Enable SSO in Test Environment . - Send again the CC to the report and you will be able to combine it with the 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. . 12 CYN, choosing. 0 2 302. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. 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. A lot of our customers use the processor approval as the final approval for the expense report. 6. 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. 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. 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. create a multi-city Expense Report in the Concur Expense Module. To merge or combine expenses: Go into your Expense Report. We would like to show you a description here but the site won’t allow us. Concur Expense ensures all of the details—including the amount, date of the transaction, vendor, expense type and location—are accurately captured and. 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. Selecting the two expenses line items to be me. I don't think this is quite as complicated as that situation. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then. The changes they can make also depend on. Tip: For easy access to Concur, favorite the “Expense. Concur Expense: How can I merge two expenses stylish concur; Options. Users have the ability to merge or Amalgamate Expenses when the two selected spending are from different sources. On the expense report page, the Available Expenses section appears, including all the Travel itinerary items, e-receipts, and any imported corporate card transactions. The system is waiting for the actual company card charge to come in. 0 Kudos 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. Users have the ability to merge or Combine Expenses when the double chosen expenses are from different sources. A menu appears. . Employees will see the payment demand status of Paid within their expense report. SAP Concur. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. Objective . Eventually, the employee must create one or more expense reports (depending on configuration) to account for the cash. The Concur Expense video series provides a step-by-step demonstration with quick and simple tips to support and optimize your expense management solution. 2. From within an open expense report, select the expense. 2. Regardless, the travel allowance wizard and menu appear only if you meet the. 0. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. I kn. The expense report page appears, ready for you to add expenses. August 2021 release. 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. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. Use the Expense Type Lodging Deposit (Checkout Credit) and enter the deposit as a negative amount. Expense . Expense. Enter all necessary information for the itemization. 🙂 Travel & Expense System from the bank also need to be included in your expense report. Log into Concur using your Single Sign-On. You will be given options on how to add the receipt. If these two line items are supposed to be one expense, just delete one of them. Preview unavailable The option to combine expenses will not appear if: To combine them manually, select both and click Combine Expenses. Click Itemize or Nightly Lodging Expenses. 1 - Transactions 360. This is the assigned manager for the employee. Non Reimbursable/ Personal. 3. The following required configuration options ensure archival of the most appropriate data used in your Analysis/Intelligence reports. Intelligence. Click on the Customize button. Expand all. Skip to Step 7 below. The system isn't designed to do that. 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. Automated, fast, and accurate expense reporting helps you improve productivity, compliance, and control over spend. a. Take control of your travel program and see how travel dollars are spent. I received the Diners Club card statement and the charge appears in the statement. On the right side of the screen, add an allocation row for each account combination to be charged. 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?. The Cash Advance administrator issues the cash advance in Concur Expense, and the company pays the actual cash to the employ ee. 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. You will only be able to delete expense reports or cash advance requests that have not yet been submitted. Also, you’ll be guided to helpful resources for both end users and admins as. 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. Select the expense type that applies to the first itemization. SAP Concur Community Manager. Supplies. For example, and e-receipt line single can must merged with a credit cards transaction. Step 1: Create Connection in SAP Analytics Cloud with 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. Oxford Economics US Fact Sheet: Empowering Your People. Have them select that option to see the current receipt. Not sure why this alert appears and do. is that all expenses where added to concur, and also several (if not: all) transactions where added as well. The Select receipt from menu appers. On the landing page of the application, go into Expense Reports. The Number of nights will auto-populate based on the Check-in and Check-out. 2. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. 12 CYN adding an additional transaction negative for -360. My expense report returned twice because my hotel invoice missing company name and vat. 2. Mileage. Ensure that there are no receipt images attached to the selected expense line items. you can actually combine them or let the system combine them. - You will see that there is and expense already combined. How Concur identifies and combines expenses in a report. Continue to drive business and end-user adoption forward with tools to help optimize your SAP Concur solutions. When the allocate line appears, look for the Cost Center or Department field and enter the old department. Verify the imported expense (s) appear in the Expenses list. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . To separate two transactions that were combined in error, click in the Payment Type column of the combined item. This expense still shows the purchase as a "cash" purchase and didn't change to the locked credit card icon. The Manage Expenses page displays. - You will see that there is and expense already combined. Skip to Step 7 below. As a Proxy. I think the issue is twofold: 1. Select Merge. 1. Then each of those National Directors can use the Approve & Forward option. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. 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. For more information about viewing, editing, or deleting expense reports, refer to the Expense Reports section of Expense. This will bring up all reports in the Approved & In Accounting Review status. Select the module from the top of the screen. 