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duffysk edited this page Sep 26, 2017 · 3 revisions

Concur

Concur is business travel and expense management software that allows employees to be in control of their expense while on the go.

The integration between Sapho and Concur lets managers to stay on top of their employees’ expense reports by notifying them when there is a new report to review. Managers can easily scan the expenses and approve the report or send it back to the employee right from Sapho. The report owner receives a notification about the decision (or status change) and any further actions he or she must take.

Micro Apps

Concur Expense Lookup

  • Provides ability to lookup Expenses in Concur platform

Concur Approvals

  • Provides List of Pending Reports with details of expenses and receipt images as well as filtering
  • Provides List of Reviewed Reports with details of expenses and receipt images as well as filtering

Concur Expense Lookup

  • Provides List of Submitted Reports with details of expenses and receipt images as well as filtering
  • Provides List of Reviewed Reports with details of expenses and receipt images as well as filtering

Concur Metrics

  • Provides simple Concur statistics like Overall Spendings over time and Spendings per categories

Events Notifications

User will be notified if any of listed events will occur

  • New Report(s) to Approve
  • Report(s) Approval Reminder
  • Report Status Update

Write Back Actions

User is able to run listed actions that will change state of Concur Reports. On Behalf write-backs are supported by setting the "Approver Email" parameter to User Email (session variable)

  • Approve Report
  • Send Back Report