Integrating Payment Manager with Financial Systems

Objective

After completing this lesson, you will be able to integrate Payment Manager with financial systems.

Financial Connections

Caution

Contact SAP Concur Customer Support for further assistance setting up a connector.

Integrating your financial systems with SAP Concur can streamline your expense management processes. By connecting to financial systems, you can automate the creation and downloading of transaction files, which can then be imported into various accounting software such as QuickBooks, Sage, or ADP. This integration ensures that all approved expenses are efficiently processed and reimbursed.

When setting up the connection, it is important to refer to the SAP Concur setup guide specific to your financial system. This guide provides detailed information on fields, character lengths, and file formats required for successful integration. Once connected, some functionalities may vary based on the financial system in use, so it is crucial to understand these differences to fully leverage the integration capabilities.


Concur Integration for ADP User Guide	Concur Integration for ADP User Guide
Financial Integration Service (FIS) Setup Guide	Financial Integration Service Setup Guide
QuickBooks Integration Using Concur Financial Integration Service Setup Guide for Concur Standard Edition	QuickBooks Integration Using Concur Financial Integration Service - Setup Guide for Concur Standard Edition
Sage 100 Integration Setup Guide for SAP Concur	Sage 100 Integration Setup Guide for SAP Concur

Note

For detailed user guides, integration instructions, and additional resources, visit the Help Portal.

Common Integration Problems

You may encounter various issues when integrating SAP Concur with financial systems, which can disrupt the process. Here's a list of key actions to consider that will help prevent or resolve these common issues:

Identify Common Errors
Start by identifying common errors that occur during integration, such as mismatched data fields or failed connections.
Check System Compatibility
Ensure that the financial system and SAP Concur are compatible and configured correctly to avoid integration issues.
Review Audit Trails
Review the audit trails in the Payment Manager to trace any discrepancies or errors in the integration process.
Verify Data Formats
Confirm that the data formats used in transaction files match the required specifications for both systems to ensure smooth integration.

References

Title	Link
Concur Expense Standard Edition Tools Guides - Payment Manager	Concur Expense Standard Edition Tools Guides - Payment Manager
Concur Expense Standard Edition Tools Guides - Expense Payment Manager	Concur Expense Standard Edition Tools Guides - Expense Payment Manager

Summary

Thank you for completing this unit!

Throughout these lessons, you've gained a solid foundation in managing and processing expense reports using the Payment Manager. This unit provided an in-depth look at the full cycle of expense report handling - from the basics of using the Payment Manager to integrating it with financial systems.

Before you move on from this unit, there is a knowledge check to help reinforce and assess what you've learned.

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