We have a client on v2021 that wants to import AP invoices from Concur. I built a VI job that works fine with their extraction, as long as there is only one distribution line/GL account for the invoice. They don't seem to be able to understand what we're asking for. Or they can't provide a file in which for a given invoice, there is a separate row that summarizes invoice lines for a given GL account (i.e., one line per GL account distribution. Rather, they are dumping each line, where there are multiple lines for the same GL account.
Does anyone have experience with getting the Concur extraction we are looking for?
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Barbara Goldstein
Sr. Consultant
DSD Business Systems
San Jose CA
800.627.9032 x221
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Original Message:
Sent: 03-02-2020 21:01
From: Phil McIntosh
Subject: Concur Connector / Integration
I am downloading from the Concur API and doing BOI imports into Sage 100. So I assume it could be done for the Expense program in a similar fashion but I have not seen that API to be sure.
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Phil McIntosh
President
Friendly Systems, Inc.
Asheville NC
678.273.4010 ext 5
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Original Message:
Sent: 03-02-2020 15:33
From: Larry Bradford
Subject: Concur Connector / Integration
AP expense reimbursement. Some with CC and some paying directly to the vendor. I setup VI jobs in the past. What are you doing?
Larry Bradford, CPA, MSA | Senior Financial Systems Analyst
D 703.913.3500 **NEW EXTENSION** X101
C 703.963.7213
F 703.738.6112
Accounting Technology, LLC
LBradford@accounting-tech.com
Remote Support: http://www.accounting-tech.com/remote
Original Message------
Is this for the Expense app or the AP integration (invoice approval and payments)? I have one for the AP side.
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Phil McIntosh
President
Friendly Systems, Inc.
Asheville NC
678.273.4010 ext 5
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