AliciaHansen’s Posts

AliciaHansen · ‎May 10, 2023

You should check with your Accounting, Finance or Payroll department, the ones who handle your company's expense reimbursements. I would also look up your banking information in your profile to make ...

You should check with your Accounting, Finance or Payroll department, the ones who handle your company's expense reimbursements. I would also look up your banking information in your profile to make sure the correct account number was used. This happened to one of our users as they forgot to update to their new account, and it went to their old account they rarely check.

AliciaHansen · ‎May 10, 2023

I am interested in this, too. AP is overwhelmed with sending out the statements as we have both AMEX and Bank of America card programs. If we could have them automatically added to Concur it would be...

I am interested in this, too. AP is overwhelmed with sending out the statements as we have both AMEX and Bank of America card programs. If we could have them automatically added to Concur it would be extremely helpful.

AliciaHansen · ‎May 10, 2023

We still require receipts for monthly subscriptions such as Amazon Prime as users usually get an emailed receipt. If they don't, then we require an affidavit to be filled out.

AliciaHansen · ‎May 10, 2023

最近我们的旅游政策changed to not allow AirBnb for travel. Since we do not yet use a travel management company or agency, I am hoping to create an audit rule on expense entry to now allow the...

最近我们的旅游政策changed to not allow AirBnb for travel. Since we do not yet use a travel management company or agency, I am hoping to create an audit rule on expense entry to now allow the user to move forward in their report when vendor is Airbnb. Employees were required to sign that they read understood the changes in policy, including an emphasized area regarding Airbnb (it's been an issue at our company due to international travel and liability). I'm not sure how effective our new rule will be but hoping it handles the issue.

AliciaHansen · ‎May 10, 2023

This situation happens for our employers when the credit transaction from the corporate card bank is delayed a few days before hitting Concur. Usually this occurs when the statement closes at the end...

This situation happens for our employers when the credit transaction from the corporate card bank is delayed a few days before hitting Concur. Usually this occurs when the statement closes at the end of the month and the following month statement includes the credit. Our company requires all statement transactions to be submitted in their report. When this happens, we have a payment type employees select so that the amount can be recorded correctly for AP.

AliciaHansen · ‎May 10, 2023

As the others have said, the last step before the report is marked approved sent for payment is the Expense Processor approving. At our company, we have two people with the Expense Processor role - t...

As the others have said, the last step before the report is marked approved sent for payment is the Expense Processor approving. At our company, we have two people with the Expense Processor role - the AP Specialist and me as backup. When the report is in Approve & In Accounting Review status she reviews each report, checking their receipts and making sure all are using the appropriate expense type, etc. As soon as she selects Approve, then our payment process begins, automatically submitting the batch to our third-party payment processor, Bambora.

AliciaHansen · ‎Apr 27, 2023

Have you attempted to submit the report again? If it is an audit rule which triggers on report submit then it will not clear until you attempt to submit again.

AliciaHansen · ‎Apr 24, 2023

At my company, payment questions regarding status are handled by our Accounts Payable department, but I know every company is different. According to my husband who happens to work for Amazon, any qu...

At my company, payment questions regarding status are handled by our Accounts Payable department, but I know every company is different. According to my husband who happens to work for Amazon, any questions regarding reimbursements are handled by opening a ticket with the Expense department.

AliciaHansen · ‎Apr 20, 2023

My company does not allow the user to change their expense approver (it is greyed out) because we require the Concur administrator or expense processor to make the change. This is to keep a user fro...

My company does not allow the user to change their expense approver (it is greyed out) because we require the Concur administrator or expense processor to make the change. This is to keep a user from changing their approver to the incorrect person so their report is pushed through. I would reach out to your Concur administrator within your organization and request the change.

AliciaHansen · ‎Apr 18, 2023

Our company has the audit rules regarding yellow & red alerts run upon submission of report. Have you attempted to submit the report again? When our employees correct issues it will clear the notice ...

Our company has the audit rules regarding yellow & red alerts run upon submission of report. Have you attempted to submit the report again? When our employees correct issues it will clear the notice only have they submit the second time.

AliciaHansen · ‎Apr 13, 2023

AMEX transactions for my company's cards can sometimes take 2-3 days to show up in Concur.

AliciaHansen · ‎Apr 13, 2023

Typically processing/payment of expense reports are handled by your company Accounts Payable department. They should be able to give you information on payment status.

