Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. 12 CYN adding an additional transaction negative for -360. Employees will see the payment demand status of Paid within their expense report. b. If you see Reporting, mouse over and let me know what you see. Please perform as follow: - Move the CC expense from you report to expenses. Have your company card administrator "hide" them from your view. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. 12 CYN, choosing. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. Click Add. The Concur Travel & Expense system will combine and streamline business and travel purchases including UD Credit Card transactions. ”. After you click it a date field will pop up. To merge instead combine expenses: Go into your Issue Message. The Select receipt from menu appers. @bharath048 that message is a warning message only and should not prevent you from submitting. The Manage Expenses page displays. 2: Select the tab to . T&E Card 3. The queries take about 2 minutes to create. Each reservation in the tra vel booking trip will create a corresponding entry on the expense report. However, the true beneficiary of expense reports is the business owner. - or - On the menu, click. 12 CYN adding an additional transaction negative for -360. Concur recommends limiting expense reports to less than 100 individual expenses per report. Users have the ability to merge alternatively Combine Expenses when the twin selected expenses are from different sources. Concur Expense; NextGen UI for Concur Expense Professional Edition End User Help; Expense User; Expenses; Work With Available Expenses; Combine and Separate Transactions; NextGen UI for Concur Expense Professional Edition End User Help. forms sent. Entering Hotel Expenses into Concur Hotel bill didn’t come in via an E-Receipt? Enter your bill following the steps below Step 1: Add a Hotel Expense Add a new expense to your expense report with a Hotel expense type. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. Choice the two expense line items to be me. How to Itemize an Expense . 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. Enter Transaction Detail by Account in the search box. 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. 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. . 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). From the Manage Expenses screen, scroll down to the Available Expenses section. 3. Apr 7, 2021 09:21 AM. However, the true beneficiary of expense reports is the business owner. For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. What this does is every time you run the report, you can choose the data range you want. 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. Users have the ability to merge or Combine Expenses when the double chosen expenses are from different sources. Please pass this forward to the development team. 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. The first is "add attendees from Outlook Calendar". It will give you a list of all claims you have created. 4. 2022_01. 2. 2) Tap Move. On the landing page of the application, go into Expense Reports. To manually add an expense to a report: With the report open, click Add Expense > Create New Expense. . Employees can easily book and manage travel, create and submit expense reports, and approve invoices — all from anywhere and at any time. Above the details of the expense you will see an option to Add Receipt, click this. Have them select that option to see the current receipt. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. 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. Simplify expense reporting and get more visibility into spending. 100 Mobile release. Launch Course. 12 CYN adding an additional transaction negative for -360. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. 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. See a complete list of SAP Concur integrated solutions that help to control business expenses and increase visibility. Click the Reservation link (on the expense report) to view the reservation on the Expense Source page. @EdwinaM you cannot combine entries that have the same payment type, so what you experienced is by design. Click OK. To "fix" this mismatch go on the expense itemized, and in one of the line you add a 0. I can't find a way to combine all three expenses. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. 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. If I select all three, "Combine Expenses" is greyed out. 302. UATP-Delta Airlines. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . Any line with a payment type of “ Cash” in the Available. The first image (Receipt) were uploaded with the Receipt feature. Thank you, Kevin Dorsey. Choice the two expense line items to be me. 1 - Transactions 360. From the reports list, press + at the bottom of the screen. Select to two expense queue items to subsist me. Now it’s time to add expenses to your expense report and to add information to. It will give you 4 options, the first two of which are the best IMO. For the data you are looking for including Account Numbers, that is usually data. 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. 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 the Pending Card Transaction item is not yet added to an expense report, the system should match the corporate card. UATP-United Airlines. It intention give to of option to movement to new news or to a current view. Creating a Travel Expense Report. Select the two expenditures line items to be me. You won't have the ability to build the queries for them. Supplies. To do so, add a Data Item from the Toolbox and name it Current Date. you can actually combine them or let the system combine them. This course is intended for advanced Concur users who are interested in ways to make their expense reporting activities more efficient. The answer is yes. You may save it as a PDF, email it, or upload it to the cloud. Other types of expenses like hotel orStep Four: Hear what your business expense tracking is telling you. In the Filter section, tick the box for Distribution Account. With pdfFiller, it's always easy to work with documents. 0. Doing so reduces data entry for our travelers/delegates and ensures that all information in the system is properly connected. If there are more than 60, repeat steps 1-2. Your controller will not be able to view receipt images by project, but can only view receipts by. The reports that have been deleted are stored in Cognos by their report ID, so this report should help you with what you need. Unable to combine separate expenses for single reservation. From the Filter Condition field, click the drop down arrow then select Range. • Expense reports should be submitted within 30 days of theCommunity Manager. - or -. This takes you to the Manage Expenses screen. Travel & Entertainment Card FAQs. 2. The employee can also return cash “manually” to the Cash. 00 Other Room Tax 1 2. Unable to combine separate expenses for single reservation. