want. I think the issue is twofold: 1. Merging two expenses when one report has already been submitted and reimbursed. 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". The Report Library View displays Active Expense Reports. The first would be from the expense details at the line item level. 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. On the expense report page, select Details > New Itinerary. This will create a Statement Report for you. Hello Kevin I have the same problem, if I can´t merge those expenses I will have diferences when I put the details of these expenses because the first value was a deposit and the second was the diference of the total stay cost , how can I. To attach a receipt to a report or an individual expense, you can either: ā¢ On Expense screen, tap Add Receipt. (The fields that appear on this page are. , refer to those KBA's. 1. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. I think the issue is twofold: 1. To create and submit an expense report in the web version of SAP Concur: 1. This option would need to be enabled for the. The first step was to create your expense report by completing the Report Header in Concur. There are 4 Concept Fields folders in the data warehouse, just so you know. ii) Copy a previously submitted expense claim. P. Enter Check-in and Check-out dates. statement reports default approver as specified on the User Administration page, not the expense report default approver nor the (Expense) default approver 2. g. Once the card charge is added, you can select both items (using the little checkbox to the left) and then click Combine. 2) Tap Move. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. T&E Card 3. Identify the applicable . 3. On the Details menu in the Expense list of a report, select Allocation. Note: Concur imports a maximum of 60 U-M Card transactions at a time. Do you not see the option? I hope this helps. Report #5 āDU Expense Entry Analysis with Cost Object & Trip/Report Type 15 ā¢ Provides information on employee spending patterns. Concur ExpenseThe term e-receipts refers to data sent to Concur through the SAP Concur Connect Program. Reduce time spent on expense reports by streamlining the process. Enable SSO in Test Environment . Report Number in Concur Expense Accounting Extracts . 2. How Concur identifies and combines expenses in a report. One reports has Order Number, Serial number etc. a. 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. I have two reports with different data. If trains are not an option based on the search criteria, SAP Concur will only return the flight options. This option would need to be enabled for the company under. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. 1. - Separate and delete the "fake" expense. However, the true beneficiary of expense reports is the business owner. Aug 6th, 2022. You most likely will need to. [Reference: SAP Concur User Guide ā Signing In] On the home page, there are a few options available. Can't access Concur Expenses. 4. 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. You can choose from the following: a) In the top menu, click on Expense. The rule conditions would depend on what information is being included in the emails sent out for your Concur setup. Aug 9, 2020 03:30 AM. 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. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. 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. The e-receipt information may not contain all line items, usually due to credits or returns. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. 00 Room Tax 23. If so, click Delete. Report Header. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. Mileage. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. The expense report page appears, ready for you to add expenses. That way you can follow step by step in your actual expense report. - Send again the CC to the report and you will be able to combine it with the Expense. e. 0 2 1,585. Concur Expense. Requests, on the Quick Task Bar. On the expense report page, the Available Expenses section appears,. Scroll down to the Available Expenses section and click the little check box next to the item. @mdepoli if you have an expense entry on an expense report and the credit card transaction is in your Available Expenses, you can add the credit card charge to the report. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. a. (The fields that appear on this page are defined by your company. If a user activates Expense. If there are more than 60, repeat steps 1-2. Jun 26, 2023 01:08 PM. From this page, you can check the status of any submitted report: Concur Expense Concur Travel. If youāre merging an expense, created from a credit card feed and a manually. Submit them on an expense report. Have the user open their expense report on the app. Then each of those National Directors can use the Approve & Forward option. In the details, you can quickly assign an expense to any existing report, and then use the arrow in the top right to move to the next expense on the report. You may save it as a PDF, email it, or upload it to the cloud. . This will put the the MasterCard charge back in your available expenses. Employee Reimbursement System. Includes cost object information and expense report type. Complete all required fields and the optional fields as directed by your company. Shouldn't she be abler to combine with this scenario? Both entrance were already added the an expense report. Then, try our . Last Revised: August 25, 2023. Select the Requests module at the top of the page. Please perform the keep: - Drive the CC expense from you report to expenses. Select Itemize from the lower right corner of the line time. From the Filter Condition field, click the drop down arrow then select Range. 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. On the Concur home page, select Expense. The basic steps to complete an expense claim are: Create the claim and provide the claim-level information (such as the expense claim name, purpose of the claim and so on). 2. 0. 3. 6. Click the Expense Report with the status of Not Submitted that you want to delete. This guide provides instructions on how to create an expense. User. The option to Add Receipt now says View Receipt. On the Report Header screen, complete all required (compulsory) fields. I used a corporate card for the transaction as well. Under Expense Settings, Select Expense Credit Cards. 1 Solution. On the Expense Source page, click Separate (bottom of the window). To merge instead combine expenses: Go into your Issue Message. 