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Concur User Guide

In this guide

  • 1. Installing IMan

    Ready to start your Concur Connector installation? The first step is installing realisable IMan, covered by this easy to follow user guide.

  • 2. Setup

    Everything installed and ready to be used? We now cover the important task of setting up Concur correctly to work properly on your system.

  • 3. Error Resolution

    Concur installed and ready to use? Let us show you how to manually process an expense in the event of an error.

get up and running with the Realisable Connector for Concur

Document Purpose

This document describes the steps required to install, setup and run the Concur Connector for Sage.

Before the integration is ready to be used, the following steps must be completed:

Installing IMan
  1. System Requirements
  2. Installation
  3. Licensing Iman
IMan Setup
  1. IMan Login
  2. Change Credentials
  3. SMTP
  4. Email Groups
  5. Permissions
Concur Setup
  1. Concur Security
  2. Cost Tracking
  3. Expense Types
  4. Tax Codes
  5. File Export Configuration
  6. Employee ID Field
Sage 50 Setup & Expense Import
  1. Security
  2. Sage Data Objects
  3. Third Party Integration Key
  4. Integration Options
  5. System Connectors
  6. Payment Batches
  7. Audit & Processing
  8. Run Integration
  9. Error Handling
Sage 200 Setup & Expense Import
  1. Security
  2. Integration Options
  3. System Connectors
  4. Multi-Currency
  5. Multi-Entity Posting
  6. Project Accounting
  7. Payment Batches
  8. Audit & ProcessinG
  9. Run Integration
  10. Error Handling
Sage 300 Setup & Expense Import
  1. Security
  2. Integration Options
  3. System Connectors
  4. Multi-Currency
  5. Multi-Entity POsting
  6. Payroll
  7. Project & Job Costing
  8. Payment Batches
  9. Audit & Processing
  10. Run Integration
  11. Error Handling
Error Resolution
  1. Closed Payment Batches
  2. Erroneous Expenses

Important

It is essential that these steps are taken correctly in order for the integration to work effectively!