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Expense Management Solutions & NAV Integration

  • 1.  Expense Management Solutions & NAV Integration

    SILVER CONTRIBUTOR
    Posted 22 days ago
    Hi there,

    Does anyone recommend any expense management solutions like Concur that connects or is directly integrated with NAV and/or Business Central?

    Thanks,

    Paul

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    Paul Hendry
    Mommy's Bliss
    Richmond CA
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  • 2.  RE: Expense Management Solutions & NAV Integration

    SILVER CONTRIBUTOR
    Posted 22 days ago
    Edited by Paul Simpson 22 days ago
    My company went with Continia Expense and that's working out nicely. It has its own objects in NAV and the imaging (for receipts, etc.), is provided by a cloud service that connects to NAV through web services and I believe it is hosted on Azure. I haven't used Concur but I believe it may have some extra functionality/integrations not in Continia and maybe supports a wider range of banks, for instance, but we've been running for 10 months or so and so far we have not found that to be a problem. From memory, we have had two or three issues that needed to be investigated by Continia support (via our NAV partner) and they were dealt with quickly and efficiently. It may be a little harder to find a reseller for it near you but I get the feeling from their LinkedIn page that they are widening their reach.

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    Paul Simpson
    Business Analyst
    Vado
    Cheddar
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  • 3.  RE: Expense Management Solutions & NAV Integration

    Posted 22 days ago
    Here's an ISV that offers an integration between Concur and NAV.
    https://www.omnilogicsolutions.com/wp-content/uploads/2018/10/OmniFY-Expense-Concur-Expense-and-NAV-Integration.pdf

    I have used Concur as a standalone. The one thing I did like was that Concur offered booking services (flight,car & hotel) in comparison to Contina only capturing the expenses.

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    Alfredo Zelaya
    Megadyne Americas LLC
    Fairfield NJ
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  • 4.  RE: Expense Management Solutions & NAV Integration

    SILVER CONTRIBUTOR
    Posted 22 days ago
    Hi Paul,

    There are solutions available in market like CONTINIA, ZETADOCS etc ,I believe these might be quite expensive.

    Based on your requirement and budget, you can decide which solution fits the bill. In order to reduce costs but get equivalent or better quality solutions, you can also explore solutions from other partner companies - which may not be available on appsource. They definitely will have existing customers using their custom solutions and can also tweak it for your specific needs.



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    DEEPAK KUMAR
    BC/NAV Consultant
    AlleTechnologies Inc.
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  • 5.  RE: Expense Management Solutions & NAV Integration

    GOLD CONTRIBUTOR
    Posted 22 days ago
    We have used Expensify for years with no issues.

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    Liz McQuiston
    Corporate Controller
    Superior Walls of America
    New Holland PA
    Running NAV 2016, currently upgrading to BC on Prem
    ******************************
    BCUG/NAVUG Board of Advisors
    Delaware Valley Chapter Leader
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  • 6.  RE: Expense Management Solutions & NAV Integration

    SILVER CONTRIBUTOR
    Posted 21 days ago
    We've used Concur for years and had a good experience overall. It's pretty customizable and our field team loves the mobile app.

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    Tara Langley
    Accounting Manager
    Culver Franchising System, LLC.
    Prairie du Sac WI
    ------------------------------



  • 7.  RE: Expense Management Solutions & NAV Integration

    SILVER CONTRIBUTOR
    Posted 20 days ago
    Hi Tara,

    Thanks for your response. Are you using Concur for all of your AP including Credit Cards? And do you have it connected to NAV? It is the AP automation piece that I am most interested in.

    Thanks,

    Paul

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    Paul Hendry
    Mommy's Bliss
    Richmond CA
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  • 8.  RE: Expense Management Solutions & NAV Integration

    SILVER CONTRIBUTOR
    Posted 20 days ago
    @Paul Hendry We do not use Concur for AP.​

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    Tara Langley
    Accounting Manager
    Culver Franchising System, LLC.
    Prairie du Sac WI
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