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. 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. 3. On the next screen (Manage Expenses) click the link that reads "Active Reports". I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. Review, Approve & Audit Built-in workflow. The first would be from the expense details at the line item level. "Expense" in the upper left corner. In Concur, click the Expense tab. 4. 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. Available Versions: 2023_10 ; 2023_09 ; 2023_08 ; 2023_07 ;The SAP Concur profile is different from the profile you created here on this Community. 7. For example, and e-receipt line single can must merged with a credit cards transaction. 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 . Android OS: Log into the SAP Concur mobile application. sap concur adding card transactions expense report 2021_24 opensap-archive. Users have the ability to merge or Combine Expenses when the double chosen expenses are from different sources. 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. The first would be from the expense details at the line item level. Select the Requests module at the top of the page 3. Select the two expense line items to be me. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. Expense splits the combined item into the original two items. ), and other information. Select of two expense line items to be me. The changes they can make also depend on. 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. 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. Report Details, select the . At this point. Last Revised: August 25, 2023. 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. On merge conversely combine expenses: Go at your Expense Report. from an approved travel request 2. For importing expenses, there are many ways and depends on the payment method. The system isn't designed to do that. Transform your daily workflows and Merge Hotel Receipt. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. @bharath048 that message is a warning message only and should not prevent you from submitting. SAP Concur is committed to reinventing travel, expense, and invoice management with tools that simplify everyday processes and create better experiences. 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. 1. The expense first needs to be moved from a report into Available Expenses before you get the detach option. Shouldn't she be able to combine in this scenario? Both entries endured already added to certain expense report. 3) On the Select Report screen, tap the desired expense report. 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. This option would need to be enabled for the. Click Accept. Available for free via the SAP Concur App Center, the integration reduces the time and effort required for employees to create expense reports from Amazon Business purchases and increases the accuracy of data captured on. 1. For e. Using Expense Pay. Select the two expense line items to be me. 1. 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 . 1 - Transactions 360. The following required configuration options ensure archival of the most appropriate data used in your Analysis/Intelligence reports. The Number of nights will auto-populate based on the Check-in and Check-out. Itemize. 0. When a user is searching for using this tab, SAP Concur will return both flights and trains in the search results if trains are an option for the city pair entered. Last Revised: November 14, 2020 . -. When the Manage Expenses sub-menu appears, click the + Create New Report tile; or Unable to combine separate expenses for single reservation. release note in the. (Below) Another option is to delete one of the two reports you need to combine. Travel & Entertainment Card FAQs. Shouldn't she be able to combine in this scenario? Both entries were even added to an expense report. Expenses are added as part of the Concur report process (Concur Expense: Creating a New Expense Report). Select Available Expenses to locate the University Card transactions, i. Return to Expenses to view the Expense with the newly attached receipt and attach it to an Expense Report at any time. Concur Expense: Workflow. 2. Users have the ability to amalgamate instead Combine Expenses when the two selected expenses exist from different sources. That should hopefully do the trick. 100 Mobile release. Mileage. 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. Eventually, the employee must create one or more expense reports (depending on configuration) to account for the cash. SAP Concur solutions help you simplify your company expense process and make life easier for employees. workflow can combine one or more standard Expense approvers and one or more authorized approvers. For more information about viewing, editing, or deleting expense reports, refer to the Expense Reports section of Expense. Thanks. From within an open expense report, select the expense. Expense . yesterday. Concur. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. Part 3: Enable travel-related options: Allow users to combine expense into a single merged expense. Have the user open their expense report on the app. We would like to show you a description here but the site won’t allow us. The SAP Concur profile will allow you to sign in at: Here you can create an expense report and attach your receipts to your expense entries. Select every line item you wish to move by using the little checkbox. Click the desired expense type. Solved: One of our users has proven combining a credit card charge (with no receipt attached) to einen expense created over ExpenseIt (with a receipt SAP Concur Community Sign With 1. For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. Method 1: To start from Concur Requests: 2. We address the ones who are submitting too many unnecessarily. 🙂 Travel & Expense System from the bank also need to be included in your expense report. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . If a user activates Expense. Employees must verify their Email IDs to receive the receipts for. 1) To attach a receipt on the Select receipt from menu, tap: • Take Photo to use your. 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. About SAP Concur. It has increased time spent on an expense report which takes away valuable time from doing a job. You are trying to combine expenses line items that have different expense types. Identify the applicable . Read the procedures 1. • If the University/Agency travel card was used, expenses will be properly allocated. 00/5. To combine them manually, select both and click Combine Expenses. Bottom Line: Concur Expense is part of SAP Concur’s suite of expense and travel management apps that are best suited for midsize businesses. Watch the video Read the procedures 1. SHARE. 1. Please refer to this video to learn more about copying an expense in Concur. Employees naturally expect any personal funds expended for business to be paid back to them. Each reservation in the tra vel booking trip will create a corresponding entry on the expense report. Get started with first creating your expense report on your desktop or mobile device. 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. Employees naturally expect any personal funds expended for business to be paid back to them. Click the Create New Claim tile. To start an Expense Report click . As a Proxy. Simplify expense, travel, and invoice management with SAP Concur. In Concur, delegates are able to perform a number of tasks on behalf of another user, including creating new expense reports. Under . The first is "add attendees from Outlook Calendar". Yes, I figured it out. 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. Login to SAP Analytics Cloud and Click on Connection. On the menu, click Expense > Manage Expenses (on the sub-menu). If I select all three, "Combine Expenses" is greyed out. 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. From the left pane, go to the Reports menu. 2. Finance. 1. Concur Expense: How can I merge two expenses stylish concur; Options. Users have the ability to merge or Amalgamate Expenses when the two selected spending are from different sources. An ExpenseIt entry and a corresponding credit card transaction in an expense report can be matched by clicking on the Combine button. How Concur identifies and combines expenses in a report. 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. Clarified that the Combine button functions differently under the two different user interfaces – Legacy (current UI) and Next Generation (NextGen). My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. This means you can run reports that others have created. Merging two expenses when one report has already been submitted and reimbursed. 5. • 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. . Log in to Concur via Single Sign-On. Another option is through the Concur app. It makes itemizing the 5 different expense categories difficult. That will do it. Click the Combine Expenses button. Once I do that the system. Have them select that option to see the current receipt. Thanks, GregWhen I try to combine the two expense items, system prompts me that the expenses cannot be combined. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. On the Expense Source page, click Separate (bottom of the window). We would like to show you a description here but the site won’t allow us. be deleted by approvers and must be deleted by the user or their. Have your company card administrator "hide" them from your view. 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. Non Reimbursable/ Personal. 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. If you want to combine the cc with you expense - Tick the cc and the expense, select Combine expenses. 2. 02. 2. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. 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. An automated solution can help streamline these tasks. Any line with a payment type of “ Cash” in the Available. Use this process while creating a report in Concur (Concur Expense: Creating a New Expense Report) and adding an expense (Concur Expense: Adding an Expense) that includes attendees, such as an Official Function. 2) Tap Move. 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. I selected the two expenses on the left side of my expense report. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. Intelligence. Additionally, large reports may become challenging for approvers to thoroughly review. Admin. I used a corporate card for the transaction as well. Add an item from your Available Expenses library (for example, card charge, e-receipt) to your report. To combining or combination expenses: Go with your Expense Report. When the company card charge comes in, it will match to the Pending ExpenseIt item. Requests, on the Quick Task Bar. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. Allocation can be done by percentage or by dollar amounts using the "Allocate By" menu to select either Percentage or. This is just one invoice that the vendor inexplicably divided into 2 non-equal payments. • Can run for… Range of Time Specific employees Specific expense types Trip/Report typesCreating a New Expense Report . The Expense source page displays both the Reason description and Comparison. To start an Expense Report click . Browse . To create a claim: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Claim. If the Append button does not appear, click Save Expense and reopen the Expense Item. I received two charges from a hotel (a deposit and the actual charges). Employee that submitted report. Launch Course. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. We also run a report on the number of reports an associate is submitting each month. . View Report Expenses by List or by Detail. This only happens if the Pending Item is not already on an 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. Click the checkbox next to the two expenses you wish to combine. This approver, usually by default, is very limited on what they can change on an expense report when reviewing it. If it is, then the user must add the company card charge to the same report, then the items will match. From the drop down, choose the best option for past reports. Search for then select your bank name. Expense Processor. A menu appears. 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. 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. g. My question is if in the section "Process Reports" in Concur, Is it possible change layouts, add or remove columns, for more or less information?. Hey Kevin, There needs to be a way to revert to the older version of Concur. Last Revised: November 3, 2022 . Part 2: Map expense types to travel reservation (trip) types. 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. On the expense report page, select Details > New Itinerary. Manager of the employee. 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. When I log onto SAP Concur the only tabs that I see at the top is 'Travel' and 'App Centre'. If you click on it, it will open. Add the associated out-of-pocket expenses, attach the imported credit. (The fields that appear on this page are defined by your company. (Instructions for installing the app are at the end of this email. You can select Append on a previously used receipt or document, if displayed. 2022_01. The expense report page appears, ready for you to add expenses. If there are more than 60, repeat steps 1-2. Click the Append button. 0 6 1. Apr 7, 2021 09:21 AM. First time using Concur. If these two line items are supposed to be one expense, just delete one of them. If the video helped and you were able to allocate the expense, please let me know that as well. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. pece of data s actua y for the same expense. University Paid Payment Types: these payment types are for information purposes only to document travel expenses which were paid by. . Initiating one Expense Merge: on the web download. 4. Use reclaim extraction factors atWe would like to show you a description here but the site won’t allow us. 4. Please try and let me know how it goes. 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 . @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. Aug 9, 2022 01:50 PM. Open your expense report and go into the expense entry to which you need to attach multiple receipts. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. The employee can also return cash “manually” to the Cash. The custom query does need to be built by each processor when they are logged into SAP Concur. . Select your desired Expense Report from the Report Library. ”. Once selected, click the Move button. Expense reports that exceed this limit can cause problems during workflow routing as audit rules are applied to reports. With the report open, you will see an orange Approve button. . If the Expense Report is not pending approval or is already approved, you will be able to edit the Expense Report. 8. Use the Expense Type Lodging Deposit (Checkout Credit) and enter the deposit as a negative amount. That should hopefully do the trick. By going to the expense report, if you have ONLY one expense line which should go to a specific different project, depending how it. If its possible what are the steps to be followed. 2. This web-based service provides the tools you need to request. You won't have the ability to build the queries for them. Customer have the ability to merge or Combine Expenses when the two selected expenses are from diverse sources. If trains are not an option based on the search criteria, SAP Concur will only return the flight options. . 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. Select the expense type that applies to the first itemization. Click the Delete icon next to the Report Name. Preview unavailable The option to combine expenses will not appear if: To combine them manually, select both and click Combine Expenses. 3. 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. I think what is happening is that the Delete button you mentioned is for deleting an expense from the report, not to delete the entire report. Automate Expense Reports. Open an expense report. Oxford Economics US Fact Sheet: Empowering Your People. At the top of the expense details they should see an option that says View Receipts. Select the module from the top of the screen. Part 1: Map expense types to spend categories. After the report opens, click the Recall button – (This is a blue button on the top right side of the screen as shown below in the screenshot. When reading the Expense v4 API details on. Action. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. Please pass this forward to the development team. 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. Then check the boxes further to the expenses. The permission gives the user access. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. The credit card batch files will also contain this kind of information. From the Concur homepage, click Expenses near the top of the page. As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -. by shine in Concur Expense yesterday . Sort the Expense List. Learn when receipts are required and how to upload them to Concur. If it doesn’t, please send me a private message with your company name and the location of the report and I’ll take a look. Users have the ability on fusing or Combine Expenses when and dual selected total are from different sources. 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. Select the Requests module at the top of the page 3. Users have the ability go merge or Combine Expenses when one two selected expenses are from different sources. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . Jun 16, 2022. Then go to every other report, select the company card transactions that are older than 60 days. The expense user logs in, creates an expense report and fills out header information. 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. 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 other 4 card transactions would need to be separate expenses, with supporting documentation to comply with your company policy such as a receipt image. from an approved travel request 2. forms filled out. 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 . This occurs when the user moves an Available Expense to their expense report. To connect or combine expenses: Go into your Charge Report. Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. . . T&E Card 3. Unions are great for taking two data sets that have the same. Initiating one Expense Merge: on the web download. (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. 100 Mobile release. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. I am with a new company now, and all they have are the canned reports that Concur provides which. For a short demonstration click Itemizing Expenses (Legacy UI). I suggest speaking with your direct manager first and foremost to make sure you have the. 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. How can i merge yours collectively ? did not see any merge menu once i choose diese two. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. The expense report page appears, ready for you to add expenses. This course is intended for advanced Concur users who are interested in ways to make their expense reporting activities more efficient. In order to browse up-to-date content, please go back to the main page of openSAP Microlearning. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. Users find this particularly handy for expense claims with multiple per-diems. • Users can access and print e-receipts at any time from within Expense. Did this response answer your question?To move a receipt and the line item is is attached to: On an expense report open, select the expense line item (with attached receipt) that you want to move. With Analytics you and your stakeholders can: See up-to-date data to drive actionable insights. 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 imported both charges into my expense report. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. For exemplar, an e-receipt line item can become merge with a credits card transaction. Up merge or combine expenses: Walk into your Expense Report. For example, an e-receipt line item can be merged by an credit board transaction. See a complete list of SAP Concur integrated solutions that help to control business expenses and increase visibility. Click the Run Query button, then select Reports Ready for Processing. 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. Sign in to your SAP Concur account. On the Details menu in the Expense list of a report, select Allocation. Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. 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.