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. • Allocation view print format:Companies that use the allocation feature can allow users to see a summary of all allocations on an expense report. Sign into SAP Concur to access your home page. - Go to expenses and click the cc expense. 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. I imported both charges into my expense report. You can select multiple expenses to allocate all of them to the same chart string if desired. Click the checkbox next to the two. To add a Business or Personal credit card to your profile, follow these steps: Log into SAP Concur and navigate to Profile > Profile Settings. For example, an e-receipt line item can be merged with a credit card exchange. For example, an e-receipt line item can be fused with a credit card store. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. g. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. Complete all required fields and the optional fields as directed by your company. Users need the ability to merge or Combine Expenses when the two selected expenses are from different sources. Automated, fast, and accurate expense reporting helps you improve productivity, compliance, and control over spend. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. One of our users has tried combining a recognition ticket expense (with nay receipt attached) to an expense created through ExpenseIt (with a check attached) and the combine option does not appear. Transform your daily workflows and Merge Hotel Receipt. 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. under the . Creating a Travel Expense Report. Once total selected,. Request, and click . 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. So, depending on your role at your company, there is a good chance that you would not be allowed to have this permission. 3. Expense splits the combined item into the original two items. Clarified that the Combine button functions differently under the two different user interfaces – Legacy (current UI) and Next Generation (NextGen). Select the desired Unsubmitted Expense Report. 3K. 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). - Go to expenses and click the cc expense. Best regards, RohanFrom here select Process Reports. Sign your document online in a. g. SAP Concur solutions help you simplify your company expense process and make life easier for employees. On the Confirm Delete message, click Delete. I'm not sure why SAP Concur didn't match the two together automatically. Then check the boxes further to the expenses. How will the system know which one to use?To create an expense report using Android: Open the SAP Concur mobile app. 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. Super User. At this point. Within the report, click the blue Add Expense button:. Contact us today. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. g. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. Discover how you can customize expense entry analysis by rolling up top expense types by the approved amount and adding a. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation. A dynamic ecosystem of more than 150 partner applications and services designed to help manage compliance, spend, and the traveller experience. 0. A lot of our customers use the processor approval as the final approval for the expense report. ”. Employees must verify their Email IDs to receive the receipts for. I've provided a screenshot of how to delete a report. The page refreshes, displaying the required and optional fields for the selected expense type. 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). 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. Please try and let me know how it goes. 1. SAP Concur Employee. @LoriAux open the report with the transactions yourself want to go. Click on the Add Receipt icon. -. To move a manually created expense to another report: With the report open, select the check box of one or more expenses. Sign In. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. For example, an e-receipt line item can be merged with one financial card real. Expense splits the combined item into the original two items. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. - Separate and delete the "fake" expense. The Cash Advance administrator issues the cash advance in Concur Expense, and the company pays the actual cash to the employ ee. button to recall it and make edits. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). Hope this helps. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . Select Available Expenses to locate the University Card transactions, i. Thanks. Once the receipt has been added, you will be taken back to the expense details. Single hotel charge split into two expenses. never be pulled into a report without the transaction. Initiating one Expense Merge: on the web download. 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. 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. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. Click the Delete icon next to the Report Name. Edit the Report period. 1 - Transactions 360. For more information about viewing, editing, or deleting expense reports, refer to the Expense Reports section of Expense. - Send again the CC to the report and you will be able to combine it with the Expense. Enter the Check-out date. 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). Expense. Open your expense report and go. 0. Continue to drive business and end-user adoption forward with tools to help optimize your SAP Concur solutions. ; In the pop-up that follows, hover over the expense you want to select as the master expense and click Select. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. guidebook for using Concur. Request, and click . Click Save. Skip to Step 7 below. 5. An automated solution can help streamline these tasks. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. 1 - Transactions 360. Users have the ability to merge or Amalgamate Expenses when the two selected spending are from different sources. This web-based service provides the tools you need to request. 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. 4. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then. If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. The Nightly Lodging Expenses Tab will appear. Concur Expense. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. If I select all three, "Combine Expenses" is greyed out. Concur ExpenseThe term e-receipts refers to data sent to Concur through the SAP Concur Connect Program. Enter a Report Name (whatever you want to call it so that the Report will be easily identifiable to you). . 5. The changes they can make also depend on. This option would need to be enabled for the company under. The only way company card statements or transactions can come into SAP. In Concur, delegates are able to perform a number of tasks on behalf of another user, including creating new expense reports. You should be able to click on +Start Report to create a new expense report. (The fields that appear on this page are defined by your company. 