how to combine expense reports in concur. SAP Concur Community Manager. how to combine expense reports in concur

 
 SAP Concur Community Managerhow to combine expense reports in concur  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

Click the Run Query button, then select Reports Ready for Processing. Getting Started. Matches that Need Confirmation: 1 New Expense Exceptions Expense Type O ther Expenses auick Expenses Date 10/18/2018 Amount. Oxford Economics US Fact Sheet: Empowering Your People. 5. 6. 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. The Confirm Delete window appears. this demo of Concur Expen. To merge alternatively combine expenses: Go in your Expense Report. SAP Concur. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . A dynamic ecosystem of more than 150 partner applications and services designed to help manage compliance, spend, and the traveller experience. This option would need to be enabled for the. If a match is. The auto match expense within an open report is now supported with the SAP Concur mobile app under the 9. Reports. Travel Start Time: time leave official headquarters or your. This guide provides instructions on how to create an expense. To move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. Customer have the ability to merge or Combine Expenses when the two selected expenses are from diverse sources. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. 7. Select the two expense limit items to can me. . 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. Let me know if this works. First time using Concur. 0. When creating Expense Reports in Concur, it is essential to link your approved Travel Request to your Expense Reports. Once the card charge is added, you can select both items (using the little checkbox to the left) and then click Combine. Click each report to review it. This integration reduces the time and effort. For example, an e-receipt line item can be merged with a credit card exchange. You most likely will need to. Review, Approve & Audit Built-in workflow and audit rules allow managers to quickly and easily approve in-policy expenses To do so, add a Data Item from the Toolbox and name it Current Date. (Instructions for installing the app are at the end of this email. For more information about viewing, editing, or deleting expense reports, refer to the Expense Reports section of Expense. For a short demonstration click Itemizing Expenses (Legacy UI). 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. On the menu, click Expense > Manage Expenses (on the sub-menu). Login to SAP Analytics Cloud and Click on Connection. auto-create an expense report from that trip. I am with a new company now, and all they have are the canned reports that Concur provides which. I believe one says Assigned Itineraries. 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. Select Add a New Personal Card. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. On the expense report page, select Details > New Itinerary. UATP-American Airlines. 12 CYN, choosing. Have you checked the claim with ID: CAD8F86BBD384566A8FB to make sure there isn't an expense already on that report for the entry in question?The payment status updates to Paid once the batch is closed (ending the concur workflow process). 5. Under . Enter values in the corresponding fields . To start an Expense Report click . It makes itemizing the 5 different expense categories difficult. The Report Library View displays Active Expense Reports. To merge or combine expenses: Go into your Expense Report. To combine expenses away Available Expenses: From. To create a claim: Either: On the home page, on the Quick Task Bar, click the New task and then Start a Claim. I have two reports with different data. 2. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. The Cash Advance administrator issues the cash advance in Concur Expense, and the company pays the actual cash to the employ ee. • Can run for… Range of Time Specific employees Specific expense types Trip/Report types Creating a New Expense Report . From the Manage Expenses screen, scroll down to the Available Expenses section. If I select all three, "Combine Expenses" is greyed out. . Edit the Report period. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. 00/5. Add the associated out-of-pocket expenses, attach the imported. I selected the two expenses on the left side of my expense report. We address the ones who are submitting too many unnecessarily. Concur will create another expense line with the same information, with one day added to the date. Within the report, click the blue Add Expense button:. 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. Part 2: Map expense types to travel reservation (trip) types. This occurs when the user moves an Available Expense to their expense report. Employees can easily book and manage travel, create and submit expense reports, and approve invoices — all from anywhere and at any time. 1. - You will see that there is and expense already combined. This infographic is for clients on the Standard edition of SAP Concur solutions. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. Select your desired Expense Report from the Report Library. . You won't have the ability to build the queries for them. For the data you are looking for including Account Numbers, that is usually data. Submit them on an expense report. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. Ensure that there are no receipt images attached to the selected expense line items. Looking for. To itemize a hotel expense: After completing all the required fields of either the out-of-pocket hotel expense or imported hotel company card charge, click the Itemize button below the entry details. 100 Mobile release. This means you can run reports that others have created. Click the Combine Expenses button. Creating a Travel Expense Report. When the new expense opens, click. Center for Workplace Development 1 . Includes cost object information and expense report type. -. The system isn't designed to do that. And an other situation is If the information to download like an Excel File will be exactly like I see in Screen in Concur. Click the Delete button. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. 00 Room Tax 23. I imported both charges into my expense report. Using Concur Expense, you can view a list of any unassigned company card transactions and assign them to a new or existing expense report. When the allocate line appears, look for the Cost Center or Department field and enter the old department. My United Airlines airfare expense is stuck in "pending card transaction" for about 3 months. I need to expense them as one expense. @jonwarr you should be able to click Report Details from your open expense report. When you're in the expense report on the expense line that requires attendees, click the plus sign (+) on the top right. This will open the allocate window. 