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