Concur Invoice Standard Edition Administration Help

Accounting

The Accounting page allows you to enter company information that will let SAP Concur target the configuration defaults to your industry and accounting practices.

To enter your industry information:

  1. Select the type of industry that your company works in from the list. If none of the industries match your company, select the closest industry. SAP Concur will use this information to target the default cost data to track.

  2. Click Save.

To enter your accounting software:

  1. Click the accounting software you use from the list. If you do not use any of the software listed, click Other, and then enter the name in the text field. If you do not use accounting software, click None.

  2. Click Save.

QuickBooks clients only:

To connect to QuickBooks using QuickBooks Web Connector:  

Click the Connect to QuickBooks button, and follow the instructions to import your QuickBooks settings and configure the data transfer from SAP Concur to QuickBooks.

To view your imported QuickBooks data (after completing the integration):  

Click My QuickBooks Data to see the accounting information that SAP Concur imported from QuickBooks.

To define your alternate accounting settings:

  1. On the Accounting page, select whether or not you want to use alternate account codes for expense types based on user or expense information.

  2. Choose from the following options:
    • We have alternate account codes: This option allows you to enter a second set of account codes (alternate) when mapping to the GL

    • We do not have alternate account codes: The system will not display any options to add or view alternate account codes

  3. Click Save.