Hello,
We are looking at using SAP Concur integrated with Kinetic. There is a post from 5 years back and there were mixed reactions. Does anyone use both SAP Concur and Kinetic and be willing to talk about their experience?
Hello,
We are looking at using SAP Concur integrated with Kinetic. There is a post from 5 years back and there were mixed reactions. Does anyone use both SAP Concur and Kinetic and be willing to talk about their experience?
How would you like to integrate?
Do you pay employees through Concur or through Kinetic?
Are you posting expenses to Projects?
Mark,
The integration would be to record and match invoices in Concur and send the information to kinetic, so only the invoice capture portion. Then Kinetic would post payment. No Employees or project expenses.
Do you have some example expenses and where you would like to see them posted?
Mark,
My current thought process is to pull invoices into AP Invoice Entry as a group.
Yes, that is what you want to do eventually.
How will you map GL numbers from Concur to Kinetic?
For examples, I hoping to hear: travel expenses, office supplies, non inventory items, meals/entertainment, etc.
Mark,
For invoices matched with PO’s it would be what the PO/line was tied to. For non-po invoices it would be a default GL attached to the Supplier.
Remember non inventory (Other) PO lines by default have no gl account.
My thought is a scheduled function to access the concur Api or you could use an Automation Studio recipe.
Before getting too much into solutions, I would recommend sitting down and doing some expense reports with the subject matter expert there. Watch what Kinetic needs to enter the batch. How will it get that information with Concur? You added PO items, which means there should be a receipt. What if there isn’t a receipt? How will you match the expense if there is a receipt? Your integration needs to simulate what the SMEs are doing manually today. I would document the cases (with/without PO/receipt, etc.) You can upload some data to Concur to use in dropdowns to solicit some information from the employee. We did this for Projects and Project Phases as well as expense types for travel. Concur will split up expenses up across several projects (like airfare and lodging) but it appears you won’t have to do that.
Get your business process known and then you will be in a better situation creating an integration.
I seem to recall that Concur charges extra for access to the API, FWIW. It may have changed since then…
Why does that not surprise me…