Combine multiple AMEX posted charges with one receipt when creating Expense Reports?

[dianadragonfly]

Staff uses AMEX to charge social media ads with vendor; AMEX posts charges from vendor as single lines based on date the ad runs; vendor sends one invoice (receipt) with one total for xx ads that ran that month.

When preparing monthly AMEX Expense report, the user is unable to use "combine expenses" to choose the xx number of individual posted charges and combine against the one vendor invoice (receipt)- tried doing it in both Available Expenses, and by moving it to an Expense Report and choosing all charges to combine with one receipt. User has to upload the receipt xx number of times and click receipt/charge line and click "combine expenses" to attach receipt to individual charge.

Is there a more efficient/less time-consuming way to attach receipts to charges without having to upload multiple copies of the same receipt to meet compliance issue? We are using standard version. Would Professional Version address this issue?

Any help would be appreciated. Thank you for any suggestions.

[samasuraj]

Hi @dianadragonfly 

Topic: Combine multiple AMEX posted charges with one receipt when creating Expense Reports?

Please check the below. Hope this helps.

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This is SAP Concur Expense – Multiple AMEX Charges with One Receipt scenario

Why Combine Expenses is not working?

Combine Expenses is generally intended to merge eligible expense items, such as an imported corporate card transaction with a manually created expense. It is not designed to consolidate multiple distinct AMEX charges into one expense simply because they share a monthly invoice.

Standard Edition:

1. Create an expense report.
2. Add all individual AMEX transactions.
3. Attach the same monthly invoice to each expense.
4. Add comments referencing the consolidated invoice.

Professional Edition:

1. Navigate to Administration → Expense Admin → Site Settings.
2. Enable Allow multiple use of the same receipt.
3. Upload the invoice once.
4. For other expense entries, select Attach Receipt → Receipts in Report.
5. Reuse the uploaded invoice.

Recommendation: Professional Edition supports receipt reuse, reducing repeated uploads.

Note: Neither edition combines multiple distinct AMEX charges into one transaction simply because they share an invoice.

Thanks & Regards

--

Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant

[dianadragonfly]

Thanks for the suggestion. 

We were hoping to be able to apply one receipt/invoice to multiple single AMEX charges (not combine the AMEX into one lump sum, if that makes sense?). So if there were 4 single line AMEX charges, but one invoice with the 4 charges combined for one single amount, we wanted to apply the same receipt to 4 single lines without having to upload it 4 times.

Any thoughts or suggestions?

[KevinD]

@dianadragonfly SAP Concur does not support attaching one image to multiple entries in one fell swoop. The image must be attached to each entry, unfortunately. 

However, you could consider not requiring line item receipts for these types of expense types which would allow the user to attach the receipt to the Report Header (or to the report as a whole). That way you get the one receipt that applies to multiple entries on one report. In other words, the receipt is attached once only. 

I would recommend this if you are trying to save time. 🙂

[samasuraj]

Hi  @dianadragonfly 

Topic: Combine multiple AMEX posted charges with one receipt when creating Expense Reports?

Please see the below. Hope this helps. 
——-
Yes—Concur Professional Edition supports this for expenses within the same report.

1. Ask your administrator to enable “Allow a multiple use of the same receipt for multiple expense entries within an expense report” under Administration → Expense Admin → Site Settings.
2. Upload and attach the invoice to the first AMEX entry.
3. For each remaining entry, select Attach Receipt Image → Receipts in Report → select the invoice → Attach.

The four AMEX charges remain separate. You upload the invoice once, then attach it individually to each charge. SAP’s guidance states this feature is unavailable in Standard Edition. 

Thanks & Regards

—

Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant