Name: Working with Company Bill Statement Reports in SAP Concur
Uploaded: 2023-11-2
Duration: 220 s
Description: When you are using Purchasing Cards, also known as P-Cards, the entire purchasing process is integrated with Company Bill Statements, providing your company with more control and visibility. This video shows you step-by-step instructions on how to modify a Company Bill Statement Report and submit it for approval.

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<div><div>When you are using Purchasing Cards, also known as P-Cards, the entire purchasing process is integrated with Company Bill Statements, providing your company with more control and visibility. This video shows you step-by-step instructions on how to modify a Company Bill Statement Report and submit it for approval.</div></div>

Working with Company Bill Statement Reports in SAP Concur

Working with Company Bill Statement Reports  When you are using Purchasing Cards, also known as P-Cards, the entire purchasing process is integrated with Company Bill Statements, providing your company with more control and visibility. Company Bill Statements are processed similarly to a regular expense report. An administrator sets up your Purchase Card settings and sets the time-frame for the report to run. Note that when you are working on a P-Card report, you will not be able to manually enter your expenses. Company Bill Statements are automatically created for each billing cycle and are accessible on the SAP Concur home page from your Open Reports section. In the following example, you will see how to modify a Company Bill Statement report and submit it for approval. To begin, in the Open Reports section, select the P-Card report. Your transactions are categorized and exceptions are noted for each expense in the report. Depending on your configuration, you might need to edit some of the expenses before you attach the required receipts and submit the report. For example, some transactions might not be assigned to an expense category and are listed as Undefined. In this example, there is a transaction for some online fees that have not yet been assigned to an expense category. To assign an undefined expense, first select the transaction. Then, on the Details tab, select the Expense Type dropdown arrow, and then select Internet/Online Fees. If you are required to attach receipts, you can select Add Receipt. You can also itemize and allocate your entry-level expenses if necessary. Note that you can continually update expense types and attach receipts throughout the statement period. For this example, select Save Expense. You can review your credit card details by placing your mouse pointer over the Payment Type link. To modify the automated report details, select the Report Details dropdown menu, and then select Report Header. On the Report Header screen, modify any necessary information for your P-Card report. Required fields are indicated with a red asterisk. Note that the Business Purpose field is automatically pre-populated with the date range for the P-card statement. You can modify it if needed. Note, if your company has over 500 transactions within a statement period, an addendum report will automatically be created with the :1 added to the end of the report name. Addendum reports might also be created if a statement report has already been submitted, and additional transactions in the submitted statement date range are imported into your system. After you have made all your modifications, select Save. If you need to view or modify the approval workflow, select the Report Details dropdown menu, and then select Report Timeline. Depending on your company's configuration, using the Edit link, you can modify the assigned Manager Approval or Approval for Processing flow that was assigned by your administrator. Note that if you modify the Approval flow, you can submit the report from within that pop-up window. Your administrator determines when you are allowed to submit the report. You might not be allowed to submit the report until after the period closes, or even several days after it closes. Select Close. Note that you can continually update expense types and attach receipts throughout the statement period. After you have made all your modifications, select Submit Report. The Company Bill Statement report is now submitted for approval, and you are returned to the Manage Expenses screen.