Employees will see the payment demand status of Paid within their expense report. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. For example, an e-receipt line articles can be consolidated with adenine borrow comedian purchase. University Travel Card and/or OneCard cardholder are responsible for reconciling all charges on their Travel Card/OneCard in Concur. I'm assuming they have already attached one receipt to the line item in question. When I go to Expense ->Process Reports -> Print Detailed Report (Or any other kind of report) The system shows me an expense report which I can export to PDF or print. 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. You may choose to manage your own preferences. To separate two transactions that were combined in error, click in the Payment Type column of the. Load more. 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. Was the deposit the amount of one night's stay? If so, then you can itemize it out as one of the nights. Users have the ability to merging or Combine Expenses when the pair selected expenses is from different causes. Simplify expense reporting and get more visibility into spending. Using the Concur Mobile App. Learn more . Apr 19, 2021 12:52 PM. The only way company card statements or transactions can come into SAP. If trains are not an option based on the search criteria, SAP Concur will only return the flight options. Have the user open their expense report on the app. You will only be able to delete expense reports or cash advance requests that have not yet been submitted. g. • An expense report is submitted after the trip to post expenses to accounts • If the employee is out of pocket for any expenses this will generate a reimbursement payment. 4. ii) Copy a previously submitted expense claim. Click Expense at the top of the screen. Creating a Travel Expense Report. 7. Sign In. Please perform the keep: - Drive the CC expense from you report to expenses. 1. all ExpenseIt entries will be moved to an expense report automatically. Report Details, select the . From the Concur homepage, click Expenses near the top of the page. 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?. 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. Keep your employees safe and connected, allowing you to fulfill duty of care. Log into Concur using your Single Sign-On. You can select multiple expenses to allocate all of them to the same chart string if desired. First time using Concur. In Concur, delegates are able to perform a number of tasks on behalf of another user, including creating new expense reports. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. b. Hi My hotel cost seperate to two expenses . The expense user logs in, creates an expense report and fills out header information. never be pulled into a report without the transaction. Select Merge. Complete all required fields and the optional fields as directed by your company. 100 Mobile release. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more. Last Revised: August 25, 2023. Request, and click . 5. We also run a report on the number of reports an associate is submitting each month. You are trying to combine to out of pocket expenses. 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. Click each report to review it. How Concur identifies and combines expenses in a report. 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. Create the expense as usual and click the Itemization tab (instead of Save Expense ). 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. Click the Combine Expenses button. To add a Business or Personal credit card to your profile, follow these steps: Log into SAP Concur and navigate to Profile > Profile Settings. If the Append button does not appear, click Save Expense and reopen the Expense Item. Using Concur Expense, you can view a list of any unassigned company card transactions and assign them to a new or existing expense report. To combine expenses from Available Expenses: From the Concur homepage, click Expenses near the top of the page. Expand all. This integration reduces the time and effort. - You will see that there is and expense already combined. 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. We would like to show you a description here but the site won’t allow us. forms signed. Under NextGen Expense UI, there is an option to link multiple expenses on the same report to one user-provided receipt image. You most likely will need to. . App Centre. If I select all three, "Combine Expenses" is greyed out. Hi, I have my expense report returned twice because my hotel. Create an Expense Report for Travel Booked in Concur . 🙂 So, on hunch I went into your account and looked at one of your expense reports. Reduce time spent on expense reports by streamlining the process. Employees must verify their Email IDs to receive the receipts for. 1. Concur attempts to match all unassigned credit card transactions, itinerary items, and e-receipts. Expense . Your controller will not be able to view receipt images by project, but can only view receipts by. . Creating a Travel Expense Report. My expense report returned twice because my hotel invoice missing company name and vat. Open an expense report. 3K. I kn. Jun 26, 2023 01:08 PM. Please pass this forward to the development team. For example, with e-receipt line item can be merged with a credit card transaction. •2. 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. All your employees have to do is initiate the expense type and business purpose, itemize if necessary, and attach the expense to a report. 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. Click Move to, and select an existing report or select New Report to create a new report to add the selected expenses to. Add the associated out-of-pocket expenses, attach the imported. 12 CYN adding an additional transaction negative for -360. 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. I received the Diners Club card statement and the charge appears in the statement. One reports has Order Number, Serial number etc. - Send again the CC to the report and you will be able to combine it with the Expense. When the allocate line appears, look for the Cost Center or Department field and enter the old department. a. - Go to expenses and click the cc expense. Note: Concur imports a maximum of 60 U-M Card transactions at a time. To connect or combine expenses: Go into your Charge 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. Check the box next to your desired transaction to select it. 01 USD or which currency is the mismatching for and press Save. 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. Select the Requests module at the top of the page. Next, have the user drill into the expense line item. - Send again the CC to the report and you will be able to combine it with the Expense. The first step was to create your expense report by completing the Report Header in Concur. @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. At a certain. you can actually combine them or let the system combine them. . NextGen UI. Select the couple cost line items to be me. At the top of the expense details they should see an option that says View Receipts. Log in to Concur via Single Sign-On. 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 expense, even if. Using Expense Pay. It intention give to of option to movement to new news or to a current view. We would like to show you a description here but the site won’t allow us. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . I used a corporate card for the transaction as well. Enter the Check-out date. It helps eliminate paper receipts and makes it easier for you to complete your. Information about the Forced Reconciliation of Expense Reports To ensure compliance and reconcile outstanding liabilities, Payment Processing & Compliance (PPC) has established a procedure to. @LoriAux open the report with the transactions yourself want to go. guidebook for using Concur. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. You can select Append on a previously used receipt or document, if displayed. U-M uses the Concur Expense Tool, accessible through Wolverine Access, for employee business expense reconciliation, including both PCard and out-of-pocket expenses. Return to Expenses to view the Expense with the newly attached receipt and attach it to an Expense Report at any time. 2022_01. Concur Expense; Concur Invoice; Align Trip; Additional Products; General;. With pdfFiller, it's always easy to work with documents. This approver, usually by default, is very limited on what they can change on an expense report when reviewing it. Once total selected, look for the Move 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. It also depends on the Source for the expense e. Through our global network of travel partners, travel managers can get a full view of spending, make life easier for travelers, and optimize. There are 4 Concept Fields folders in the data warehouse, just so you know. From adding all expense report details and receipts to submitting, reviewing for accuracy and. Employee Reimbursement System. How Do I Merge Expenses in SAP Concur? How Do I Add Attendees up My Expense Report (Expense Claim). 0. 6. @elliobc me again. 1. To move a manually created expense to another report: With the report open, select the check box of one or more expenses. In response to jonwarr. 2. This Quick Reference Guide demonstrates how to itemize an expense in Concur when preparing an expense report. 1: To begin, first select the expense you would like to itemize. 4. At the top of the expense details they should see an option that says View Receipts. Yes, I figured it out. pece of data s actua y for the same expense. 3) On the Select Report screen, tap the desired expense report. Click Upload Receipt Image to search and select the image from your files to append. Required fields are now marked with a red asterisk instead of a red band at the left edge of the field. How Do I Create/Update New User Shapes Using in Importing File? How Go I Manually Create one New SAP Agree Profile? 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 the report, and so on. Gain visibility to make. The system is waiting for the actual company card charge to come in. Regardless, the travel allowance wizard and menu appear only if you meet the. . Not sure why this alert appears and do. There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. 1 - Transactions 360. 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. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. In order to browse up-to-date content, please go back to the main page of openSAP Microlearning. Click the Append button. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. 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 . Initiating one Expense Merge: on the web download. 1- User will create an expense for $200 Hotel deposit for Dec 4 and submit this now. Import trips and apply the booking or use the expense report comments to explain why there was no reservation made for this expense. 