Concur

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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Field (Account) Information

While configuring the Source or Destination of a Transaction, you find an Account option to configure your application with Adeptia Connect. Using Account configuration, you need to specify the location from where the data is to be accessed. In this process, provide the details of the application account to grant permission to access data.

Specify the following information for Box:

Field	Description
Account Name	A short, descriptive name that helps you re-use this account in future.

Field	Description
Account Name	A short, descriptive name that helps you re-use this account in future.
Email Address	Email address to log into your Box account.
Password	Password to log into your Box account.

Triggers

A trigger specifies when a particular Transaction will start executing. While configuring the Source application, you find a Trigger drop-down list.

Following triggers are available for Concur at Source.

Trigger Name	Description
All Allocation	Triggers and retrieves all allocations.
New Opportunity	Triggers when a new opportunity is created.
New Report	Triggers when a new report is created.
New Report Digest	Triggers when a new report digest is created.

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.

Following actions are available for Concur at Destination.

Action Name	Description
Create Expense Report	Creates a new expense report.
Create Attendee	Creates a new attendee.
Create Attendee Type	Creates a new attendee type.
Create Quick Expense	Creates a new quick expense.
Create Expense Entry	Creates a new expense entry.
Create Itemization	Creates a new itemization.
Create List Item	Creates a new list item.
Create List	Creates a new list.
Create Entry Attendee Association	Creates a new entry attendee association.
Create or Update User Account Information	Creates or updates a user account information.