Integrate Concur Expense to Microsoft Dynamics GP

The Resource Group recently held our annual RG Connect customer conference. During this event, we conducted a session with Concur – the leader in expense management solutions. Concur (https://www.concur.com/index.html) is a Software as a Service (SAAS) platform designed with mobility, innovation, and global support to provide organizations of all sizes with easy to use travel and expense management processing. We have several clients who already use Concur and our concurrent session was well attended. Towards the end of the presentation, we provided an overview on how to integrate Concur with Microsoft Dynamics® GP.

The most common integration that we see with our clients is to import approved Concur Expense Report transactions to Microsoft Dynamics GP Payables Management. Concur handles all of the process for submission of the expense report for an employee finishing as an approved expense. The final step is to get the approved expense into Microsoft Dynamics GP. Concur provides a very flexible Excel based export file format to accommodate what a client needs in accounting. Once the file has been downloaded, the integration with GP Payables can be accomplished in multiple ways.

Option 1 – Integration Manager

Integration Manager already has a prebuilt AP import sample which can be modified to meet the needs of the Concur file. This is a one-time setup and will be used to batch import approved expenses on demand.

Option 2 – AP Copy/Paste from Excel

AP Copy/Paste from Excel is a product sold by The Resource Group to allow users to copy AP data from an Excel spreadsheet and paste it into a window in GP. This product uses eConnect to validate the data for errors.

Link to a web demo of AP Copy/Paste: http://www.youtube.com/watch?v=KthPngLPhJg

Employees are set up as Vendors in Microsoft Dynamics GP. Once the Concur file has been imported and validated, reimbursing employees is simply a matter of regular AP processing. Below, you will see an example of the integration flow.

 

Concur to Microsoft Dynamics GP integration flow

Contact a Microsoft Dynamics GP partner like The Resource Group to learn more about expense management solutions, which integrate with your Microsoft Dynamics GP platform.

by The Resource Group

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