Link bookings to report

[jdaffer]

I am having difficulties when making my report, getting the trip I booked linked to it.  I am booking with concur and later creating my reports. They do not link up in the end and my report red flags me as not having booked.  I'm sure I simply need to do it a different way.  Any help or suggestions?

[AshleyB]

Hi @jdaffer

Thanks for posting!

If I understand you correctly and you are looking to linking your itinerary to your expense report. I believe this post Getting Air Itineraries to Automatically or Easily Forwarded from Travel to Expense would have the solution you are looking for. 

Hope this helps!

[kfallon]

I booked a hotel in Concur. It is listed in my Trip Library. However, there is no discernible way to start an expense report from it OR link it to an expense report I've already started. I've checked all the drop down menus.

[KevinD]

@kfallon hello there. Ashley is no longer with SAP Concur. The good news is, I am here. 🙂

Give this a try. On the SAP Concur home screen below the Trip Search area you should see a small section labeled My Trips. The trip name will be a link you can click on. This should bring up the option to Expense the trip. This will start a new expense report that contains the trip items. 

Let me know if this works. Be sure to tag me in your reply by starting your post with @KevinD. That will notify me of your reply. 

[kfallon]

Hi @KevinD, actually, soon after I posted, I finally figured it out, but yes, that's what I did. HOWEVER, even though I did that, the report would still put an exception saying it wasn't linked to a travel reservation.

[KevinD]

@kfallon hmmm...is the exception red or yellow?

[kfallon]

@KevinD  I don't remember but I just submitted the travel reimbursement as is and explained in the comments that I had booked in Concur, but it wouldn't link the rez even though I created the report from the trip library. I included the included the agency locator number and confirmation.

[kfallon]

@KevinD @I definitely appreciate your input. It would be helpful if Concur would include an option to link a trip reservation from within an already created expense report or while looking at the trip reservation. We also have to create expense reports from travel requests

[KevinD]

I know this may seem like an obvious question, but are you booking your business trips through SAP Concur Travel? 

If so, you should see those itinerary items/trip segments on the Expense side of things. If you are not seeing the itinerary items in SAP Concur Expense, then there might be some other issue with those items going over to Expense. 

Do you have a current example of a recently booked trip by chance in your account? If so, I could go in and take a look. If you PM me your name and full company name, I can go look. Without a recent trip, it will be pretty difficult to help troubleshoot the issue.

Kevin