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RapidStart - Expense Reports/Concur

  • 1.  RapidStart - Expense Reports/Concur

    Posted 18 days ago

    What would be the easiest way to use RapidStart to bring in expense reports from Concur into our NAV 2017 On Prem#? Would it be worth trying RapidStart or would it be easier to use another method to get from Concur into Dynamics NAV?

    We currently have Concur set up with the Jobs, Job WBS Codes, and GL data that resides in NAV.
    We have 3 different types of credit cards (3 separate G/L accounts) that our employees use. In addition each week we have an Excel file from Concur that we could use to build an import into RapidStart.

    Source Tables Impacted
    Purchase Header
    Payment Method (payment method such as the specific credit card)
    Job
    WBS
    Dimension Value
    Project Category
    Resource


    Thanks!!

    #Functional
    #BC/NAVPlus
    #3rdPartyTechnologiesandServices
    ​​​​​​

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    Lukas Sundahl
    STI
    TULSA OK
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  • 2.  RE: RapidStart - Expense Reports/Concur

    GOLD CONTRIBUTOR
    Posted 18 days ago
    I would advise engaging your partner to do some custom development.

    You could attempt to bring the expenses in as purchase journal lines, but you will not be very happy with the results. I've done a few expense report integrations, and I've always found it best to have the import create a Purchase Invoice. You can make the invoice number be the expense report number for easy reconciliation; expense reports usually have multiple lines and multiple expense types (company-paid versus employee-paid) which will not work very well in a purchase journal, and then you have a posted document after the fact for documentation. If you use a journal, you have nothing after posting but a G/L register and a payable.

    Other reasons for doing a customization rather than using rapid - you will probably have to do some mapping. Concur may not have your exact employee (vendor) numbers, or dimensions may not be exact.

    But even with the mapping, translations, and purchase invoice creation, this is not a large mod. You can also use Job Queue if you want the imports to be automatic.

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    Kyle Hardin
    NAV Developer
    ArcherPoint Inc.
    Duluth GA
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  • 3.  RE: RapidStart - Expense Reports/Concur

    Posted 17 days ago
    While Rapid Start might be great for a basic integration, I am not sure it is going to handle the Jobs and such that you are using as well.  We have helped with many Concur to NAV / BC integrations using SmartConnect for our customers. 

    We would be happy to discuss the option with SmartConnect if you would like.  We can easily bring in the "standard" Concur data and then just add the mappings for the additional setup that you have.

    https://www.eonesolutions.com/smartconnect/overview/

    Just let me know or contact our team at sales@eonesolutions.com if you would like to discuss your project further and we can get you in touch with a resource.

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    Nicole Albertson
    Product Manager
    eOne Solutions
    Fargo
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  • 4.  RE: RapidStart - Expense Reports/Concur

    SILVER CONTRIBUTOR
    Posted 17 days ago
    Our partner set us up with Bestborn Business Solutions.  They have an integration module that sits inside NAV and connects with Concur.  We chose to go the Purchase Invoice route however they also offer the General Journal posting.  We have corporate credit cards and direct employee reimbursements.  We do not have jobs.  The implementation went well and they were good to work with.  Well worth the time and costs (reasonable) to implement.

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    Kari Strandberg
    Accounting Manager
    Bernatello's Pizza, Inc
    Maple Lake MN
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