option from dropdown menu to verify the travel dates and funding details are accurate • Expense reports on C&G funds 201 and 209 will need to have the following fields: o. Reports. 3. In order to browse up-to-date content, please go back to the main page of openSAP Microlearning. Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. Click the Create New Claim tile. When the company card charge comes in, it will match to the Pending ExpenseIt item. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. This guide provides instructions on how to create an expense. Users have the ability to merge or Amalgamate Expenses when the two selected spending are from different sources. 00 if purchased using the UConn travel card. Users have the ability to merge or Combine Expenses when the double chosen expenses are from different sources. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). Click Upload Receipt Image to search and select the image from your files to append. To add expense. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. Hi guys! In order for the receipts to merge with the credit card expenses, please make sure that both expenses remain unsubmitted. Click Save Itemization. - Separate and delete the "fake" expense. Once you select it, click Save. Repeat until the Remaining Amount is $0. Sign into SAP Concur to access your home page. Open your expense report and go into the expense entry to which you need to attach multiple receipts. When reading the Expense v4 API details on. 01. Includes cost object information and expense report type. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. Just make it a one day stay. Select the Requests module at the top of the page 3. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. button to recall it and make edits. If the Pending Card Transaction item is not yet added to an expense report, the system should match the corporate card. Sort the Expense List. Click on that and it should show you what itinerary is assigned. 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. On the landing page of the application, go into Expense Reports. The IT help desk where I work hasn't got very far with solving this so I was wondering if anyone here could help. This integration reduces the time and effort. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). Initiating one Expense Merge: on the web download. . Using Expense Pay. Create an Expense Report for Travel Booked in Concur . That way you can follow step by step in your actual expense report. User. From the SAP Concur home screen, click Expense at the top of the screen. Log in to Concur via Single Sign-On. by LovelyAsmolo in Concur Expense Saturday . Best regards. - You will see that there is and expense already combined. Travel Start Time: time leave official headquarters or your. To move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. You’ll see these expenses in your Available Expenses list. For a demonstration of our NextGen UI, click Itemizing Expenses. 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. Click the checkbox next to the two. • Can run for… Range of Time Specific employees Specific expense types Trip/Report types Creating a New Expense Report . never be pulled into a report without the transaction. 40 Other Room Tax 2 [2 Combine room rate and taxes into a single entry Additional Charges (each night) nse T Choose an expense type Expense Type Choose an expense type Amount So we have to manually upload the same invoice for 100+ expenses and explain it. For example, an e-receipt line item can be merged by an credit board transaction. How Do I Create/Update New User Shapes Using. I'm not sure why SAP Concur didn't match the two together automatically. Solved: Dear, Currently I have an expense (Hotel) in my report which gives an " This expense cannot be submitted until it is matched to an. Then you can add the other PCard transactions that fall in the statement report date range to the report. Additionally, large reports may become challenging for approvers to thoroughly review. The first would be from the expense details at the line item level. 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). We would like to show you a description here but the site won’t allow us. 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 . 3 ConcurGov Federal Traveler Manual Click the Personal Information link: Personal information section - verify that the first, middle, and last names are identical to those on the photo identification being presented at the airport. The Nightly Lodging Expenses Tab will appear. Unions are great for taking two data sets that have the same. a. This web-based service provides the tools you need to request and book travel, as well as create, and submit expense reports. Launch Course. There are 4 Concept Fields folders in the data warehouse, just so you know. Click the radio button for the From date. Click Save. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. When it does, it should match up to the Pending Card Transaction item. Click on the Add Receipt icon. Using Concur Expense, you can view a list of any unassigned company card transactions and assign them to a new or existing expense report. Concur Expense; Concur Invoice; Align Trip; Additional Products; General;. (Instructions for installing the app are at the end of this email. 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. I can't find a way to combine all three expenses. View the Expense Details. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright. You can select Append on a previously used receipt or document, if displayed. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. Aug 1, 2018 04:19 PM. The rule conditions would depend on what information is being included in the emails sent out for your Concur setup. The screenshot below shows an example from one of my demo sites. SAP Concur is committed to reinventing travel, expense, and invoice management with tools that simplify everyday processes and create better experiences. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. August 2021 release. ) Click Create Report. Select Itemize from the lower right corner of the line time. ”. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. 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. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. Select the two expense line items to be me. Any line with a payment type of “ Cash” in the Available. Delete the report. Log into Concur using your Single Sign-On. Objective . Single hotel charge split into two expenses. Last Revised: August 25, 2023. Click the Append button. The e-receipt information may not contain all line items, usually due to credits or returns. For the data you are looking for including Account Numbers, that is usually data. Aug 9, 2020 03:30 AM. At merge alternatively combine expenses: Go into your Effort Report. The Amazon Business Integration for Concur Expense eliminates the need to import receipts from Amazon Business by allowing receipts to directly flow into an employee’s available expenses from their Amazon Business purchase. Above the details of the expense you will see an option to Add Receipt, click this. A pop-up will appear containing two tabs, one for Available Expenses, the other to Create New Expense: Available Expenses holds University card transactions. Have your company card administrator "hide" them from your view. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. This course is intended for advanced Concur users who are interested in ways to make their expense reporting activities more efficient. From the drop down, choose the best option for past reports. . Please refer to this video to learn more about copying an expense in Concur. I can't find a way to combine all three expenses. Received this alert with a travel expense report: "This expense has no matching travel reservation. 2. Jun 26, 2023 01:08 PM. 12 CYN adding an additional transaction negative for -360. For example, and e-receipt line single can must merged with a credit cards transaction. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. The expense should be than not showing you any warnings. This means you can run reports that others have created. In addition, the administrator has many more options with. Have the user open their expense report on the app. You can choose from the following: a) In the top menu, click on Expense. Oct 6, 2022 01:21 PM. 0 6 1. yesterday. To see if they do, click Expense at the top of the SAP Concur home screen. (The fields that appear on this page are defined by your company. This only happens if the Pending Item is not already on an expense report. • An expense report is submitted after the trip to post expenses to accounts • If the employee is out of pocket for any expenses this will generate a reimbursement payment. On the Concur home page, select Expense. The permission gives the user access. Launch Course. Once selected Click Allocate. A majority of customers I have worked with require each day's worth of mileage as separate line items on the. The permission is for what some term as Back Office approval of the expense report. Once you approve it, it goes into a batch. 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. Have the user open their expense report on the app. Click the Delete button. 12 CYN adding an additional transaction negative for -360. Automatically audit 100% of expense reports for fraud and compliance issues. Concur ExpenseThe term e-receipts refers to data sent to Concur through the SAP Concur Connect Program. 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. Requests, on the Quick Task Bar. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. Log in to Concur via Single Sign-On. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. Today, we’re pleased to announce a new Amazon Business Integration for Concur Expense. You are trying to combine to out of pocket expenses. Click the Combine Expenses button. That should hopefully do the trick. Concur Expense: Workflow. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation. Aug 8, 2022 03:10 PM. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. 03. 3. Includes cost object information and expense report type. 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. 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. A dynamic ecosystem of more than 150 partner applications and services designed to help manage compliance, spend, and the traveller experience. On the Expense Source page, click Separate (bottom of the window). Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. 1. U-M uses the Concur Expense Tool, accessible through Wolverine Access, for employee business expense reconciliation, including both PCard and out-of-pocket expenses. How will the system know which one to use?To create an expense report using Android: Open the SAP Concur mobile app. If what I described is not available, then from your report, select all the line items. Manager of the employee. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. Select the drop-down icon to choose the two expense accounts only. @elliobc me again. Choice the two expense line items to be me. The system isn't designed to do that. I imported both charges into my expense report. 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 . Travel & Entertainment Card FAQs. I used a corporate card for the transaction as well. Scroll down to the Available Expenses section and click the little check box next to the item. Then check the boxes further to the expenses. For importing expenses, there are many ways and depends on the payment method. Since assigned and unassigned transactions have many of the same data elements (transaction date, vendor, amount, etc) using a join would cause the data in the report to be out of alignment. - or - On the menu, click. 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. 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. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. Reports. On the expense report page, select Details > New Itinerary. g. Click on the Expense Report you want to add a receipt to or Create a New Report. 00. From the left pane, go to the Reports menu. 2. Then each of those National Directors can use the Approve & Forward option. • Can run for… Range of Time Specific employees Specific expense types Trip/Report typesCreating a New 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. Sign into SAP Concur to access your home page. 12 CYN, choosing. under the . Add New Connection. under the . If the Expense Report is not pending approval or is already approved, you will be able to edit the Expense Report. On the Expense screen, click the +. Skip to Step 7 below. 5. To merge or combine expenses: Go into your Expense Report. @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. From the Manage Expenses screen, scroll down to the Available Expenses section. Concur Expense: Company Card Setup Guide for Standard Edition . UATP-United Airlines. Concur. Combine Expenses If you see the credit card expense in one line and a cash e-receipt in another, you should combine these lines to- Move the CC expense from you report to expenses. Click the Run Query button, then select Reports Ready for Processing. Thank you, Kevin Dorsey. 4. The software update is not user-friendly or has improved the product. The Report Library View displays Active Expense Reports. You can combine a cash or pending card transaction item to a. (The fields that appear on this page are defined by your company. Select Available Expenses to locate the University Card transactions, i. Help says I can combine the charges by using Match (I think) or Combine. Once total selected,. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. . However, the true beneficiary of expense reports is the business owner. 2. Concur Expense ensures all of the details—including the amount, date of the transaction, vendor, expense type and location—are accurately captured and. To start an Expense Report click . On the expense report page, the Available Expenses section appears,. 1 - Transactions 360. Employee Reimbursement System. o Enter Duty Station and Residence City, and Residence State if not populated. Amount. The allowable amount is calculated on a daily basis and is not aggregated over the entire period of the trip. Select every line item you wish to move by using the little checkbox. If a match is. An expense report allows employees to document each business expense, provide a corresponding receipt and get reimbursed from company funds. 12 CYN,. The answer is yes. There are two methods to link approved Travel Requests to Expense Reports as. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. To merge: Go to Expenses on the left sidebar. e. We have our employees to submit their expenses within 14 days of incurring the expense. Log into Concur using your Single Sign-On. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. Eligible expenses meet all the following criteria: • The expense is from an itinerary, an e-receipt, or ExpenseIt. 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. statement reports default approver as specified on the User Administration page, not the expense report default approver nor the (Expense) default approver 2. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. Step 1: Create Connection in SAP Analytics Cloud with SAP Concur. When I log onto SAP Concur the only tabs that I see at the top is 'Travel' and 'App Centre'. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. 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. Open your expense report and go. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. - You will see that there is and expense already combined. 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. When the company card charge comes in, it will match to the Pending ExpenseIt item. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. 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. 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. To get around it, i have to delete the pending charge from the expense report, then separate the receipt from the pending charge and re-add the pending charge to the report and then combine. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. Concur TripLink connects trips, travelers, and itineraries across channels to enhance and simplify the entire travel experience. We address the ones who are submitting too many unnecessarily. 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. Android OS: Log into the SAP Concur mobile application. Keep your employees safe and connected, allowing you to fulfill duty of care. Method 1: To start from Concur Requests:. 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. If you still have questions after watching the video, let me know. Manage travel and expenses anywhere, anytime with Concur's Mobile App for iPhone®, iPad®, Android™ and BlackBerry®. workflow can combine one or more standard Expense approvers and one or more authorized approvers. 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. How to combine expenses in Concur Mobile? by AASM in Concur Expense Friday . Ensure that there are no receipt images attached to the selected expense line items. This is one way you can "assign" reports to people. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. Enter values in the corresponding fields . Aug 1, 2018 04:19 PM. Concur will create another expense line with the same information, with one day added to the date. Skip to Step 7 below. The first step was to create your expense report by completing the Report Header in Concur. Click Add. I've provided a screenshot of how to delete a report. This will open the allocate window. The only way company card statements or transactions can come into SAP. SAP Concur solutions help you simplify your company expense process and make life easier for employees. View the Expenses in. 2. 2: Select the tab to . 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. Travel Start Time: time leave official headquarters or your. UATP-Delta Airlines. Select the two expense limit items to can me. • 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. ii) Copy a previously submitted expense claim. How to move an Upcoming Trips out of an Expense Report and back into the Upcoming Trips By accident I click on create an Expense Report for a travel itinerary and need to place it back into the Upcoming Trips window. Concur Creating Expense Reports as a Delegate . That should hopefully do the trick. Users have this ability to merge or Combine Expenses when the two selected expenses are from varying sources. If there are more than 60, repeat steps 1-2. Select the module from the top of the screen. Please perform the keep: - Drive the CC expense from you report to expenses. If the user saves and re-enters the expense report, the user can click Add Expenses One great way to differentiate between them is a Union adds rows, while a Join adds columns. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. 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 have a hotel stay and for some reason it charged the card in two transactions. Request, and click . I selected the two expenses on the left side of my expense report. 00 out of pocket or over $50. I selected the two expenses on the left side of my expense report. Simplify expense reporting and get more visibility into spending. Combine expense and invoice data from your SAP Concur solutions and Xero in just one click. The app will present your phone’s camera to take a photo or click on “+ Expense. On the Report Header screen, enter a name for your report using the naming convention recommended by your company. 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. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. One reports has Order Number, Serial number etc. To merge or create expenses: Go into you Expense Report. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. It intention give to of option to movement to new news or to a current view. Hello. 00. 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. Employees naturally expect any personal funds expended for business to be paid back to them. 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. 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. ; Upload and Attach a Receipt to an Expense Line. Read the User Agreement. Report Number in Concur Expense Accounting Extracts . To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge .