To find out which version you have, log into Concur Solutions > click Help in the upper-right corner > click Expense Help. On the Create a New Expense Report page, complet e all required fields (those with red asterisks) and the optional fields as needed. Concur Training Guide. Those with NextGen UI for Concur Expense will see a banner indicating ‘NextGen’ at the top of the page. Click +New • If you are also an Approver, click +New and then select Start New Report . My only criticism / process improvement feedback is that it would help if the SAP Concur team could provide better workflow instructions or a video tutorial that take a user through the steps that need to occur within Concur and between Concur and QuickBooks once an expense report is completed. Concur Expense; Concur Detect; Drive; ExpenseIt; Budget; Tax Assurance by VATBox; Audit Services; Concur Request; Payment solutions; Company bill statements; All products; ... Concur Reporting 101: Reports to Start With. Below is extract from Payment Types setup gguide: "Once the card transaction arrives, Concur Expense will match the card transaction to the expense … I need a vidoe tutorial on how the card transaction matches to the one I created once transactions got imported to concur. Please note: There are currently two versions of Concur Expense. 2. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. ... SAP Concur Reporting & Analytics Demo Bite. Learn the Basics. If you are not familiar with Cognos, you can view training guides, videos, and recorded classes at With Concur Expense, you can easily connect the different pieces and partners of your expense ecosystem. 3Written for Expense Processor, but Request Administrator actions are similar. Otherwise, the appropriate resources can be found below. endstream endobj 537 0 obj <. SAP Concur solutions connect all your expense, travel, and vendor invoice spending in one system, providing a single way to manage spending from end-to-end, gain greater visibility into transactions, improve compliance, and simplify the process for everyone. 3. Click the Next link at the bottom of the page. Onsite email advantage@concur.com Introduction to Intelligence: instructor-led training and hands-on practice using Concur Intelligence at our training facilities in Bellevue, WA (UK), Working with Company Bill Statement Reports, Creating an Expense Report Based on a Completed Trip, Creating an Expense Report with Fixed Travel Allowances (in the TA Service), Creating an Expense Report with Reimbursable Travel Allowances, Adding an Out-of-Pocket Expense to an Expense Report, Adding Card Transactions to an Expense Report, Reviewing and Approving an Expense Report, Correcting and Resubmitting an Expense Report, Printing and Submitting an Expense Report. English SAP Concur Real-Time Forecasting Demo Bite. CREATING AN EXPENSE REPORT UConn related business travel, that includes a travel segment (Air, Car Rental, Amtrak Rail, or Hotel), must have an approved Travel Request before an expense report can be created. If you are tasked with running reports to track your travel data, in SAP Concur one option for running reports is to use the Cognos business intelligence tool. Guide Overview This Guide will take you through the process of preparing and submitting Expense Reports.A travel Expense Report should contain all expenses for a travel objective, even if expenses were made months apart, as … h�b```f``Z������ Ȁ �,@Q��.�G���I��Q�� b�_>>�Nu���'�p��_�?����e�11~�����+���;�@1 Expense Form The form where you enter the expense information (expense type, transaction date, vendor location, amount, license plate number, etc.). Imagine you are traveling to a business conference where you'll need to expense your travel, food, and lodging for reimbursement. The expense is sent to Concur and is listed in your Available Expenses library. Welcome to the Concur Expense self-guided demo. Learn how to log on to SAP Concur, navigate the SAP Concur system, and quickly learn how to use your SAP Concur products. On the home screen, tap Expense Reports. To add an entry to your expense report, check on the box to the left of the entry and select Move-> To Current Report. Create a New Expense Report Once you have logged into Concur, you are ready to prepare a new expense report. Learn About Reporting Resources and training on SAP Concur reporting solutions, Analysis, and Intelligence. 0 Access Concur by clicking on the following link: Concur SSO. endstream endobj startxref 557 0 obj <>/Filter/FlateDecode/ID[<781C440872D3614EB4D7B17FA24F1490><4F58458C53380847BFBD45A3BF74C6A6>]/Index[536 32]/Info 535 0 R/Length 104/Prev 1236493/Root 537 0 R/Size 568/Type/XRef/W[1 3 1]>>stream 3. You have two options: 1. %%EOF Step by step on creating an expense report in Concur and entering mileage. To find out which version you have, log into Concur Solutions > click Help in the upper-right corner > click Expense Help. There are a few ways you can create a new expense report using Concur for Mobile. The Online Expense Report Tool through Duke@Work is the method for which Duke Employees enter travel, out-of-pocket non-travel expenses and corporate card expenses. OR . 