1 Solution. Aug 8, 2022 03:10 PM. Click the Combine Expenses button. Help says I can combine the charges by using Match (I think) or Combine. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. SAP Concur Expense solutions will automatically download the transaction details and will create an expense. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. All they need to do is choose the Managing Director. Click the Combine Expenses button. We turn the difficult into simple, make the unknown known, and put an end to tedious tasks. Create a New Expense Claim. The following required configuration options ensure archival of the most appropriate data used in your Analysis/Intelligence reports. Concur Expense: Workflow. The Report Library displays a list of Expense Reports. From this page, you can check the status of any submitted report: Concur Expense Concur Travel. plies to these SAP Concur solutions: Expense Professional/Premium edition. 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. 6. Includes cost object information and expense report type. Appending a new receipt will combine both receipts into a multi-page PDF file. On the Details menu in the Expense list of a report, select Allocation. 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. - or -. Received this alert with a travel expense report: "This expense has no matching travel reservation. To start an Expense Report click . 12 CYN, choosing. The expense report page appears, ready for you to add expenses. Video: Itemizing Hotel/Lodging in a Travel Expense Report in Concur. 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. SHARE. Travel Start Time: time leave official headquarters or your. @elliobc me again. Report Header. In this session, you will learn time-saving tips for working with Concur Expense. Used example, at e-receipt row item can be merged with a credit card deal. 2) Tap Move. 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. From the Concur homepage, click Expenses near the top of the page. Add the associated out-of-pocket expenses, attach the imported. Requests, on the Quick Task Bar. On the next screen (Manage Expenses) click the link that reads "Active Reports". On the Concur home page, select Expense. . Employee that submitted report. Last Revised: November 3, 2022 . Regardless, the travel allowance wizard and menu appear only if you meet the. You will be taken to the Concur home page. Select your desired Expense Report from the Report Library. Available Versions: 2023_10 ; 2023_09 ; 2023_08 ; 2023_07 ;The SAP Concur profile is different from the profile you created here on this Community. A menu appears. 6. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . Solved: One of our users has proven combining a credit card charge (with no receipt attached) to einen expense created over ExpenseIt (with a receipt SAP Concur Community Sign With 1. • Allocation sepa rator: This symbol separates. . Used example, at e-receipt row item can be merged with a credit card deal. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). Create Expense Report . E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. This user must also be assigned the Expense Processor role. 1. Objective . 3. Employee Reimbursement System. 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 infographic is for clients on the Standard edition of SAP Concur solutions. Open your expense report and go into the expense entry to which you need to attach multiple receipts. The first would be from the expense details at the line item level. Report Details, select the . S. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. 8. Learn how to split expenses between account codes or funding sources. When the Manage Expenses sub-menu appears, click the + Create New Report tile; or Unable to combine separate expenses for single reservation. We would like to show you a description here but the site won’t allow us. ”. 1. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. 00 Room Tax 23. Click Expense at the top of the screen. Click Save Itemization. You can view a linked travel reservation via an expense report in NextGen UI for Concur Expense. 4. Select the two expense line items to be me. Select Add to Report to claim the card charges to the appropriate Event Expense Report. This is the list of expenses that you have allowed Concur to collect for you, either by purchasing it on your Travel card, or by going through the steps in Slide #8. The other 4 card transactions would need to be separate expenses, with supporting documentation to comply with your company policy such as a receipt image. Center for Workplace Development 1 . We have our employees to submit their expenses within 14 days of incurring the expense. be deleted by approvers and must be deleted by the user or their. At the top of the expense details they should see an option that says View Receipts. Select Merge. Mileage. 100 Mobile release. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. If there is no receipt already attached to the expense, click on 'Show Receipt' on the top right. Then go to every other report, select the company card transactions that are older than 60 days. Creating New Reports in Concur Intelligence. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. all ExpenseIt entries will be moved to an expense report automatically. You can edit them for this Report, if necessary. We also run a report on the number of reports an associate is submitting each month. 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 the left pane, go to the Reports menu. The Concur Expense video series provides a step-by-step demonstration with quick and simple tips to support and optimize your expense management solution. SAP Concur. 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. Skip to Step 7 below. How Concur identifies and combines expenses in a report. I selected the two expenses on the left side of my expense report. a. First time using Concur. 00/5. To merge or create expenses: Go into you Expense Report. ; Mark the expenses you want to merge (only two). The University of Delaware will launch a new Travel & Expense Management program to all University employees in 2019. If the expense report is returned to the employee, then the . Creating a New Expense Report . A pop-up will appear - click the. For e. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. Select your file from the documents list and pick your export method. Use this video demonstration to learn how to itemize hotel and/or lodging on a Travel Expense Report in Concur. From the drop down, choose the best option for past reports. 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. Complete all required fields and the optional fields as directed by your company. This option would need to be enabled for the. If a user activates Expense. A pop-up will appear containing two tabs, one for Available Expenses, the other to Create New Expense: Available Expenses holds University card transactions. To merge: Go to Expenses on the left sidebar. If you’re merging an expense, created from a credit card feed and a manually. Admin.