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 Concur and click Continue.
Field | Description |
|---|---|
Account Name | A short, descriptive name that helps you reuse this account in future. |
Field | Description |
|---|---|
User Name | Username to login to Concur. |
Password | Password to log into your Concur 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 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. |
| 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. |