3. For the ability to manually combine expenses on mobile, I would suggest that you keep an eye on the SAP Roadmap Explorer and the SAP Concur Mobile App Release Notes. The app will present your phone’s camera to take a photo or click on “+ Expense. From this page, you can check the status of any submitted report: Concur Expense Concur Travel. 1 Solution. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. Method 1: To start from Concur Requests:. That should hopefully do the trick. We address the ones who are submitting too many unnecessarily. Please try and let me know how it goes. In the Filter section, tick the box for Distribution Account. - Separate and delete the "fake" expense. Click on the Expense Report you want to add a receipt to or Create a New Report. Get started with first creating your expense report on your desktop or mobile device. Users have the ability go merge or Combine Expenses when one two selected expenses are from different sources. If you click on it, it will open. release note in the. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. Unions are great for taking two data sets that have the same. 0. - 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 . Creating a Travel Expense Report. You can edit them for this Report, if necessary. Employees can easily book and manage travel, create and submit expense reports, and approve invoices — all from anywhere and at any time. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . Select all expenses and click Allocate Selected Expenses. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. Merging two expenses when one report has already been submitted and reimbursed. To merge instead combine expenses: Go into your Issue Message. Combine expense and invoice data from your SAP Concur solutions and Xero in just one click. create a Travel, Entertainment, and Reimbursement Expense Report in the Concur Expense Module. An ExpenseIt entry and a corresponding credit card transaction in an expense report can be matched by clicking on the Combine button. . View Report Expenses by List or by Detail. Click the Expense Report with the status of Not Submitted that you want to delete. But there is no Match button or. This will open the allocate window. Up merge or combine expenses: Walk into your Expense Report. Concur will create another expense line with the same information, with one day added to the date. Edit the Report period. Using Expense Pay. For a short demonstration click Itemizing Expenses (Legacy UI). If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. 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. The credit card batch files will also contain this kind of information. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. I find the SAP Concur Mobile App - Feature List by. Select the two expense line items to be me. 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. The answer is yes. You can select multiple expenses to allocate all of them to the same chart string if desired. 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. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). 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. forms sent. Concur recommends limiting expense reports to less than 100 individual expenses per report. Users have the ability at merge or Combine Expenses when the two selected expenses belong from different sources. To merge or create expenses: Go into you Expense Report. Select all expenses and click Allocate Selected Expenses. The custom query does need to be built by each processor when they are logged into SAP Concur. If these two line items are supposed to be one expense, just delete one of them. SAP Concur uses the Pending Card Transaction payment type, regardless of whether the admin has activated this payment type for the group. Unable to combine separate expenses for single reservation. Learn more . Click the Create New Claim tile. We would like to show you a description here but the site won’t allow us. g. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. by shine in Concur Expense yesterday . 2. Travel Start Time: time leave official headquarters or your. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. 100 Mobile release. To see if they do, click Expense at the top of the SAP Concur home screen. It will give you 4 options, the first two of which are the best IMO. 3K. I need to expense them as one 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. Click the Add Expense button or select the existing expense. Because it depends on your company policy. 3. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright. Aug 9, 2020 03:30 AM. - Separate and delete the "fake" expense. Now Give the Connection Name and Description, for key and Secret we need to go to Concur tenant we want to connect and register a Partner application with Proper Authorization. Bottom Line: Concur Expense is part of SAP Concur’s suite of expense and travel management apps that are best suited for midsize businesses. 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. If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. Aug 9, 2022 01:50 PM @LoriAux open the report with the transactions yourself want to go. g. Log in to Concur via Single Sign-On. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. User. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. You will be taken to the Concur home page. Using the Concur Mobile App. 2: Select the tab to . When I try to combine the two expense items, system prompts me that the expenses cannot be combined. - Separate and delete the "fake" expense. Concur TripLink connects trips, travelers, and itineraries across channels to enhance and simplify the entire travel experience. 5. Just make it a one day stay. 1 - Transactions 360. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. On the landing page of the application, go into Expense Reports. Create Expense Report . 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 Quick Reference Guide demonstrates how to itemize an expense in Concur when preparing an expense report. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. Concur Expense: Select can EGO fold two cost in concur. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. Video: Itemizing Hotel/Lodging in a Travel Expense Report in Concur. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. Take a business trip using SAP Concur mobile solutions and see for yourself how easy it is to book travel and complete expense reports on the go. Just make it a one day stay. How Do I Create/Update New User Shapes Using. How ca i merge them together ? acted did see any merge menu when i choose these two. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Add the associated out-of-pocket expenses, attach the imported. We would like to show you a description here but the site won’t allow us. If its possible what are the steps to be followed. • Add transactions to the expense report when available in Concur • Upload receipts • Assign expense codes and cost center • Submit report in Concur • Report is reviewed and approved by department approver/supervisor • Report is reviewed and approved by MET Finance • Report is reviewed and approved by the University’s Travel. Choice the two expense line items to be me. Initiating one Expense Merge: on the web download. Includes cost object information and expense report type. Click one of these: New Report (at the. On the expense report page, the Available Expenses section appears,. Each reservation in the tra vel booking trip will create a corresponding entry on the expense report. Requests, on the Quick Task Bar. Expense . 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. 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. This option would need to be enabled for the. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. - Send again the CC to the report and you will be able to combine it with the Expense. Concur. You should see a drop down menu of options. Unable to combine separate expenses for single reservation. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. When the company card charge comes in, it will match to the Pending ExpenseIt item. If what I described is not available, then from your report, select all the line items. On the Expense screen, click the +. We turn the difficult into simple, make the unknown known, and put an end to tedious tasks. This user must also be assigned the Expense Processor role. 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. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. This option would need to be enabled for the company under. Read the procedures 1. Part 3: Enable travel-related options: Allow users to combine expense into a single merged expense. To merge instead combine expenses: Go into your Issue Message. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. The ChartFields default from your Concur Profile. Employee Reimbursement System. Select the two expense string items to be me. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. Load more. Enter the Transaction date which is your checkout date. 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. Return to Expenses to view the Expense with the newly attached receipt and attach it to an Expense Report at any time. Sign in to your SAP Concur account. Users have the ability to merge alternatively Combine Expenses when the twin selected expenses are from different sources. 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. An expense report was auto-submitted on the 16th of the month with a corporate credit card expense from the 8th of the month. On the next screen (Manage Expenses) click the link that reads "Active Reports". We have our employees to submit their expenses within 14 days of incurring the expense. 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. Select Itemize from the lower right corner of the line time. Select your desired Expense Report from the Report Library. 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. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . Request, and click . The report is found when you are in. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. auto-create an expense report from that trip. is pending Financial Unit Approval, you may recall the. 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). Then you can add the other PCard transactions that fall in the statement report date range to the report. g. Click on the Add. Select whichever option works for you. An expense report allows employees to document each business expense, provide a corresponding receipt and get reimbursed from company funds. So, for your example you can select Sent for Payment Date from September 30 to October 31. ThanksThe hotel itinerary item or the e-receipt will show up before the actual card charge, that's why the item you see says Pending Card Transaction. g. The first would be from the expense details at the line item level. , refer to those KBA's. UATP-United Airlines. 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 think the issue is twofold: 1. This allows them to approve the report then choose the next person to approve. The e-receipt information may not contain all line items, usually due to credits or returns. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. See these instructions on handling fraudulent charges in a report on what immediate actions to take and how to create the expense report. Let me know if this works. . To separate two transactions that were combined in error, click in the Payment Type column of the. 0. b. Request, and click . 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. Once you approve it, it goes into a batch. (The fields that appear on this page are defined by your company. Tips will be demonstrated in a live Concur environment via webinar. 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. To manually add an expense to a report: With the report open, click Add Expense > Create New Expense. 100 Mobile release. . If it is determined that two items represent the same transaction, Concur matches (combines) the two items and presents one combined item in the Available Expense section of the system. Simplify expense, travel, and invoice management with SAP Concur. Click each report to review it. Concur Expense . I used a corporate card for the transaction as well. About SAP Concur. If employees create monthly expense reports that match. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. • Expense allocation form: Companies that use the allocation feature define the form that appears whe n a user allocates an expense. Complete all required fields (those with red bars) and the optional fields as directed by your company. Simplify expense reporting and get more visibility into spending. 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). 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. One was 12,500 TRY and the other is just over 3,000 TRY. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. Click Move to and a list of available reports appears. Once you select it, click Save. 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. T&E Card 3. Launch Course. Select the Requests module at the top of the page 3. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. The first would be from the expense details at the line item level. 3 . Report Header. To recall the report: Navigate to the Expense tab at the top of the SAP Concur homepage. To connect or combine expenses: Go into your Charge Report. 2. 0. 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. from an approved travel request 2.