Expense Coding is the foundational piece of the integration. This feature syncs your jobs, equipment, and GL Accounts from Sage 100 Contractor to SAP Concur so that your employees can code their expense reports accurately. The integrations will make sure that your expense coding data is automatically maintained appropriately in Concur to mitigate accounting errors. For example, a Job will be automatically added to the list when it is “Open” and delete it when it is changed to “Closed”.
This feature moves employee information from the Payroll Employee module in Sage 100 Contractor to Concur so that User profiles are automatically created when new employees are onboarded. Note: User profiles in Concur require some information that is not always available in Sage 100 Contractor without the addition of custom fields.
In Concur, Cost Object Approvers are required when your expense report approval workflow requires the approver to be based on a Job selected on the expense report rather than the employee submitting the report. For example, rather than having expense reports approved by an employee’s manager, the expense report is approved by the Project Manager on the Job. This optional feature sends the Approver information to Concur to enable this workflow.
The integration supports two options for inserting invoices into Sage 100 Contractor:
Option A) 1 invoice per expense report transaction. If an expense report contains 10 line items, this approach will insert 10 invoices into the ERP.
Option B) 1 invoice per expense report. If an expense report contains 10 line items, this approach will insert 1 invoice into the ERP with 10 line items.
When SAP Concur is connected to your accounting system, the integration will automatically create AP Invoices in your ERP for each approved expense report and invoice.
The integration automatically performs daily syncs between SAP Concur and your ERP to eliminate data errors and duplicate effort.
Automatically keep your user list in SAP Concur up to date so your managers can approve expenses quickly.