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Save time and money by integrating Concur with Sage

Does expense reporting give your accounting team headaches? The process of collecting expenses through recording transactions to settlement and reimbursement can be a manual and time consuming endeavor. But, it doesn’t have to be. RKL eSolutions delivers an integration for Sage 500 and Sage X3 with Concur Travel & Expense solutions.

Why Concur?

Concur is the industry-leading expense management and reporting solution for companies of all sizes.   Concur handles everything from trip logistics to expense reporting; working with Corporate Credit Card merchants through an intuitive user interface. Users and managers can opt for a browser-based experience or mobile application for expense entry, reporting, and approvals.

Concur Connector Settings

How does Concur connect to Sage?

In summary, we use WebServices and standard Sage product utilities to import expense data that is captured by Concur. File mappings and other parameters define the business rules for field validation, security and exception reporting. The expense records from Concur are used to create Voucher batches in Sage for reimbursement along with General Ledger details for proper expense recognition.  The integration is delivered as a Concur Connector and is installed on your Sage launchpad.

Why do you need the Concur Connector?

Importing expense details from Concur eliminates the manual, redundant data entry of your accounting team. Upon extracting manager-approved expense records from Concur, your accounting team can import complex transactional details across multiple companies, multiple currencies, project phases and tasks into AP Vouchers automatically. Expense ledger codes are defaulted by items meaning reconciliation, reimbursement and credit card settlement will save your team time and money.

Still Not convinced?

Download product spec sheet to learn more about integration highlights and mobile functionality. Contact us for a free demonstration.

Walt Goodfield

Written by Walt Goodfield

Walt is based in Cleveland, OH and has been selling, implementing, and supporting ERP software for over 25 years. Currently, he is the Chief Business Officer at RKL eSolutions, driving revenue growth through customer acquisition and strategic business partner alliances.