Automate the import of expense accounts from accounting systems into Concur.
The feature enables users to quickly import expense-related accounts directly from an accounting system into Concur Expense, to simplify and accelerate the initial setup process. It automatically creates and maps expense types and account codes, eliminating the need for manual configuration. Upon connecting to accounting software such as QuickBooks Online, Xero, or by uploading a chart of accounts file manually, Concur Expense automatically translates the data into a fully configured expense type and account code setup. Previously, expense types and account codes had to be set up manually through the user interface. Available to all customers on the Concur Expense Standard platform, this feature streamlines the setup process and ensures alignment with financial systems from the start.
Overview
Automated Expense Type Import
Reduce the time and effort required for expense type administration by automating the import of accounts from accounting systems
Automated Expense Type Mapping
Automate the mapping of expense types and account codes, making the initial setup process is faster and easier
Manual Entry Elimination
Eliminate manual entry and decrease administrative workload but also improve the user experience
Details
Solution type
AI Feature
Compatibility
Works with
Concur Expense