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. From the Active Reports Screen 1. King County's contracted travel agency is Tangerine Travel; Tangerine Travel Help Desk: concur@tangerinetravel.com; Immediate … Videos. o Enter Duty Station and Residence City, and Residence State if not populated. If a delegate has prepared the expense report for you, you should be notified when the expense report is ready for submission. (US), English {g�b�tH�&0��������6/�,�6`q�@*�A�� �2FW� Part Four – Adding Transactions The joined query won't let me change the expression on the "Unsubmitted CC Trans" query to "Unassigned," as the tutorial … u� Otherwise, view the original Travel & Overview video found below. Quick Guide: Concur Expense Reports Page 1 of 18 . 2. Logging on to Concur 3 Logging onto Concur Full-time and part-time employees of the University will have access to Concur Travel and Expense Management. "W�I_�r D2E�e+�lC0y,b&���`]�`�m���`v-�t�"}�@��L ��gVR�S #�r�����~ QwE Expense queue. Begin accessing SAP Concur products, including Expense, Travel and Invoice. Expense reports can be created a … 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. Please note your Request ID when ready to book. Concur’s support for automated, mobile expense management means employees can submit and track expense reports with their mobile device. This brief demo will show you how to capture expenses from any device, submit an expense report to your manager, and learn what it looks like to approve a report. Two of the most common ways you can create a new report are: • From the Active Reports screen • When adding an expense on the Expenses screen . I'm having trouble adding the Report ID field to the standard report "Expense Accrual." 2. Those with NextGen UI for Concur Expense will see a banner indicating ‘NextGen’ at the top of the page. Concur Travel and Expense will automatically load. Improve employee satisfaction with faster reimbursement Managers can easily review and approve expense reports from any device, reducing employee reimbursement cycle time by two-thirds. If you have NextGen UI for Concur Expense, access the relevant resources here. Below is extract from Payment Types setup gguide: "Once the card transaction arrives, Concur Expense will match the card transaction to the expense and update the payment type. Note: these videos are currently being updated to reflect changes with new per diem model for meals. Start your test drive now! Learn to AdministerLearn the basics of administering SAP Concur products Expense, Travel and Invoice, including SAP Concur Support and the Support Portal. I am trying to modify the expense accrual report so that it includes the nominal code, department & cost centre. Book travel in Concur - Your travel request must be fully approved in Concur before booking. 567 0 obj <>stream 1. SAP Concur integrates expense reporting with a complete travel booking solution. Videos. ]�QRJ�n�ae]�;aE=oq�����R���3{���n�!%�u�E@�����&�� �hG�F�rEG�E� ���`R�@q��rG3PH�B�����;�2 Dz��h�p -�`�h20�0Mg4b�g�`X��Ÿ�qP|cc�K���{���1! Page 74of 79. I have followed the online tutorial but I don't have the report studio option when I follow the instructions th only option I have other than run is … If you have NextGen UI for Concur Expense, access the relevant resources here . Learn how to use Concur Expense to automatically manage your expenses, and how to create and submit your expense claims. Concur Expense Receipt Capture Demo Bite. Please note: If you have NextGen UI, view NextGen UI Travel & Overview here. Simplify expense reporting and get more visibility into spending. 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. From the My Concur home page, click the Expense tab and select Create New Report. Submitting an expense report certifies the expense report is accurate and appropriate, while sending it on for review by the designated approver(s). expense types Hands-on Report Authoring: work closely with Concur experts to get a 360-degree view of your travel and expense data and create the custom reports you need. Users will learn how to use all facets of the tool including how to process travel and non-travel expenses that involve reimbursements and corporate card charges. Though a delegate can prepare your expense report for you, only you can submit it. When getting started with Concur Reporting, reference our recommended reports. I need a vidoe tutorial on how the card transaction matches to the one I created once transactions got imported to concur. Otherwise, the appropriate resources can be found below. © Copyright 2021 Concur Technologies, Inc. All rights reserved. Click Expense and then click + Create New Report. Each expense could in theory request unique information, and therefore, have a unique form assigned to the expense. Concur Video Tutorials Review the Concur video tutorials for information on travel requests, expense reports, approvals, assigning delegates, using the Concur mobile app, and more. 536 0 obj <> endobj %PDF-1.6 %���� h�bbd```b``� Rights reserved in the upper-right corner > click Help in the upper-right corner > click Help in the corner. For Expense Processor, but Request Administrator actions are similar Support and the Support Portal assigned to the standard ``! 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