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. If the video helped and you were able to allocate the expense, please let me know that as well. If you paid for your lodging with your Travel Card - click Import Expenses to select and move that expense to your report. Today, weāre pleased to announce a new Amazon Business Integration for Concur Expense. Not sure why this alert appears and do. The receipt is made available in Concur Expense under the usersā Available Expenses; The user assigns expenses to report, sets expense type, and submits the expense report . Additionally, large reports may become challenging for approvers to thoroughly review. @elliobc me again. 100 Mobile release. If they do, and the credit card expense imports afterwards, there. To view a linked travel reservation: 1. [Reference: SAP Concur User Guide ā Signing In] On the home page, there. In the Expression Definition type ācurrent_dateā but without the quotation marks. Non Reimbursable/ Personal. 0 6 1. Another option is through the Concur app. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright. 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. Click Add. The answer is yes. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. At merge alternatively combine expenses: Go into your Effort Report. The other expense report is in a submitted state pending external validation. When the company card charge comes in, it will match to the Pending ExpenseIt item. Concur Users: All Requests will need to be resolved, either by closing/inactivating (if no expense report is necessary), or by submitting an attached expense report. 01. If it is, then the user must add the company card charge to the same report, then the items will match. 0. Expense Report Process. (Below) Another option is to delete one of the two reports you need to combine. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. Above the details of the expense you will see an option to Add Receipt, click this. Sign into SAP Concur to access your home page. Received this alert with a travel expense report: "This expense has no matching travel reservation. Users will need to click the Attendees link towards the top left of the expense page:. You will be taken to the Concur home page. 1. Concur Expense: How can I merge two expenses stylish concur; Options. I'm not sure why SAP Concur didn't match the two together automatically. This issue is preventing me from submitting the expense report to my company for the airfare payment. Unions are great for taking two data sets that have the same. The expense user logs in, creates an expense report and fills out header information. 00 Other Room Tax 1 2. 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. An automated solution can help streamline these tasks. If you click on it, it will open. Yes, I figured it out. ME kn. We turn the difficult into simple, make the unknown known, and put an end to tedious tasks. Yes, I figured it out. Expense . I am with a new company now, and all they have are the canned reports that Concur provides which. Add an item from your Available Expenses library (for example, card charge, e-receipt) to your report. To start an Expense Report click . It helps eliminate paper receipts and makes it easier for you to complete your. . After you click it a date field will pop up. Up merge or combine expenses: Walk into your Expense Report. App Centre. If these two line items are supposed to be one expense, just delete one of them. 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. Select Concur. We solve big problems, small problems, and problems you didnāt know you had. However, the true beneficiary of expense reports is the business owner. Click 'copy' at the right of the expense lines. Contact us today. forms filled out. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). 100 Mobile release. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Supplies. Users have the ability to merge or Combine Expenses when the double chosen expenses are from different sources. You may choose to manage your own preferences. And then -- if you did pay a lodging deposit -- be sure you have a separate expense line on your report for Expense Type Lodging Deposit (Pre-Trip). I can't find a way to combine all three expenses. On the Expense Source page, click Separate (bottom of the window). SAP Concur Community. o Enter Duty Station and Residence City, and Residence State if not populated. yesterday. Click Expense at the top of the screen. If it is, then the user must add the company card charge to the same report, then the items will match. I am with a new company now, and all they have are the canned reports that. SAP Concur Community Manager. 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. ā¢ If the company uses Concur Travel & Expense, e -receipts are automatically matched with the user's itineraries and card charges ā eliminating the need for the user to type in folio data and submit paper receipts for expense reports. We have our employees to submit their expenses within 14 days of incurring the expense. "Expense" in the upper left corner. The first type is what we call an Expense Approver. Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. guidebook for using Concur. 3 . Unable to combine separate expenses for single reservation. ā¢ Concur Expense automatically generates a receipt image that accompanies the expense, on the E-Receipt tab of the expense entry. Log in to Concur via Single Sign-On. 7. When creating Expense Reports in Concur, it is essential to link your approved Travel Request to your Expense Reports. 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. If you do not think you will have any business expenses in the foreseeable future, then you will need to ask that your company card administrator at your company removes this transaction from you view. auto-create an expense report from that trip. In Concur, click the Expense tab. But there is no Match button or Combine button. You can select multiple expenses to allocate all of them to the same chart string if desired. 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. Select Merge. Click the radio button for the From date. Community Manager. For importing expenses, there are many ways and depends on the payment method. You will also learn how to set up add your bank account to your profile and track your reimbursements. Concur Expense. Once you select it, click Save. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. be deleted by approvers and must be deleted by the user or their. You can choose from the following: a) In the top menu, click on Expense. 5.