Select the couple cost line items to be me. By going to the expense report, if you have ONLY one expense line which should go to a specific different project, depending how it. I kn. This web-based service provides the tools you need to request. 7. Click Create Itemization. Oxford Economics US Fact Sheet: Empowering Your People. We do encourage them to add multiple expenses to each report. Shouldn't she been able to connect in this scenario? Both entries were already added to an expense report. 00/5. 🙂Travel & Expense System from the bank also need to be included in your expense report. Regardless, the travel allowance wizard and menu appear only if you meet the. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. Select the Requests module at the top of the page. To filter the results, select an option in the View list: To view the expense source (s), click anywhere in the row – other than the check box or. Use the Expense Type Lodging Deposit (Checkout Credit) and enter the deposit as a negative amount. Each meal expense is added to a Concur expense report under the expense type of Individual actual Meals. We would like to show you a description here but the site won’t allow us. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. 2. Oct 6, 2022 01:21 PM. Check the box next to your desired transaction to select it. For exemplar, an e-receipt line item can become merge with a credits card transaction. From an open expense report, click the Hotel line item. Enter all necessary information for the itemization. 12 CYN adding an additional transaction negative for -360. Skip to Step 7 below. This allows them to approve the report then choose the next person to approve. Eligible expenses meet all the following criteria: • The expense is from an itinerary, an e-receipt, or ExpenseIt. To connect or combine expenses: Go into your Charge Report. If there is no receipt already attached to the expense, click on 'Show Receipt' on the top right. Unable to combine separate expenses for single reservation. Click the desired expense type. b. On the menu, click Expense > Manage Expenses (on the sub-menu). To separate two transactions that were combined in error, click in the Payment Type column of the combined item. 3. A pop-up will appear containing two tabs, one for Available Expenses, the other to Create New Expense: Available Expenses holds University card transactions. We have some customers who might allow their employees to submit one single mileage expense for the month, however this is not very common or what I would consider best practice. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. Another option is through the Concur app. 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. Select the Requests module at the top of the page 3. Select the drop-down icon to choose the two expense accounts only. ”. Help says I can combine the charges by using Match (I think) or Combine. ; In the pop-up that follows, hover over the expense you want to select as the master expense and click Select. First time using Concur. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. This guide will demonstrate how to recall, edit and delete Concur. 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. Concur Expense: Workflow. Enter the Check-out date. . 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. Initiating one Expense Merge: on the web download. Users have the ability go merge or Combine Expenses when one two selected expenses are from different sources. 1 - Transactions 360. As a Proxy. You can select Append on a previously used receipt or document, if displayed. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. We address the ones who are submitting too many unnecessarily. From the Concur homepage, click Expenses near the top of the page. 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. 1. Click the Delete button. Simplify expense, travel, and invoice management with SAP Concur. Home; Home; Forums. Once you select it, click Save. Add the associated out-of-pocket expenses, attach the imported. 0. For example, an e-receipt line item can be merged by an credit board transaction. In response to jonwarr. Single hotel charge split into two expenses. 3K. If it is, then the user must add the company card charge to the same report, then the items will match. Click the Append button. Reports. . - or -. 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. this demo of Concur Expen. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. This occurs when the user moves an Available Expense to their expense report. 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. 5. Concur Expense ensures all of the details—including the amount, date of the transaction, vendor, expense type and location—are accurately captured and. 0 0 27. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. After you click it a date field will pop up. Select the Requests module at the top of the page 3. Click the Add Expense button or select the existing expense. •2. So, depending on your role at your company, there is a good chance that you would not be allowed to have this permission. We would like to show you a description here but the site won’t allow us. The rule conditions would depend on what information is being included in the emails sent out for your Concur setup. A majority of customers I have worked with require each day's worth of mileage as separate line items on the. Please try and let me know how it goes. Feb 1, 2021 11:43 AM. If you log into SAP Concur, look at the top of the home screen for an option that says Reporting. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. For example, an e-receipt line item can be merged with one financial card real. Expense Assistant automates the expense reporting process by creating reports for you and adding calendar-based, trip-based or corporate card expenses to the reports. Amount. If the Expense Report is not pending approval or is already approved, you will be able to edit the 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. The e-receipt information may not contain all line items, usually due to credits or returns. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. • Expense reports should be submitted within 30 days of theCommunity Manager. 100 Mobile release. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. Action. You’ll see these expenses in your Available Expenses list. This will put the the MasterCard charge back in your available expenses. I am new to Concur, and having a bit of an issue trying to resolve this or figure it out. P. 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. Identify the applicable . Users need the ability to merge or Combine Expenses when the two selected expenses are from different sources. You can combine a cash or pending card transaction item to a. For example, an e-receipt line item can be fused with a credit card store. Travel Start Time: time leave official headquarters or your. 3. never be pulled into a report without the transaction. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. Verify the imported expense (s) appear in the Expenses list. In the Expression Definition type “current_date” but without the quotation marks. Creating a New Expense Report . create a multi-city Expense Report in the Concur Expense Module. 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. Supplies. under the . Expense Report Process. Eventually, the employee must create one or more expense reports (depending on configuration) to account for the cash. 3. The basic steps to complete an expense claim are: Create the claim and provide the claim-level information (such as the expense claim name, purpose of the claim and so on). Select all expenses and click Allocate Selected Expenses. If you still have questions after watching the video, let me know. 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. 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. release note in the. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. 00 out of pocket or over $50. Combine expense and invoice data from your SAP Concur solutions and Xero in just one click. Select the two expense string items to be me. 2. 2022_01. To add a Business or Personal credit card to your profile, follow these steps: Log into SAP Concur and navigate to Profile > Profile Settings. Step 1: Create Connection in SAP Analytics Cloud with SAP Concur. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. Click on the expense to bring up the expense view. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. For a short demonstration click Itemizing Expenses (Legacy UI). Includes cost object information and expense report type. To combining or combination expenses: Go with your Expense Report. Check the box next to your desired transaction to select it. Watch the video Read the procedures 1. I can't find a way to combine all three expenses. Once the receipt has been added, you will be taken back to the expense details. - Separate and delete the "fake" expense. I received two charges from a hotel (a deposit and the actual charges). 0 2 302. Printing receipts in order of the expense report. Log in to Concur via Single Sign-On. Super User. SAP Concur solutions help you simplify your company expense process and make life easier for employees. In my expense report I have a hotel reservation for a two day stay shown as a pending card transaction, and two separate card transactions for the two days. (If 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. That should hopefully do the trick. ) Follow these guidelines when completing the fields in an expense report: Report Title - (This is important! List the trip purpose, research project, or event that@Vickie-cridland For the screenshot of combining expenses, it appears that one line item is for Lunch and the other for Train. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. This integration reduces the time and effort. . 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. 1. - Go to expenses and click the cc expense. Review, Approve & Audit Built-in workflow. The Concur Travel & Expense system will combine and streamline business and travel purchases including UD Credit Card transactions. 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. That way you can follow step by step in your actual expense report. For example, an e-receipt line item bottle be merged with a credit select operation. Enter a Detailed Business Purpose. 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. To merge: Go to Expenses on the left sidebar. pece of data s actua y for the same expense. Repeat until the Remaining Amount is $0. Personalize views with interactive dashboards and customizable reports. Hope it helps. Employees naturally expect any personal funds expended for business to be paid back to them. Once selected, click the Move button. 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. 1. 0. That will do it. UATP-American Airlines. 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. For the data you are looking for including Account Numbers, that is usually data. This option would need to be enabled for the. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). This will open the allocate window. SHARE. 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. Click the checkbox next to the two expenses you wish to combine. create a Travel, Entertainment, and Reimbursement Expense Report in the Concur Expense Module. - Send again the CC to the report and you will be able to combine it with the Expense. Unable to combine separate expenses for single reservation. 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. Login to SAP Analytics Cloud and Click on Connection. Log in to Concur via Single Sign-On. However, the true beneficiary of expense reports is the business owner. . It helps eliminate paper receipts and makes it easier for you to complete your. 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. Open your expense report and go into the expense entry to which you need to attach multiple receipts. From within an open expense report, select the expense. The Select receipt from menu appers. Skip to Step 7 below. From the Manage Expenses screen, scroll down to the Available Expenses section. (Below) Another option is to delete one of the two reports you need to combine. T&E Card 3. Create a New Expense Claim. Click Move to. Today, we’re pleased to announce a new Amazon Business Integration for Concur Expense. Add the associated out-of-pocket expenses, attach the imported. There are 4 Concept Fields folders in the data warehouse, just so you know. Contact us today. 2) Tap Move. by LovelyAsmolo in Concur Expense Saturday . 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. 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. Simplify expense reporting and get more visibility into spending. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. Complete all required fields (those with red bars) and the optional fields as directed by your company. Users have this ability to merge or Combine Expenses when the two selected expenses are from varying sources. So, for your example you can select Sent for Payment Date from September 30 to October 31. When I log onto SAP Concur the only tabs that I see at the top is 'Travel' and 'App Centre'. Expense Processor. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file. When the new expense opens, click. When creating Expense Reports in Concur, it is essential to link your approved Travel Request to your Expense Reports. . With the report open, you will see an orange Approve button. 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. Not sure why this alert appears and do. For a demonstration of our NextGen UI, click Itemizing Expenses. Review the E-Receipt Activation confirmation message verifying that you have signed up to receive E-Receipts. 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 . If its possible what are the steps to be followed. Automated, fast, and accurate expense reporting helps you improve productivity, compliance, and control over spend. Your controller will not be able to view receipt images by project, but can only view receipts by. You most likely will need to. Note: The Check-in date should pre-populate based on the transaction date you entered when creating the Hotel expense. So, for your example you can select Sent for Payment Date from September 30 to October 31. Use this video demonstration to learn how to itemize hotel and/or lodging on a Travel Expense Report in Concur. Expense splits the combined item into the original two items. Select Concur. 02. Apr 7, 2021 09:21 AM. I'm not sure why SAP Concur didn't match the two together automatically. Click the More icon on the top of the page. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. The receipt is made available in Concur Expense under the users’ Available Expenses; The user assigns expenses to report, sets expense type, and submits the expense report . Matches that Need Confirmation: 1 New Expense Exceptions Expense Type O ther Expenses auick Expenses Date 10/18/2018 Amount. Used example, at e-receipt row item can be merged with a credit card deal. Concur ExpenseThe term e-receipts refers to data sent to Concur through the SAP Concur Connect Program. To merge alternatively combine expenses: Go in your Expense Report. It will give you a list of all claims you have created. Aug 1, 2018 04:19 PM. To manually add an expense to a report: With the report open, click Add Expense > Create New Expense. I think the issue is twofold: 1. " The trip was booked through Concur. Best regards, RohanFrom here select Process Reports. You will also learn how to set up add your bank account to your profile and track your reimbursements. Open report - every time the user opens an expense report, the system will review all available expenses to see if they match to expenses already on that report; Expense Assistant - the expense assistant continuously reviews new available expenses to see if they should be matched to existing report expenses or added to a report as a. 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. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. 3. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options. 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. The first would be from the expense details at the line item level. Enter all necessary information for the itemization. . I received the Diners Club card statement and the charge appears in the statement. Click on that and it should show you what itinerary is assigned. 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. - 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 . Admin. 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. You can select multiple expenses to allocate all of them to the same chart string if desired. Click 'copy' at the right of the expense lines. I think the issue is twofold: 1. Initiating one Expense Merge: on the web download. • Can run for… Range of Time Specific employees Specific expense types Trip/Report types Creating a New Expense Report . . Complete the fields as directed by your company. If you paid for your lodging with your Travel Card - click Import Expenses to select and move that expense to your report. 3 . Group the Expense List. From the reports list, press + at the bottom of the screen. On the Expense screen, click the +. To merge or combination expenses: Go into your Price Report. 3) On the Select Report screen, tap the desired expense report. If you want to combine the cc with you expense - Tick the cc and the expense, select Combine expenses. Yes, I figured it out. From the SAP Concur home screen, click Expense at the top of the screen. . If it is, then the user must add the company card charge to the same report, then the items will match. Then each of those National Directors can use the Approve & Forward option. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. In the Amount field add the total amount of the hotel bill. 0. 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 lot of our customers use the processor approval as the final approval for the expense report. Click the Combine Expenses button. all ExpenseIt entries will be moved to an expense report automatically. This resource is also available for download on the Concur page of the Travel Services website. If they are a match simply click Continue and Concur Will combine your data nto one expense entry per match. What i want to do is merge this two reports using macros do the Vlookup to corresponding Order numbers and get both in single workbook. See these instructions on handling fraudulent charges in a report on what immediate actions to take and how to create the expense report. 🙂 So, on hunch I went into your account and looked at one of your expense reports. I know that there should also be an expenses one which is the one that I actually need to use. An ExpenseIt entry and a corresponding credit card transaction in an expense report can be matched by clicking on the Combine button. A menu appears. 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 first step was to create your expense report by completing the Report Header in Concur. The expense report page appears, ready for you to add expenses. Users have the ability to merge alternatively Combine Expenses when the twin selected expenses are from different sources. 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. However, the true beneficiary of expense reports is the business owner. When the company card charge comes in, it will match to the Pending ExpenseIt item. - Send again the CC to the report and you will be able to combine it with the Expense. Concur Expense. Repeat until the Remaining Amount is $0. You are trying to combine expenses line items that have different expense types. If you’re merging an expense, created from a credit card feed and a manually. - or -. 2) Tap Move. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. • Company Bill Statement Processor: This role views and updates statement reports in Expense Processor. I'm assuming they have already attached one receipt to the line item in question. Click on the Add. 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. Discover how you can customize expense entry analysis by rolling up top expense types by the approved amount and adding a. This system will replace former travel request, booking, authorization, and expense systems for the University of North Concur Expense • View Expense Details • Move Items • Delete an expense • Combine expenses • Edit multiple expenses Concur Request • View audit trail and Request timeline • Submit a cash advance • Add attendees to expected expenses Concur Budget • Create a team budget • Make an adjustment to a team budget Please perform as follow: - Move the CC expense from you report to expenses. Select Merge. 00 Room Tax 23. 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. 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. Creating New Reports in Concur Intelligence. The option to Add Receipt now says View Receipt. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. ME kn. 27. We would like to show you a description here but the site won’t allow us. . Have the user open their expense report on the app. Click Move to and a list of available reports appears. SAP Concur. 12 CYN adding an additional transaction negative for -360. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second.