🙂. 2. 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. Launch Course. Shouldn't she be able to combine in this scenario? Both entries endured already added to certain expense report. SAP Concur uses the Pending Card Transaction payment type, regardless of whether the admin has activated this payment type for the group. At this point. Select whichever option works for you. 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. An expense report allows employees to document each business expense, provide a corresponding receipt, and get reimbursed from company funds. 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. The app will present your phone’s camera to take a photo or click on “+ Expense. . Includes cost object information and expense report type. 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. 12 CYN put under expense type Miscellaneous OR Others OR something where you will need to add an additional comment of explanation. 3. ; Upload and Attach a Receipt to an Expense Line. To delete a manually created expense, with the expense open, click the trash can icon to the right of the report title. SAP Concur Community Manager. - Send again the CC to the report and you will be able to combine it with the Expense. View the Expense Details. 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. ), and other information. 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). . Recall button now showing (wasn't there yesterday) for one of the expense reports which I have now been able to recall and delete - thank you. is that all expenses where added to concur, and also several (if not: all) transactions where added as well. If you’re merging an expense, created from a credit card feed and a manually. SAP Concur Employee. There are two methods to link approved Travel Requests to Expense Reports as. The expense first needs to be moved from a report into Available Expenses before you get the detach option. It's a customizing? Thanks. Click on the Expense Report you want to add a receipt to or Create a New Report. How will the system know which one to use?To create an expense report using Android: Open the SAP Concur mobile app. When it does, it should match up to the Pending Card Transaction item. 00. On the Concur home page, select Expense. Please try and let me know how it goes. It is very likely that if you do have access to Cognos reporting it will be in a read only capacity. 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. In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. • Expense reports should be submitted within 30 days of theCommunity Manager. Each meal expense is added to a Concur expense report under the expense type of Individual actual Meals. On the landing page of the application, go into Expense Reports. Tips will be demonstrated in a live Concur environment via webinar. Travel Start Time: time leave official headquarters or your. Select the drop-down icon to choose the two expense accounts only. To start an Expense Report click . sap concur adding card transactions expense report 2021_24 opensap-archive. Click 'copy' at the right of the expense lines. 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. . Method 1: To start from Concur Requests: 2. Printing receipts in order of the expense report. -. (Below) Another option is to delete one of the two reports you need to combine. A menu appears. by LovelyAsmolo in Concur Expense Saturday . The files batched out of the payment manager could be considered some form of an archive, as it will contain the data of who was paid out what amounts, from where the expenses came (vendor, report name, date, etc. Reports. UATP-Southwest Airlines. You (or your delegate) can upload a scanned receipt image for an expense line in a report by either opening the expense line to attach the receipt or attaching the receipt in the. Concur will create another expense line with the same information, with one day added to the date. @bharath048 that message is a warning message only and should not prevent you from submitting. 302. if the Source is ExpenseIt then I think you only have the option to delete the Expense; you can't detach the receipt as it's intrinsically linked to the. 🙂Travel & Expense System from the bank also need to be included in your expense report. On the Manage Expense screen, click Create New Report (Claim)found on the right side of the screen. 1. Under . 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. You can choose from the following: a) In the top menu, click on Expense. (Instructions for installing the app are at the end of this email. The app will present your phone’s camera to take a photo or click on “+ Expense. Add New Connection. Then each of those National Directors can use the Approve & Forward option. This issue is preventing me from submitting the expense report to my company for the airfare payment. Objective . To move an expense by swiping: 1) On the Expenses screen, swipe the desired expense to the left. 00 Other Room Tax 1 2. 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. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. Ensure that there are no receipt images attached to the selected expense line items. Then click "Create" to create an expense report OR use the Coupa app on your phone. If a user activates Expense. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more efficient. 12 CYN,. 