Unable to combine separate expenses for single reservation. If I select all three, "Combine Expenses" is greyed out. If the Append button does not appear, click Save Expense and reopen the Expense Item. Up merge or combine expenses: Walk into your Expense Report. SAP Concur Expense solutions will automatically download the transaction details and will create an expense. (Instructions for installing the app are at the end of this email. Simplify expense reporting and get more visibility into spending. 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. Repeat until the Remaining Amount is $0. 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. Expenses are added as part of the Concur report process (Concur Expense: Creating a New Expense Report). • Users can access and print e-receipts at any time from within Expense. How will the system know which one to use?To create an expense report using Android: Open the SAP Concur mobile app. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. Selecting the two expenses line items to be me. If you still have questions after watching the video, let me know. 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. I kn. About SAP Concur. Identify the applicable . 8. 0. 3. Automatically audit 100% of expense reports for fraud and compliance issues. For example, an e-receipt line item can be merged with a credit card exchange. I imported both charges into my expense report. (Below) Another option is to delete one of the two reports you need to combine. Concur Expense . Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. From within an open expense report, select the expense. SAP Concur Community Manager. Expense . How Concur identifies and combines expenses in a report. 1 Solution. Click the Delete button. To "fix" this mismatch go on the expense itemized, and in one of the line you add a 0. The permission gives the user access. When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. Submit them on an expense report. . 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. Select the two expense line items to be me. Log in to Concur via Single Sign-On. To merge: Go to Expenses on the left sidebar. . If it is, then the user must add the company card charge to the same report, then the items will match. Single hotel charge split into two expenses. I kn. From the Filter Condition field, click the drop down arrow then select Range. Complete all required fields and the optional fields as directed by your company. When it does, it should match up to the Pending Card Transaction item. 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 . Then check the boxes further to the expenses. So, for your example you can select Sent for Payment Date from September 30 to October 31. Admin. If an employee uploads a receipt, and the credit card expense hasn't been imported yet, the employee should not submit the report the receipt is on quite yet. this demo of Concur Expen. It will give you 4 options, the first two of which are the best IMO. At the top of the expense details they should see an option that says View Receipts. 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. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. The option to Add Receipt now says View Receipt. g. Click Expense at the top of the screen. I don't think this is quite as complicated as that situation. unable to update business purpose in expense report . It's a customizing? Thanks. The only way company card statements or transactions can come into SAP. Concur. But there is no Match button or Combine button. I am with a new company now, and all they have are the canned reports that. Yes, I figured it out. 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. Enter Transaction Detail by Account in the search box. Best regards. ME kn. At a certain. Expense splits the combined item into the original two items. When the new expense opens, click. That should hopefully do the trick. You won't have the ability to build the queries for them. Get started with first creating your expense report on your desktop or mobile device. UATP-Delta Airlines. 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. g. The first image (Receipt) were uploaded with the Receipt feature. Effective January 1, 2021, if non-employee airfare was booked through CBT or Concur, the airfare expense needs to be reconciled as part of the non-employee expense report. Concur Expense ensures all of the details—including the amount, date of the transaction, vendor, expense type and location—are accurately captured and. 1. If you’re merging an expense, created from a credit card feed and a manually. 1. 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. Click Create Itemization. -. Creating New Reports in Concur Intelligence. 3. 12 CYN adding an additional transaction negative for -360. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. 3. I've provided a screenshot of how to delete a report. This course is intended for advanced Concur users who are interested in ways to make their expense reporting activities more efficient. Report Number in Concur Expense Accounting Extracts . The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. The expense user logs in, creates an expense report and fills out header information. Tip: For easy access to Concur, favorite the “Expense. Home; Home; Forums. 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. Includes cost object information and expense report type. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. 12 CYN, choosing. Please perform the keep: - Drive the CC expense from you report to expenses. 00/5. Regardless, the travel allowance wizard and menu appear only if you meet the. Then click "Create" to create an expense report OR use the Coupa app on your phone. 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). Getting Started. Submit them on an expense report. To start an Expense Report click . We address the ones who are submitting too many unnecessarily. Non Reimbursable/ Personal. SAP Concur uses the Pending Card Transaction payment type, regardless of whether the admin has activated this payment type for the group. For more information about viewing, editing, or deleting expense reports, refer to the Expense Reports section of Expense. 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. Aug 6th, 2022. I'm not sure why SAP Concur didn't match the two together automatically. Request, and click . 100 Mobile release. Click Move to. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. Learn recommended best practices and helpful hints to improve your Concur experience while building expense reports. Mileage. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. Yes, I figured it out. Expense splits the combined item into the original two items. On the Details menu in the Expense list of a report, select Allocation. At this point. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. Review, Approve & Audit. The page refreshes, displaying the required and optional fields for the selected expense type. 3K. 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. We do encourage them to add multiple expenses to each report. Employees naturally expect any personal funds expended for business to be paid back to them. 🙂. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. 1 - Transactions 360. Add an item from your Available Expenses library (for example, card charge, e-receipt) to your report. From the left pane, go to the Reports menu. By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. Check the box next to your desired transaction to select it. [Reference: SAP Concur User Guide – Signing In] On the home page, there. I am new to Concur, and having a bit of an issue trying to resolve this or figure it out. The app will present your phone’s camera to take a photo or click on “+ Expense. For example, in e-receipt line thing can to merged using ampere credit card transaction. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. From within an open expense report, select the expense. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. 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. The expense user logs in, creates an expense report and fills out header information. An automated solution can help streamline these tasks. When creating Expense Reports in Concur, it is essential to link your approved Travel Request to your Expense Reports. If there are more than 60, repeat steps 1-2. Bottom Line: Concur Expense is part of SAP Concur’s suite of expense and travel management apps that are best suited for midsize businesses. 3) On the Select Report screen, tap the desired expense report. a. 1 - Transactions 360. Delete the report. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. 3b If applicable, mark any . Go into the SAP Concur Mobile app and click Expense at the bottom of the app home screen. Have your company card administrator "hide" them from your view. Log in to Concur via Single Sign-On. The SAP Concur app is a simple, secure tool that allows users to manage travel, expenses, and invoicing from their iOS or Android mobile devices. Keep your employees safe and connected, allowing you to fulfill duty of care. Not sure why this alert appears and do. 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). 2. This resource is also available for download on the Concur page of the Travel Services website. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). As a reminder, all travel by University employees which includes. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. 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. Aug 9, 2022 01:50 PM @LoriAux open the report with the transactions yourself want to go. 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. 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. Please perform the keep: - Drive the CC expense from you report to expenses. 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. View Report Expenses by List or by Detail. Click on the expense to bring up the expense view. Contact us today. You are trying to combine to out of pocket expenses. So we have to manually upload the same invoice for 100+ expenses and explain it. The Select receipt from menu appers. ; Mark the expenses you want to merge (only two). This only happens if the Pending Item is not already on an expense report. The University of Delaware will launch a new Travel & Expense Management program to all University employees in 2019. The page refreshes, displaying the required and optional fields for the selected expense type. Add the associated out-of-pocket expenses, attach the imported. Creating a Travel Expense Report. On the menu, click Expense > Manage Expenses (on the sub-menu). Select the module from the top of the screen. Select a transaction, then click the Move button and select To New Report. Click on the Add. Thanks Angela. Includes cost object information and expense report type. 5. On the Expense screen, click the +. 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. Other reports has Only Order number. 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. Under Expense Settings, Select Expense Credit Cards. (The fields that appear on this page are. I think the issue is twofold: 1. Expense. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. On the expense report page, select Details > New Itinerary. . After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. guidebook for using Concur. Method 1: To start from Concur Requests:. Unions are great for taking two data sets that have the same. You’ll see these expenses in your Available Expenses list. You will be taken to the Concur home page. To combine expenses away Available Expenses: From. I received two charges from a hotel (a deposit and the actual charges). The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. 100 Mobile release. This integration reduces the time and effort. . Used example, at e-receipt row item can be merged with a credit card deal. The system isn't designed to do that. A menu appears. 00 Other Room Tax 1 2. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. To merge or combine expenses: Go into your Expense Report. How Concur identifies and combines expenses in a report. Note: The Amazon Business Integration establishes the connection for your entire organization. This infographic is for clients on the Standard edition of SAP Concur solutions. When I started working at my previous employer, they already had a ton of ad hoc Concur reports, and I used to frequently copy these reports to My Folder in Concur to modify them and create new reports. Combine expense and invoice data from your SAP Concur solutions and Xero in just one click. This site uses cookies and related technologies, as described in our privacy statement, for purposes that may include site operation, analytics, enhanced user experience, or advertising. User. How ca i merge them together ? acted did see any merge menu when i choose these two. If you are on the SAP Concur Expense Legacy UI, the Recall. Sign into SAP Concur to access your home page. 1: To begin, first select the expense you would like to itemize. You can select multiple expenses to allocate all of them to the same chart string if desired. Unfortunately in my case, I don't have a receipt attached and transaction is not pending as well. 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. Report: Expense Reports By Country. workflow can combine one or more standard Expense approvers and one or more authorized approvers. Sign into SAP Concur to access your home page. That way you can follow step by step in your actual expense report. The first step was to create your expense report by completing the Report Header in Concur. Received this alert with a travel expense report: "This expense has no matching travel reservation. Any line with a payment type of “ Cash” in the Available. All they need to do is choose the Managing Director. This process is the same as viewing, editing, and deleting personal expense reports or cash advance requests. I'm assuming they have already attached one receipt to the line item in question. 3. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. After you click it a date field will pop up. 1 - Transactions 360. Note: Concur imports a maximum of 60 U-M Card transactions at a time. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. Have your company card administrator "hide" them from your view. So, depending on your role at your company, there is a good chance that you would not be allowed to have this permission. To view a linked travel reservation: 1. P. Once total selected,. Select the module from the top of the screen. For a short demonstration click Itemizing Expenses (Legacy UI). 3. @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. Creating a Travel Expense Report. (Below) Another option is to delete one of the two reports you need to combine. expense report without adding a receipt image to the car rental expense entry, asApp Center Brochure: Amazon Business Integration. Using Expense Pay. In some rare cases, our customers allow their employees to delete card transactions, but I would say from my experience, only about 10% or less of customers allow this. You will only be able to delete expense reports or cash advance requests that have not yet been submitted. Click the checkbox next to the two. under the . To combining or combination expenses: Go with your Expense Report. To do so, add a Data Item from the Toolbox and name it Current Date. The first type is what we call an Expense Approver. @EdwinaM you cannot combine entries that have the same payment type, so what you experienced is by design. For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. 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. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. Hope this helps. pece of data s actua y for the same expense. 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. I can't find a way to combine all three expenses. The employee can also return cash “manually” to the Cash. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. Android OS: Log into the SAP Concur mobile application. I imported both charges into my expense report. Employees naturally expect any personal funds expended for business to be paid back to them. 3. If the expense report is returned to the employee, then the . Delegate. Open your expense report and go into the expense entry to which you need to attach multiple receipts. When the Manage Expenses sub-menu appears, click the + Create New. 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. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then. On the Expense Source page, click Separate (bottom of the window). • Allocation view print format:Companies that use the allocation feature can allow users to see a summary of all allocations on an expense report. Note: Concur imports a maximum of 60 U-M Card transactions at a time. Concur Expense: How can I merge two expenses stylish concur; Options. The Available Expenses section is located in the middle of the Manage Expenses page, as well as on the Concur landing page: The table for available expenses is at the bottom of the expenses page. forms signed. See these instructions on handling fraudulent charges in a report on what immediate actions to take and how to create the expense report. Select whichever option works for you. Use this video demonstration to learn how to itemize hotel and/or lodging on a Travel Expense Report in Concur. Each reservation in the tra vel booking trip will create a corresponding entry on the expense report. 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. You can choose from the following: a) In the top menu, click on Expense. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. create a Travel, Entertainment, and Reimbursement Expense Report in the Concur Expense Module. In Concur, click the Expense tab. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. We turn the difficult into simple, make the unknown known, and put an end to tedious tasks. An ExpenseIt entry and a corresponding credit card transaction in an expense report can be matched by clicking on the Combine button. Step 1: Create Connection in SAP Analytics Cloud with SAP Concur. SAP Concur Expense solutions will automatically download the transaction details and will create an expense. Unable to combine separate expenses for single reservation. On the expense report page, the Available Expenses section appears, including all the Travel itinerary items, e-receipts, and any imported corporate card transactions. Enter all necessary information for the itemization. Thanks. With the report open, you will see an orange Approve button. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. Click the Combine Expenses button. The total comes out to the exact amount paid for the hotel nights + taxes as shown on our receipt, but there is no way for me to itemize the charges to perfectly. If a user activates Expense. 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. 6. Method 1: To start from Concur Requests:. I find the SAP Concur Mobile App - Feature List by. Select the approved Travel Request, and click on the Create Expense Report button on the upper right corner; this action will populate CoA information from the Travel Request to the Travel Expense The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. There are 4 Concept Fields folders in the data warehouse, just so you know. Click Move to and a list of available reports appears. Aug 9, 2022 01:50 PM. 2. On the Expense Source page, click Separate (bottom of the window). create a multi-city Expense Report in the Concur Expense Module. 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. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. UATP-Southwest Airlines. 2) Tap Move. A dynamic ecosystem of more than 150 partner applications and services designed to help manage compliance, spend, and the traveller experience. • Expense allocation form: Companies that use the allocation feature define the form that appears whe n a user allocates an expense. 00 Room Tax 23. Concur How-to: Adding Lodging to Expense Reports [1] In Concur, you need to itemize employee lodging expenses, meaning you need to break out the individual costs of each night’s stay. It will give you a list of all claims you have created. If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. Dec 12, 2022 03:46 PM. Jun 5, 2018 02:45 PM. Select the drop-down icon to choose the two expense accounts only. Using the Concur Mobile App. If the items are not a match pease click Decline Match. Click the Add Expense button or select the existing expense. The Concur Expense video series provides a step-by-step demonstration with quick and simple tips to support and optimize your expense management solution. 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 . As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. . Enable SSO in Test Environment . When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. On the landing page of the application, go into Expense Reports. - 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 . This guide provides instructions on how to create an expense. After reviewing your expenses and attaching your receipts, click Submit Report to submit your report for approval: Accept & Continue the certification statement: The report is submitted, and its status is listed in the Active Reports list. The first would be from the expense details at the line item level.