Run Integration

The Concur Expense integration for Sage may be run on-demand or scheduled to run in the background at a specified time.

  1. Access the schedule area by opening the Schedule tab on the primary navigation strip.

  1. To run an integration on-demand:
    1. Select the Job Id from the drop down list.
    2. Double click the empty row in the schedule grid.
    1. Set the Frequency to ‘Now’ and leave the start and end times as defaults.
    2. Press the Green tick.

  1. To schedule an integration to run at a later time:
    1. Select the Job Id from the drop down list.
    2. Double click the empty row in the schedule grid.
    3. Change the Frequency drop down from Now to the desired frequency.
    4. It is recommended a description is also entered so the schedule can be easily identified if it needs editing.
    5. The Start Date/Time field controls the date & time the schedule is first fired, where each subsequent firing of a schedule are based.

Example

To setup a Daily schedule which runs at 7AM each day, the date part of the Start Date/Time will determine the first day which the schedule is fired, and the Time part would be set to 7AM.

Example

To set a monthly schedule to run @ 9:30PM on the second day of each month, one would set the Date Part to the 2nd day of the current month and the Time part to 9:30AM.

  1. Press the Green Tick at the bottom of the form to save the changes.
  2. Watch The Audit Report appear in the right hand panel.