How to combine expense reports in concur. An ExpenseIt entry and a corresponding credit card transaction in an expense report can be matched by clicking on the Combine button. How to combine expense reports in concur

 
 An ExpenseIt entry and a corresponding credit card transaction in an expense report can be matched by clicking on the Combine buttonHow to combine expense reports in concur

One reports has Order Number, Serial number etc. 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. 100 Mobile release. On the Expense screen, click the +. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. Requests, on the Quick Task Bar. You may save it as a PDF, email it, or upload it to the cloud. . - Send again the CC to the report and you will be able to combine it with the Expense. Receipts are required for expenses over $25. 3. g. Supplies. • Company Bill Statement Processor: This role views and updates statement reports in Expense Processor. Once selected, click the Move button. 2. Edit the Report period. 6. On the right side of the screen, add an allocation row for each account combination to be charged. An expense report allows employees to document each business expense, provide a corresponding receipt and get reimbursed from company funds. Click the Combine Expenses button. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. Automate Expense Reports. Concur Expense ensures all of the details—including the amount, date of the transaction, vendor, expense type and location—are accurately captured and. Next, have the user drill into the expense line item. Log in to Concur via Single Sign-On. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. Launch Course. I am with a new company now, and all they have are the canned reports that Concur provides which. Click on the Customize button. The only way company card statements or transactions can come into SAP. Click on the expense to bring up the expense view. View Report Expenses by List or by Detail. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Using the Concur Mobile App. 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. 3. Employees naturally expect any personal funds expended for business to be paid back to them. Android OS: Log into the SAP Concur mobile application. Dec 22, 2022 09:15 AM. Action. Finance. This will create a Statement Report for you. When the Manage Expenses sub-menu appears, click the + Create New. Unable to combine separate expenses for single reservation. create a multi-city Expense Report in the Concur Expense Module. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. On the Details menu in the Expense list of a report, select Allocation. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . is pending Financial Unit Approval, you may recall the. ”. Itemize. This is one way you can "assign" reports to people. Dec 22, 2022 09:15 AM. That way you can follow step by step in your actual expense report. To separate two transactions that were combined in error, click in the Payment Type column of the. " The trip was booked through Concur. Click the Append button. (If on the Legacies UI, Name the two expense line items, and click Combine from the list of options that wishes appear to the right) You ca also combine expenses von your list of Available Expenses before you are added into an expense report. From the SAP Concur home screen, click Expense at the top of the screen. 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. Review or change the information as appropriate. 3) On the Select Report screen, tap the desired expense report. 0 0 27. @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. Please refer to this video to learn more about copying an expense in Concur. . To combine expenses away Available Expenses: From. If the expense report is returned to the employee, then the . 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. On merge conversely combine expenses: Go at your Expense Report. SAP Concur Community. It will give you 4 options, the first two of which are the best IMO. SAP Concur. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. After the batch is closed, the payment will be processed in 3 business days and the ACH will be deposited into the employee’s bank account. 1. 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. The first is "add attendees from Outlook Calendar". Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. On the menu, click Expense > Manage Expenses (on the sub-menu). Hi My hotel cost seperate to two expenses . Aug 9, 2020 03:30 AM. On the landing page of the application, go into Expense Reports. Select Add to Report to claim the card charges to the appropriate Event Expense Report. I find the SAP Concur Mobile App - Feature List by. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). This option would need to be enabled for the. For a short demonstration click Itemizing Expenses (Legacy UI). This web-based service provides the tools you need to request. There are really two main ways this is handled: 1. 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. 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. 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. You won't have the ability to build the queries for them. Complete all required fields and the optional fields as directed by your company. 3. Enter all necessary information for the itemization. The first step was to create your expense report by completing the Report Header in Concur. 3. 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. Intelligence. 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). To create a claim: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Claim. 5. This infographic is for clients on the Standard edition of SAP Concur solutions. You are trying to combine to out of pocket expenses. This report doesn't show the recall button so I am trying to get this returned so I can update. 1. Simplify expense reporting and get more visibility into spending. 00/5. 12 CYN, choosing. Search for then select your bank name. 2022 IDC Report: The Business Value of SAP Concur Solutions. 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. Creating New Reports in Concur Intelligence. 1. 1 Solution. 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. • 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. You’ll see these expenses in your Available Expenses list. 01 USD or which currency is the mismatching for and press Save. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. To combine them manually, select both and click Combine Expenses. An expense report was auto-submitted on the 16th of the month with a corporate credit card expense from the 8th of the month. be deleted by approvers and must be deleted by the user or their. This Quick Reference Guide demonstrates how to itemize an expense in Concur when preparing an expense report. The software update is not user-friendly or has improved the product. This integration reduces the time and effort. Last Updated: 4/25/2016 . In Concur, delegates are able to perform a number of tasks on behalf of another user, including creating new expense reports. Concur Expense. Creating New Reports in Concur Intelligence. Yes, I figured it out. Click the Delete icon next to the Report Name. Select all expenses and click Allocate Selected Expenses. Admin. Skip to Step 7 below. Request, and click . Help says I can combine the charges by using Match (I think) or Combine. I received the Diners Club card statement and the charge appears in the statement. Click the Combine Expenses button. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. 1. 100 Mobile release. Select the two expense string items to be me. b. unable to update business purpose in expense report . Initiating one Expense Merge: on the web download. Attaching Receipts to Expenses Receipts can be added to existing Expenses. 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. If they do, and the credit card expense imports afterwards, there. . At merge alternatively combine expenses: Go into your Effort Report. 0. Get more out of your Concur with tips and tricks for Concur Expense. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. From the left pane, go to the Reports menu. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. - or -. 6. 2. To do so, add a Data Item from the Toolbox and name it Current Date. Read the procedures 1. There are 4 Concept Fields folders in the data warehouse, just so you know. e. , refer to those KBA's. @jessicaholt1983 Thanks for posting in the SAP Concur Community. A global survey of finance and IT leaders found that 42% of companies saw increased employee productivity thanks to automated expense management processes, such as digitising expense receipts and auto-populating expense reports using a mobile app. Click the Create New Report tile. The report is found when you are in. Expense Report Process. 02. Booking travel in Concur (airfare, hotel, car rental) auto-creates an approved • Request. Log into Concur using your Single Sign-On. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . As a Proxy. - Go to expenses and click the cc expense. If employees create monthly expense reports that match. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. Let me know if this works. ; In the pop-up that follows, hover over the expense you want to select as the master expense and click Select. 12 CYN adding an additional transaction negative for -360. 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). Sign your document online in a. Note: Concur imports a maximum of 60 U-M Card transactions at a time. To append additional receipts or documentation to the Expense. Expense splits the combined item into the original two items. If you still have questions after watching the video, let me know. Automated, fast, and accurate expense reporting helps you improve productivity, compliance, and control over spend. Not sure why this alert appears and do. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). 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, on hunch I went into your account and looked at one of your expense reports. Video: Itemizing Hotel/Lodging in a Travel Expense Report in Concur. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. Check the box next to one or more Travel & Entertainment (T&E) Card charges related to the event 4. Log in to the Concur mobile app and select “Receipt. On the landing page of the application, go into Expense Reports. 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. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. User. Report Header. From the Filter Condition field, click the drop down arrow then select Range. You can edit them for this Report, if necessary. 0. 1. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. However, the true beneficiary of expense reports is the business owner. App Centre. Log in to the Concur mobile app and select “Receipt. If these two line items are supposed to be one expense, just delete one of them. Getting Started. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. Submit them on an expense report. KevinD. This will put the the MasterCard charge back in your available expenses. Concur recommends limiting expense reports to less than 100 individual expenses per report. from an approved travel request 2. Expense Reports with P-Card Transactions –You can create an expense report and continue to add P-Card transactions to it throughout the month –You can then submit the report prior to the monthly accounting deadline to allow the expense approver time to review the report –Best practice is to submit reports once or twice a month,Expense queue. Learn more . 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. 2. @LoriAux open the report with the transactions yourself want to go. From the left pane, go to the Reports menu. You may choose to manage your own preferences. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. On the menu, click Expense > Manage Expenses (on the sub-menu). Unable to combine separate expenses for single reservation. . After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. All customary expense entry data fields are filled out, making it easier to complete an expense report and match to credit card feeds (if available via your configuration). 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. March Expense Professional Release notes. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file. I don't think this is quite as complicated as that situation. To merge or combination expenses: Go into your Price Report. 12 CYN,. Select the module from the top of the screen. Browse . Create the expense as usual and click the Itemization tab (instead of Save Expense ). Received this alert with a travel expense report: "This expense has no matching travel reservation. 7. 5. pece of data s actua y for the same expense. Open your expense report and go. You will only be able to delete expense reports or cash advance requests that have not yet been submitted. Apr 7, 2021 09:21 AM. Users have the ability to amalgamate instead Combine Expenses when the two selected expenses exist from different sources. UATP-American Airlines. 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. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. SAP Concur Expense solutions will automatically download the transaction details and will create an expense. For a demonstration of our NextGen UI, click Itemizing Expenses. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. The option to Add Receipt now says View Receipt. 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. Keep your employees safe and connected, allowing you to fulfill duty of care. Once total selected,. 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). 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. ”. Upload a document from your computer or cloud storage. Click 'copy' at the right of the expense lines. August 2021 release. 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. We address the ones who are submitting too many unnecessarily. 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. plies to these SAP Concur solutions: Expense Professional/Premium edition. To add expense. Click the Reservation link (on the expense report) to view the reservation on the Expense Source page. All depends on your instructions to your employees and what information you have in your card feeds. 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. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. 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. Concur Expense ensures all of the details—including the amount, date of the transaction, vendor, expense type and location—are accurately captured and matched to the expense entry. 2) Tap Move. The permission is for what some term as Back Office approval of the expense report. Shouldn't she be able to combine in this scenario? Both entries were even added to an expense report. Note: Concur imports a maximum of 60 U-M Card transactions at a time. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. For example, an e-receipt line item bottle be merged with a credit select operation. Enter a Report Name (whatever you want to call it so that the Report will be easily identifiable to you). As a reminder, all travel by University employees which includes. At a certain. We do encourage them to add multiple expenses to each report. However, the true beneficiary of expense reports is the business owner. The screenshot below shows an example from one of my demo sites. Log into Concur using your Single Sign-On. Through our global network of travel partners, travel managers can get a full view of spending, make life easier for travelers, and optimize. Concur Expense: How can I merge two expenses stylish concur; Options. Using Expense Pay. 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. I can't find a way to combine all three expenses. If I select all three, "Combine Expenses" is greyed out. Create an Expense Report for Travel Booked in Concur . The first step was to create your expense report by completing the Report Header in Concur. Concur Expense does not have the capability of creating reports by statement period, it only creates by Month or by Trip. In the Filter section, tick the box for Distribution Account. T&E Card 3. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. When I go to Expense ->Process Reports -> Print Detailed Report (Or any other kind of report) The system shows me an expense report which I can export to PDF or print. In this session, you will learn time-saving tips for working with Concur Expense. @elliobc me again. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. Go into the SAP Concur Mobile app and click Expense at the bottom of the app home screen. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. 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. 2. Open your expense report and go into the expense entry to which you need to attach multiple receipts. •2. If there are more than 60, repeat steps 1-2. If it is, then the user must add the company card charge to the same report, then the items will match. Oct 6, 2023 Knowledge. @EdwinaM you cannot combine entries that have the same payment type, so what you experienced is by design. For a demonstration of our NextGen UI, click Itemizing Expenses. Select every line item you wish to move by using the little checkbox. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. Report Header. I imported both charges into my expense report. 1 - Transactions 360. A dynamic ecosystem of more than 150 partner applications and services designed to help manage compliance, spend, and the traveller experience. From the Manage Expenses. This only happens if the Pending Item is not already on an expense report. 1. Printing receipts in order of the expense report. Jun 16, 2022. Center for Workplace Development 1 . 3 . Click Itemize or Nightly Lodging Expenses. 2. . Yes, I figured it out. 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. 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. One of is users has tried combining a credit card expense (with not receipt attached) on an expense built by ExpenseIt (with ampere receipt attached) and the combine option does not appear. From adding all expense report details and receipts to submitting, reviewing for accuracy and. At the top of the expense details they should see an option that says View Receipts. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. Contact us today. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. In order to browse up-to-date content, please go back to the main page of openSAP Microlearning. Click on the Expense Report you want to add a receipt to or Create a New Report. 100 Mobile release. ”. Log in to Concur via Single Sign-On. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. 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 . You cannot actually assign reports to specific processors. Using Concur Expense, you can view a list of any unassigned company card transactions and assign them to a new or existing expense report. • Allocation sepa rator: This symbol separates. I kn. Thanks, GregWhen I try to combine the two expense items, system prompts me that the expenses cannot be combined. 3. If you see Reporting, mouse over and let me know what you see. 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. 100 Mobile release. The converted pdf can be attached as a receipt at the header level of the expense report, which can be a single receipt for multiple lines. This process is the same as viewing, editing, and deleting personal expense reports or cash advance requests. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. is that all expenses where added to concur, and also several (if not: all) transactions where added as well. I've provided a screenshot of how to delete a report. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). Repeat until the Remaining Amount is $0. this demo of Concur Expen. Return to Expenses to view the Expense with the newly attached receipt and attach it to an Expense Report at any time. Just make it a one day stay. On the expense report page, the Available Expenses section appears,. The files batched out of the payment manager could be considered some form of an archive, as it will contain the data of who was paid out what amounts, from where the expenses came (vendor, report name, date, etc. statement reports default approver as specified on the User Administration page, not the expense report default approver nor the (Expense) default approver 2. 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. (Below) Another option is to delete one of the two reports you need to combine. By going to the expense report, if you have ONLY one expense line which should go to a specific different project, depending how it. from an approved travel request 2. To unite with combine spending: Go into your Expense Report. Because it depends on your company policy. Gain visibility to make. Select the couple cost line items to be me.