100 Mobile release. Reduce time spent on expense reports by streamlining the process. You can combine a cash or pending card transaction item to a. Method 1: To start from Concur Requests:. - or -. e. Additionally, large reports may become challenging for approvers to thoroughly review. ; In the pop-up that follows, hover over the expense you want to select as the master expense and click Select. Android OS: Log into the SAP Concur mobile application. Enable SSO in Test Environment . If the video helped and you were able to allocate the expense, please let me know that as well. I imported both charges into my expense report. If you happen to have two monitors, I would login to Concur on one monitor and watch the video on your second. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). What this does is every time you run the report, you can choose the data range you want. To attach a receipt to a report or an individual expense, you can either: • On Expense screen, tap Add Receipt. Sign In. Return to Expenses to view the Expense with the newly attached receipt and attach it to an Expense Report at any time. For example, an e-receipt line item can be merged with one financial card real. 3. In addition, the administrator has many more options with. Take control of your travel program and see how travel dollars are spent. 2. We address the ones who are submitting too many unnecessarily. Once you approve it, it goes into a batch. 1 Solution. How Concur identifies and combines expenses in a report. Delete the report. Click on the Customize button. 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. 2- After stay on 15 Jan, user will receive the full hotel folio and will create an expense for the entire hotel stay. . . Video: Itemizing Hotel/Lodging in a Travel Expense Report in Concur. Note: The Check-in date should pre-populate based on the transaction date you entered when creating the Hotel expense. Launch Course. Click the Expense Report with the status of Not Submitted that you want to delete. Click the Combine Expenses button. Click Add. 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. Use this video demonstration to learn how to itemize hotel and/or lodging on a Travel Expense Report in Concur. Unable to combine separate expenses for single reservation. Once I do that the system. You will only be able to delete expense reports or cash advance requests that have not yet been submitted. SAP Concur Community Manager. If it is, then the user must add the company card charge to the same report, then the items will match. Other reports has Only Order number. . 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. Click the More icon on the top of the page. 2. 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. Learn how to use Concur Expense to automatically manage your expenses, and how to create and submit your expense claims. However, there are two types of approvers in SAP Concur. This user must also be assigned the Expense Processor role. 4. 1: To begin, first select the expense you would like to itemize. Click the Create New Claim tile. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . Create a New Expense Claim. Employees can further extend the value of their SAP Concur solution and simplify expense reporting by connecting to our ecosystem of partner apps. from an approved travel request 2. g. Please perform the keep: - Drive the CC expense from you report to expenses. ), and other information. As part of Concur Expense: Reconciling Non-Employee Travel, you will often need to import expenses you made on your Travel Card or in Concur. Report Header. Tip: For easy access to Concur, favorite the “Expense. 00 Not Submitted I Report Number: SA8S14 rint/Share v Manage Receipts v View Available Receipts Ele-Receipts in Concur . Once the receipt has been added, you will be taken back to the expense details. - 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 . I kn. Watch the video Read the procedures 1. We would like to show you a description here but the site won’t allow us. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. Click Save Itemization. That way you can follow step by step in your actual expense report. An expense report allows employees to document each business expense, provide a corresponding receipt and get reimbursed from company funds. Once selected Click Allocate. If its possible what are the steps to be followed. Transform your daily workflows and Merge Hotel Receipt. What this does is every time you run the report, you can choose the data range you want. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel (Booking) FAQs. 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. 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. The only way company card statements or transactions can come into SAP. This process is the same as viewing, editing, and deleting personal expense reports or cash advance requests. 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. Enter a Detailed Business Purpose. You should see a drop down menu of options. A menu appears. Creating New Reports in Concur Intelligence. Scroll down to the Available Expenses section and click the little check box next to the item. 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. Automate Expense Reports. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. Shouldn't she be abler to combine with this scenario? Both entrance were already added the an expense report. The permission gives the user access. Concur recommends limiting expense reports to less than 100 individual expenses per report. Concur Expense: Select can EGO fold two cost in concur. The order receipt of the purchase will be available to Concur Expense within 24-30 hours. From the left pane, go to the Reports menu. To combine them manually, select both and click Combine Expenses. We would like to show you a description here but the site won’t allow us. [Reference: SAP Concur User Guide – Signing In] On the home page, there are a few options available. 00 Other Room Tax 1 2. For a demonstration of our NextGen UI, click Itemizing Expenses. all ExpenseIt entries will be moved to an expense report automatically. All the selected transactions will move to that report. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. 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. With the report open, you will see an orange Approve button. App Centre. In Concur, click the Expense tab. Received this alert with a travel expense report: "This expense has no matching travel reservation. First time using Concur. g. 12 CYN adding an additional transaction negative for -360. We have our employees to submit their expenses within 14 days of incurring the expense. I'm guessing the deposit was for a hotel stay? If so, that can be entered by itself. Upload a document from your computer or cloud storage. Request, and click . Please perform the keep: - Drive the CC expense from you report to expenses. Select the two expenditures line items to be me. - Go to expenses and click the cc expense. 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. To merge: Go to Expenses on the left sidebar. 