6. Complete all required fields and the optional fields as directed by your company. The custom query does need to be built by each processor when they are logged into SAP Concur. Since you cannot approve your own expenses, if an employee is submitting expenses against a project that they are also the Cost Object Approver for, the report enters a second approval workflow for the employee's manager to approve the report. Then, try our . Add the associated out-of-pocket expenses, attach the imported. To see if they do, click Expense at the top of the SAP Concur home screen. 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. Within the report, click the blue Add Expense button:. create a Travel, Entertainment, and Reimbursement Expense Report in the Concur Expense Module. - You will see that there is and expense already combined. balancing hotel bill, see additional transactions) 2- Itemize the full hotel bill for the total amount of 6360. @EdwinaM you cannot combine entries that have the same payment type, so what you experienced is by design. Center for Workplace Development 1 . Read the procedures 1. Users have the ability to amalgamate instead Combine Expenses when the two selected expenses exist from different sources. 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. And an other situation is If the information to download like an Excel File will be exactly like I see in Screen in Concur. To separate two transactions that were combined in error, click in the Payment Type column of the combined item. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then. The credit card batch files will also contain this kind of information. Android OS: Log into the SAP Concur mobile application. Employees naturally expect any personal funds expended for business to be paid back to them. Tip: For easy access to Concur, favorite the “Expense. You will also learn how to set up add your bank account to your profile and track your reimbursements. Contact us today. Note: Concur imports a maximum of 60 U-M Card transactions at a time. On the right side of the screen, add an allocation row for each account combination to be charged. If the company requirement is mandatory to attach the receipts at each line level, then at receipt handling rule, you can edit this requirement for Mileage. 2. Users have the ability to merge or Combine Expenses when the double chosen expenses are from different sources. This user must also be assigned the Expense Processor role. Select the couple cost line items to be me. Automated, fast, and accurate expense reporting helps you improve productivity, compliance, and control over spend. - Separate and delete the "fake" expense. From the Manage Expenses screen, scroll down to the Available Expenses section. On the expense report page, the Available Expenses section appears,. Best regards, RohanFrom here select Process Reports. Intelligence. I can't find a way to combine all three expenses. Admin. Select your desired Expense Report from the Report Library. Click Move to and a list of available reports appears. Enter Transaction Detail by Account in the search box. 2. create a multi-city Expense Report in the Concur Expense Module. Concur integrates travel requests, expense reporting, travel booking, and authorization solutions. A menu appears. To do so, add a Data Item from the Toolbox and name it Current Date. To merge or create expenses: Go into you Expense Report. Enable SSO in Test Environment . 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. Just be sure not to pull Cost Center from the Concept Fields folders found under Allocations or Entry Information. 1 - Transactions 360. If the video helped and you were able to allocate the expense, please let me know that as well. 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. 0 0 27. This web-based service provides the tools you need to request. 00/5. ”. View Report Expenses by List or by Detail. Skip to Step 7 below. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. On the Details menu in the Expense list of a report, select Allocation. under the . Part 2: Map expense types to travel reservation (trip) types. 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 . 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). 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 Delete button. SAP Concur Community Manager. 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. You should be able to click on +Start Report to create a new expense report. To merge two expenses from the Chargespage, first check the field next to the two expenses you like to fusing, then Merge . In merge expenses from included a report, view Details (in the upper right corner) then click the pencil "edit expenses" icon. From the left pane, go to the Reports menu. Mileage. The Select receipt from menu appers. On merge conversely combine expenses: Go at your Expense Report. Create Expense Report . The Report Library View displays Active Expense Reports. E-Receipts are electronic receipt images sent to SAP Concur directly from the vendor. Help says I can combine the charges by using Match (I think) or Combine. Without an associated report open: On the Expense Report List page, select Create & Edit > Create Itinerary . But there is no Match button or Combine button. 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. For example, an e-receipt line item can be merged with a credit card exchange. 2. March Expense Professional Release notes. SAP Concur Community Manager. . If you see Reporting, mouse over and let me know what you see.