Concur User Guide

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:

  1. System Requirements
  2. Installation
  3. Licensing Iman
  1. IMan Login
  2. Change Credentials
  3. SMTP
  4. Email Groups
  5. Permissions
  1. Concur Security
  2. Cost Tracking
  3. Expense Types
  4. Tax Codes
  5. File Export Configuration
  6. Employee ID Field
  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
  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
  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
  1. Closed Payment Batches
  2. Erroneous Expenses

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