AliciaHansen · ‎Mar 31, 2023

Our company doesn't allow corporate credit card transactions to be deleted, but we do have a checkbox for personal expenses. It should look like this: When our employees check the box the...

Our company doesn't allow corporate credit card transactions to be deleted, but we do have a checkbox for personal expenses. It should look like this: When our employees check the box then they are not reimbursed for that transaction.

AliciaHansen · ‎Mar 7, 2023

This is decided by each company and their existing travel/expense policies. Our company will only reimburse 50% of passport expenses if the person is specifically requested to get or renew their pass...

This is decided by each company and their existing travel/expense policies. Our company will only reimburse 50% of passport expenses if the person is specifically requested to get or renew their passport for business travel. We don't yet have an audit rule in place to handle this policy because we're still working on implementing our updated policies. I would check with your Concur support within your company to see what your policy is.

AliciaHansen · ‎Feb 20, 2023

Yes, as MSTeele said, it is most likely because you have not confirmed your bank account. There were a few within my company who had done the same, added bank but not confirmed. We added the sam...

Yes, as MSTeele said, it is most likely because you have not confirmed your bank account. There were a few within my company who had done the same, added bank but not confirmed. We added the same audit rule so all our users switched to electronic payments must have their bank account information confirmed before they can submit a report.

AliciaHansen · ‎Feb 20, 2023

从我的理解服务助理is not possible. We did set up an audit rule so the reports can't be submitted with multiple payment types. This was done because we added Visa cards...

从我的理解服务助理is not possible. We did set up an audit rule so the reports can't be submitted with multiple payment types. This was done because we added Visa cards in addition to our AMEX cards. Plus, users were submitting credit card reports with their cash reimbursement expenses as well, causing an reconciliation nightmare. Now, users are required to move their Visa transactions to a different report which they have to create even with expense assistant, and same with cash/personal reimbursements. It's a pain, and like you, I would prefer if the reports were automatically created like the first one.

AliciaHansen · ‎Jan 31, 2023

We had a difficult time with our implementation, and this took forever to receive. I eventually received the Company ID from our implementation advisor at Bank of America.

AliciaHansen · ‎Jan 6, 2023

I came across the article for editing Attendees Lists Solved: Re: Attendee List Cleanup - SAP Concur Community I've noticed we have multiples of many employees, and also employees entered in as b...

I came across the article for editing Attendees Lists Solved: Re: Attendee List Cleanup - SAP Concur Community I've noticed we have multiples of many employees, and also employees entered in as business guests. My question is if I clean up the attendees list, will this change past reports or reports in progress? Also, can we have an attendees list of all employees, even ones not users in Concur? I'd like to turn off the ability to add an employee, but can't do that if it's only for users (though don't think it will help completely since they're adding employees as business guests). Thank you, Alicia

AliciaHansen · ‎Jan 6, 2023

Will turning on Expense Assistant work? Our employees have the ability to turn on Expense Assistant which automatically puts credit card receipts into a new report.

AliciaHansen · ‎Jan 6, 2023

This is probably already resolved, but jumping in to add we recently had this issue. I submitted a case request to Support Assistant and they were able to create an audit rule for me since I didn't h...

This is probably already resolved, but jumping in to add we recently had this issue. I submitted a case request to Support Assistant and they were able to create an audit rule for me since I didn't have access. Now all payment types which use the attendees field are now required to complete attendees.

AliciaHansen’s Posts

AliciaHansen’s Posts

Re: My expense report status stays as "Sent for Payment"

Re: Corporate Card Statement- Automatically Upload

Re: Accepted supporting documentation for expenses

Re: Airbnb not allowed in Policy

Re: Credit card was reimbursed but concur still shows the expense

Re: Approve & In Accounting Review

Re: This itemized entry has sub-entries with one or more exceptions

Re: sent for payment issue

Re: Need to change expense approver

Re: Getting alert to add second approver even after adding approver by editing the Approval Flow

Re: Expenses made using Amex is not reflecting in Concur

Re: Expense Report - Need to talk with live person

Re: outstanding credit card transactions that have not been submitted.

Re: Passport Expense Reimbursement

Re: Unable to submit expense report.

Re: Expense Assistant for Card transactions

Re: Bank of America Corporate Credit Card

Will cleaning up attendee list change reports?

Re: Auto Import Credit Card Charges to Expenses

Re: How can i make attendees mandatory to certain expenses?