SAP Concur helps organizations manage employee expenses and related travel-and-expense processes. The Concur integration with Unanet AE ERP connects projects, employees, expense information, vendors, and invoices to reduce manual processing and improve project-cost visibility.
Key benefits
- Reduce manual expense and invoice entry
- Align Concur expenses with Unanet AE projects
- Improve visibility into project costs and expense activity
- Standardize employee, project, currency, vendor, and expense-code matching
Integration overview
The Concur integration for Unanet AE ERP synchronizes project and work-breakdown-structure information from Unanet AE ERP to Concur, including employee, project, currency, and expense-code matching. Approved expense reports and related expense details can be transferred from Concur into Unanet AE ERP, and vendor synchronization and vendor-invoice import are also supported.
How it works
Active projects from Unanet AE ERP are sent to Concur on a recurring schedule, where project, phase, and task information is available for expense coding. Approved expense reports are checked regularly, matched to Unanet AE employees using work email, and imported with associated expense details and receipt images.
Vendor records created or updated in Unanet AE ERP can be synchronized to Concur. Approved invoices are matched to vendors, projects, and expense codes before purchase journals are created in Unanet AE ERP. Paid invoices can also create disbursement journals.