How do I run an expense report in Concur?
a) At the top of your Concur® home page, click on + Start a Report Page 2 2 b) Complete all required fields (marked with red bars) and the optional fields (e.g. Project and/or Meeting), as appropriate. Click Next. ii) On the New Expense tab (appears right), click the appropriate Expense Type.
What is Concur expense reporting?
SAP Concur solutions connect all your expense, travel, and vendor invoice spend in one system, providing a single way to manage spend from end-to-end, gain greater visibility into transactions, improve compliance, and simplify the process for everyone.
How do I export expense reports from Concur?
Log into SAP Concur. Open the expense report that needs to be exported. Click on Print/Share (If on Legacy UI, click on Print/Email)….How do I export my expense reports from SAP Concur?
- Sending the report as an email.
- Saving the report as a PDF file.
- Printing the report.
How do I run a report in SAP Concur?
Click on the Report Name to run the Report. A screen pops up with prompts. Each report has unique prompts and can have more than 1 set of prompts. Carefully read the description of the prompt in order to define the parameters of the report that you wish to see.
How do I report to concur?
Generating a Report
- Step 1: From the Concur dashboard, click on Reporting.
- Step 2: Your screen will refresh, and you will be led to the following SAP Concur page.
- Step 3: From there, click on the appropriate folder.
- Step 4: There are different types of reports that you can run.
What are concur expenses?
The minimum fee for an organization to purchase Concur’s SaaS product for the first time is approximately $994 per year or $82.90 per month, which is not unreasonable for a product that’s as full-featured as Concur Expense, especially considering that there is no setup cost.
How do I create a Concur report?
To create a new Domestic Expense Report, click on “New” > “Start a Report” from the Concur home page. The “Create a New Expense Report” page will appear, showing the “Report Header”.
How do I process a report in Concur?
To access the Process Reports page: Click Expense > Process Reports. The Process Reports page appears, defaulted to the Reports Ready for Processing query.
What is Concur report?
Reports from the Concur Travel & Expense System are accessed through the Reporting function in Concur, known as Concur Intelligence. Concur Intelligence is used to obtain information from Concur by either running reports on-demand, or accessing reports that have already been run.
How do I extract data from Concur?
Drag the SAP Concur Adapter into the integration as an invoke connection. On the API Option page, select Extract API. This API enables you to request the extract of available data objects, such as approved expense reports, travel requests, and payment requests.
What information is sent to Concur Expense?
Concur Expense launches a new browser window and sends the Report Header, Entry, or Allocation Details URI, Company Domain, Employee ID, and Unique User ID in an encoded query string to the application connector. The application connector parses the query string to extract the sent data.
Can I remove an expense from my report?
Yes, it is possible to remove an expense from your report. To do that: Go to the report containing the expense you want to remove from the Reports section. Go to the expense you want to remove and click on the More icon located at the far right corner of the row. Click on Remove. Note: You can remove expenses only from unsubmitted reports.
How much does concur cost?
Concur Expense. As a result, its set of travel and expensing solutions is now called SAP Concur, and its expense product for small to midsize businesses (SMB) is called Concur Expense. Pricing largely depends on your needs. The Standard Edition starts at $8 per report (based roughly on about 250 transactions per month).
Does every expense report require an itinerary?
Does every expense report require an Itinerary? Itineraries are only used in expense reports if a traveler is requesting reimbursement for meal expenses and/or OCONUS lodging expenses. An itinerary should be utilized to create the appropriate per diem expense entries for each overnight travel location. View all Frequently Asked Questions.