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. Aug 8, 2022 03:10 PM. From within an open expense report, select the expense. " The trip was booked through Concur. Select Add to Report to claim the card charges to the appropriate Event Expense Report. 3. T&E Card 3. There are 4 Concept Fields folders in the data warehouse, just so you know. The screenshot below shows an example from one of my demo sites. release note in the. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense reports. The Select receipt from menu appers. The software update is not user-friendly or has improved the product. From adding all expense report details and receipts to submitting, reviewing for accuracy and. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. Creating a Travel Expense Report. Employees naturally expect any personal funds expended for business to be paid back to them. A lot of our customers use the processor approval as the final approval for the expense report. On the right side of the screen, add an allocation row for each account combination to be charged. . 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. After creating an Expense Report, follow these steps to attach a receipt in the Expense tab: 1. Employees must verify their Email IDs to receive the receipts for. 302. Using the Concur Mobile App. The only way to view expense report receipt images is to actually open the expense report, which can be done by 5 different roles: 1. - or – • On the Report screen, tap the Receipts tab and then tap (lower-right corner). Click Expense at the top of the screen. Click Move to and a list of available reports appears. You are trying to combine expenses line items that have different expense types. 12 CYN adding an additional transaction negative for -360. The correct operation is to assign receipts to an expense report only when you have the corresponding expense located in Concur. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. Non Reimbursable/ Personal. For example, an e-receipt line item bottle be merged with a credit select operation. Because it depends on your company policy. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. 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. 3-26 Available to: Analysis Intelligence 3-26 Uses: Expense Data Travel / TripLink Data 3-26 Report: Invoice Billed Transaction Reconciliation - Detail (Calendar Month) 3-28To move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. Hello. Preview unavailable The option to combine expenses will not appear if: To combine them manually, select both and click Combine Expenses. 5. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. 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. •2. Hey Kevin, There needs to be a way to revert to the older version of Concur. 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. Aug 9, 2022 01:50 PM. 1. Create Expense Report . If trains are not an option based on the search criteria, SAP Concur will only return the flight options. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. workflow can combine one or more standard Expense approvers and one or more authorized approvers. Best regards, RohanFrom here select Process Reports. is pending Financial Unit Approval, you may recall the. But there is no Match button or Combine button. Create Expense Report . 01. Click OK. A: SAP Concur has the ability to reserve and purchase Amtrak train tickets. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation (e. The Expense source page displays both the Reason description and Comparison. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. When I try to combine the two expense items, system prompts me that the expenses cannot be combined. Then go to every other report, select the company card transactions that are older than 60 days. Includes cost object information and expense report type. 00. If there is no receipt already attached to the expense, click on 'Show Receipt' on the top right. The answer is yes. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . To combine them manually, select both and click Combine Expenses. Get started with first creating your expense report on your desktop or mobile device. From the home screen, press Expense Reports. If the Append button does not appear, click Save Expense and reopen the Expense Item. 5. If a user activates Expense. Dec 22, 2022 09:15 AM. Apr 19, 2021 12:52 PM. Report #5 –DU Expense Entry Analysis with Cost Object & Trip/Report Type 15 • Provides information on employee spending patterns. Identify the applicable . 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. It also depends on the Source for the expense e. 3. Aug 1, 2018 04:19 PM. Transactions will be listed in the employee’s Available Expenses or may auto-assign to an Expense Report. Concur Expense: How can I merge two expenses stylish concur; Options. 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. Expense reports that exceed this limit can cause problems during workflow routing as audit rules are applied to reports. To combining or combination expenses: Go with your Expense Report. On the Expense Source page, click Separate (bottom of the window). Click the checkbox next to the two expenses you wish to combine. Review, Approve & Audit Built-in workflow. you can actually combine them or let the system combine them. So we have to manually upload the same invoice for 100+ expenses and explain it. ”. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. 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. 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. Expense Nightly Lodging Expenses Check-in Date 03/15/2017 Number ot nts Check-out Date Recurring Charges (each night) Room Rate 195. 3 . Click the Reservation link (on the expense report) to view the reservation on the Expense Source page. If what I described is not available, then from your report, select all the line items. Concur ExpenseThe term e-receipts refers to data sent to Concur through the SAP Concur Connect Program. • Company Bill Statement Processor: This role views and updates statement reports in Expense Processor. Use reclaim extraction factors atWe would like to show you a description here but the site won’t allow us. Log in to the Concur mobile app and select “Receipt. Manage travel and expenses anywhere, anytime with Concur's Mobile App for iPhone®, iPad®, Android™ and BlackBerry®. - Send again the CC to the report and you will be able to combine it with the Expense. pece of data s actua y for the same expense. Simplify expense, travel, and invoice management with SAP Concur. 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. It has increased time spent on an expense report which takes away valuable time from doing a job. Click the Add Expense button or select the existing expense. I know that there should also be an expenses one which is the one that I actually need to use. In the Filter section, tick the box for Distribution Account. Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense.