With Concur, you can keep track of your expenses and stay productive on the go. Large and small businesses can easily track business travel and manage expense reports anytime - from anywhere - with Concur.
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Specify the following information for Concur and click Continue.
Field | Description |
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Account Name | A short, descriptive name that helps you reuse this account in future. |
Field | Description |
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User Name | Username to login to Concur. |
Password | Password to log into your Concur account. |
App Key | Follow these steps to get the App Key from your Concur account. |
Secret Key | Follow these steps to get the App Key from your Concur account. 1) Login to your Concur account. 2) Go to the Administration > Company > Web Services. 3) Click Register Partner Application link. 4) Double-click on the Partner Application (If partner application does not exist then create a new one). 5) Under Application Authorization, the Key is displayed. |
Provide the username and password to login to your Concur account and click Sign in.
Click Allow to allow Adeptia to access your account.
Triggers
A trigger specifies when a particular Transaction will start executing. While configuring the Source application, you find a Trigger drop-down list.
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Trigger Name | Description | ||
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All Allocations | Triggers and retrieves all allocations per entry or report. | ||
Get an Allocation by ID | Triggers and retrieves a specific allocation. | ||
All Attendee Types | Triggers and retrieves all attendees types. | ||
Get an Attendee Type by ID | Triggers and retrieves a specific attendee type. | ||
All Attendees | Triggers and retrieves all attendees. | ||
Get an Attendee by ID | Triggers and retrieves a specific attendee. | All Connection Requests | Triggers and retrieves all connection requests. |
Get a Connection Request by ID | Triggers and retrieves a specific connection request. | ||
All Digital Tax Invoices | Triggers and retrieves all digital tax invoices. | ||
Get a Digital Tax Invoice by ID | Triggers and retrieves a specific digital tax invoice. | ||
Updated Digital Tax Invoice | Triggres when a digital tax invoice is updated. | ||
All Expense Entries | Triggers and retrieves all expense entries. | ||
Get an Expense Entry by ID | Triggers and retrieves a specific expense entry. | ||
All Entry-Attendee Associations | Triggers and retrieves all entry-attendee associations. | ||
Get an Entry-Attendee Association by ID | Triggers and retrieves a specific entry-attendee association. | ||
All Expense Group Configurations | Triggers and retrieves all expense group configurations. | ||
Get an Expense Group Configuration by ID | Triggers and retrieves a specific expense group configuration. | ||
All Expense Itemizations | Triggers and retrieves all expense itemizations. | ||
Get an Expense Itemizations by ID | Triggers and retrieves a specific expense itemization. | ||
Get Latest Booking | Triggers and fetches the latest hotel and air booking for a particular user. | ||
All List Items | Triggers and retrieves all list items. | ||
Get a List Item by ID | Triggers and retrieves a specific list item. | ||
All Lists | Triggers and retrieves all lists. | ||
Get a List by ID | Triggers and retrieves a specific list. | ||
Get Localization Data | Triggers and retrieves all localized string of various codes in invoice. | ||
All Locations | Triggers and retrieves all locations. | ||
Get a Location by ID | Triggers and retrieves a specific location. | ||
All Opportunities | Triggers and retrieves all opportunities. | ||
New Opportunity | Triggers when a new opportunity is created. | ||
Get a Payment Request by ID | Triggers and retrieves a specific payment request. | ||
All Payment Request Digests | Triggers and retrieves all payment requests digest. | ||
Get a Payment Request Digest by ID | Triggers and retrieves a specific payment request digest. | ||
New Payment Request Digest | Triggers when a new payment request digest is created.Get a Purchase Order Receipts by ID | Triggers and retrieves a specific purchase order receipt information. | |
Get a Purchase Order by ID | Triggers and retrieves a specific purchase order. | ||
All Quick Expenses | Triggers and retrieves all quick expenses. | ||
Get a Quick Expense by ID | Triggers and retrieves a specific quick expense. | ||
All Reports | Triggers and retrieves all reports. | ||
Get a Report by ID | Triggers and retrieves a specific report. | ||
New Report | Triggers when a new report is created. | ||
New or Update Report | Triggers when a new report is created or an existing report is updated. | ||
New Report Digest | Triggers when a new report digest is created. | ||
All Requests | Triggers and retrieves all requests. | ||
Get a Request by ID | Triggers and retrieves a specific request. | ||
New or Updated Request | Triggers when a new request is created or an existing request is updated. | ||
All Invoices | Triggers and retrieves all invoices for calculating the tax. | ||
New or Updated Invoice | Triggers when a new invoice is created or an existing invoice is updated. | ||
All Suppliers | Triggers and retrieves all suppliers. | ||
Get a Supplier by ID | Triggers and retrieves a specific supplier. | ||
All Users | Triggers and retrieves all users. | ||
All Vendors | Triggers and retrieves all vendors. |
Actions
An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) application, you find an Action drop-down list.
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Action Name | Description |
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Create Expense ReportAttendee | Creates a new expense reportattendee. |
Update Attendee | Updates an existing attendee. |
Delete Attendee | Deletes an existing attendee. |
Create Attendee Type | Creates a new attendee type. |
Create Update Attendee TypeCreates a new | Updates an existing attendee type. |
Delete Attendee type | Deletes an existing attendee type. |
Create Quick Expense | Creates a new quick expense. |
Update Quick Expense | Updates an existing quick expense. |
Delete Quick Expense | Delets an existing quick expense. |
Create Expense Entry-Attendee Association | Creates a new entry-attendee association. This is an association between an expense entry and an attendee. |
Update Entry-Attendee Association | Updates an existing entry-attendee association. |
Delete Entry-Attendee Association | Deletes an existing entry-attendee association. |
Create Entry | Creates a new expense entry. |
Update Entry | Updates an existing expense entry. |
Delete Entry | Deletes an existing expense entry. |
Create Itemization | Creates a new expense itemization. |
Update Itemization | Updates an existing expense itemization. |
Delete Itemization | Deletes an existing expense itemization. |
Create List Item | Creates a new list item. |
Update List Item | Updates an existing list item. |
Delete List Item | Deletes an existing list item. |
Create List | Creates a new list. |
Update ListCreate Entry Attendee Association | Updates an existing list. |
Create Report | Creates a new entry attendee associationreport. |
Update Report | Updates an existing report. |
Create or Update User Account Information | Creates a new user account or updates a an existing user account information. |
Update User Password | Updates an existing user account password. |