SAP Business One Integration with Concur Overview

Transcription

1 SAP Business One Integration with Concur Overview SAP Business One Global Rollout October 2017 Customer

2 Concur takes you beyond automation to a completely connected spend management solution that grows along with your business. Expertise you won t outgrow Industry-leading innovation for your business Open ecosystem expands your view 2

3 About Concur 20 + Years as industry leader 6,800 Employees worldwide Offices in North America, Europe and Asia Pacific In a typical day 730K expense receipts uploaded 191K trips booked 70% Of Fortune 500 use Concur 120 Countries with client representation $87 BILLION in expenses processed in K mobile logins $187M invoices processed 3

4 Manage your company s employee spending with Concur Expense Concur Expense Connect your spend data into a single global system. Get visibility and better understand each financial transaction. Simplify the process for everyone. 4

5 Leverage SAP systems with Concur solutions native integration to better control your finances SAP S/4HANA Cloud SAP SuccessFactors Employee Central (Integration planned) SAP Business One* Concur Expense (Professional Edition) Concur Invoice** SAP ERP 6.0+ (on premise) SAP S/4HANA (on premise) SAP Business One* (on premise) Seamless data integration between SAP systems and Concur solutions gives you secure end-toend visibility of all your spending in real time. *Integration in restricted shipment **Currently not available for SAP Business One 5

6 Advantages of Data Integration Faster processing of expenses for faster payments End-to-end, timely visibility into spending from pre-trip planning to final settlement of payments Successful financial posting and full process transparency in both systems Saves time, optimizes resources, and a future-proof investment 6

7 Integration Replaces Manual Processes SAP Business One Concur Software Master data Manual Master and transactional data Financial posting Integration Framework for SAP Business One (B1if) Expense report 7

8 Data Flow between SAP Business One and Concur 1/2 Process SAP Business One Concur Software Master data replication Master data Data exchange monitoring Master and transactional data Spending data Financial posting Process feedback Expense report 8

9 Data Flow between SAP Business One and Concur 2/2 Data SAP Business One Employee data Cost Centers Projects Data replication Concur Software User profiles Connected Lists Financial posting & Reimbursement Spending data Process feedback Expense 9

10 Documents Process Flow Schedule retrieval from Concur process queue Save received documents Process financial postings Retrieve expense report Acknowledge receipt of documents Send posting acknowledgement or error message Process queue with expense reports ready for posting Remove expense report documents from queue Update expense report status; fix and resubmit if required 10

11 For more information about the Concur integration package, please see: SAP Note , including How-To Guide How-to Enable the Integration of Concur with SAP Business One in SAP Business One Scenario Package Documentation SAP Business One Integration with Concur

12 Thank you.