How do I get reports from Concur?

How do I get reports from Concur?

Where can I access reports from Concur? 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 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.

Can you run reports in Concur?

All approvers in Concur can run reports. Those reports will contain information for all those employees who report to that particular approver. We are recommending Business Coordinators request their department head or Dean set them up as report delegates in their profile.

What is Concur report?

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. By automating the expense reporting process, your business can increase compliance, avoid risk, and be more efficient.

How do you combine reports in concur?

Combine and Separate Transactions

  1. To combine two items in an expense report, select both items and click Combine Expenses.
  2. To separate two combined items in a report, select the combined item and click Move to > Available Expenses. Expense returns the original two items to your Available Expenses library.

How does Concur work?

Concur Detect by AppZen automatically analyzes 100% of expense reports in near real-time, leveraging artificial intelligence to help identify errors, fraud, and compliance issues before reimbursement. With Concur Detect, you’ll be able to streamline processes and gain visibility and control.

How do I match expenses in Concur?

Occasionally, Concur may not combine two items that represents the same transaction. To match two expenses manually, click the checkbox of the each expense and click Match. How do I unmatch a Smart Expense? To unmatch two transactions click the checkbox of the matched expense and click the Unmatch button.

How do you split expenses in Concur?

Click the Allocate By dropdown menu, and select either Percentage or Amount. 2. Click the Add New Allocation button. The first line will duplicate and split the dollar amount or percentage in halves automatically.

How much does Concur charge per expense report?

As mentioned above, Concur prices on a per-report basis starting at $8 per report.

Can you combine expense reports in concur?

To combine two items in an expense report, select both items and click Combine Expenses. To separate two combined items in a report, select the combined item and click Move to > Available Expenses. Expense returns the original two items to your Available Expenses library.

How do I delete an expense in concur?

Delete/Remove an Item From Your Available Expenses Library

  1. On the Manage Expenses page, in the Available Expenses section, select the check box of one or more expenses to remove/delete.
  2. Click Delete.

Where can I get a concur Reporting report?

When getting started with Concur Reporting, reference our recommended reports. For more information on these and other useful reports, visit www.concurtraining.com/pr/reporting/resources . Business travelers entering the post-pandemic era from companies with fewer than 1,000…

How to create custom concur business intelligence reports?

Set up alerts and schedule the distribution of customized reports and dashboards to key stakeholders. Add Consultative Intelligence to get unlimited expert advice on reporting strategy and how to create custom reports. To hear from an SAP Concur representative, please complete the form or call us at (888) 883-8411.

How to get in touch with a concur representative?

To hear from an SAP Concur representative, please complete the form or call us at (888) 883-8411. Thank you for contacting us about a better way to manage travel, expenses or invoices. We have received your request for information, and we will be in touch with you soon.

How do I get reports from Concur? Where can I access reports from Concur? 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…