Import expenses and invoices directly from Concur

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Amy Hudson
6 years ago
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HBiz Apps product: website url: contact: position: email: HBiz Concur Import for MYOB Exo http://www.horizonbiz.com.

au Import expenses and invoices directly from Concur Horizon Development s integration closes the loop between MYOB Exo and Concur; allowing people to purchase in either system, receive, match and

2 HBiz Apps product: website url: contact: position: HBiz Concur Import for MYOB Exo Software Development Division Development - Products, Horizon Business Systems development@horizonbiz.com.au Import expenses and invoices directly from Concur Horizon Development s integration closes the loop between MYOB Exo and Concur; allowing people to purchase in either system, receive, match and approve the invoices in Concur and easily import the invoices into MYOB Exo when approved for payment - dramatically reducing the processing time for each invoice received by Accounts Payable. Easily and accurately track expenses and capture incoming invoices using cutting edge technology such as Optical Character Recognition (OCR) on photos of receipts or scanned/pdf invoices. Product Features HBiz Concur Import for MYOB Exo Job & Stock Integration Imports Invoices to MYOB Exo Imports Expenses to MYOB Exo Smart error handling and Reporting contact horizon: Development Team e: development@horizonbiz.com.au w: 2

Product Process Enter, Approve and Send for Payment expenses and invoices in Concur. For Professional Concur install, a nightly batch will be created with all transactions sent for payment.

3 Product Process Enter, Approve and Send for Payment expenses and invoices in Concur. For Professional Concur install, a nightly batch will be created with all transactions sent for payment. For Standard Concur installs, user release batches manually. HBiz Concur Import will run nightly downloading the extracts from Concur and attempt to process them into Exo. Any errors will be logged and parked for review. Once errors have been reviewed and fixed (due to unmatched accounts, GL Codes etc ), reprocess to complete import into Exo. Implementation The team at Horizon Business Systems provides implementation of the HBiz Concur Import app, which includes the following: - Installation of HBiz Concur Import app on server. - Authorisations and connections between HBiz Concur Import, Concur and MYOB Exo. - Set up of User Profiles - Testing of data flow. Please note that Horizon can assist with additional consultancy work or development provided within either MYOB Exo or Concur, Data Manipulation, Data Migration or services and this can be quoted and/or charged on a separate consultancy basis. contact horizon: Development Team e: development@horizonbiz.com.au w: 3

4 Pricing Concur Import for MYOB Exo license fee and support includes the following: - A licence to use the integration application and service. - Support via the Development Team at Horizon Business Systems. - Ongoing maintenance and upgrades to the integration application. - Where changes to configuration are required, this will be included (via support) through the licence fee. Please note that this fee is determined from a 3 month rolling average on transaction volume. Pricing for the initial month will be based on an agreed estimate and adjusted thereafter based on usage within the first month. INVOICES (standard & professional) (s ITEM COST Implementation cost $525 AUD TIERED ONGOING SUPPORT MONTHLY FEE (not including GST) Up to and including 100 Invoices p/month $50 AUD Invoices p/month $85 AUD Invoices p/month $170 AUD Invoices p/month $300 AUD Invoices $425 AUD EXPENSES (standard & professional) ITEM COST Implementation cost $525 AUD TIERED ONGOING SUPPORT (standard) MONTHLY FEE (not including GST) Up to 20 Expense Reports $50 AUD Expense Reports $85 AUD Expense Reports $130 AUD Expense Reports $170 AUD Expense Reports $300 AUD Expense Reports $425 AUD contact horizon: Development Team e: development@horizonbiz.com.au w: 4

5 Screenshots Sample Expense Extract GL Matchup Supplier Matchup Sample expense extract pushed to MYOB Exo contact horizon: Development Team e: w: 5

6 quick look horizon Office Hours: Monday to Friday 8:30am 5:00pm (WA public holidays excluded) Addresses Office Telephone Main Number: Option 1 Sales Option 3 Consultants Option 5 Development all Development Product related enquiries all Sales related enquiries all Admin/Accounts/Licence enquiries Option 2 MYOB Exo Support Option 4 Accounts Invoicing Monthly Licence fee for Development Products is by Annual (payable in advance) or Monthly (direct debit) Payment Terms & Options Codes cannot be issued before payment is received. Payable via Cheque, Direct Deposit (preferred), Credit Card (2.8% fee applies) or Direct Debit Bank Details BOQ, Subiaco Account Name: Horizon Business Systems Pty Ltd BSB #: Account #: Remittance to accounts@horizonbiz.com.au or quote your Invoice # as reference. Please visit our website for information: contact horizon: Development Team e: development@horizonbiz.com.au w: 6

HOW INTEGRATION WORKS...

Contents INTRODUCTION... 1 How to Use This Guide... 1 Software Editions Supported... 2 HOW INTEGRATION WORKS... 3 INTEGRATION RULES... 4 SYNC SETTINGS... 7 General Settings... 7 Send Settings... 8 Get