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.

For more information, click here.

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.
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.

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.