OmniFY for Microsoft Dynamics NAV & Dynamics 365 Business Central Connector for SAP Concur Expense Integration

Built using Microsoft Dynamics technologies No Middleware or Per Transaction Costs, OmniFY is a registered Microsoft Add-on Solution that resides in your Microsoft Dynamics Solution

 

  • Save Time with Automatic and Schedule Expense Report Downloads

  • No Middleware

  • Module Resides in Business Central

  • Built with Visual Studio Code AL Technologies

  • Process Expenses, Dimensions, Corporate Credit Card Transactions

OmniFY is loaded with all the features that you would need to process Concur expenses in Dynamics NAV seamlessly and easily, thats not all OmniFY uses Microsoft Dynamics Job Queue Entries to schedule interactions with Concur.

Integration to SAP-Concur Expense Standard

Seamless integration using Microsoft Dynamics 365 Business Central Job Queues for scheduled download of expense data between Dynamics 365 Business Central and SAP-Concur Expense Standard which retrieves Expense Reports, Dimensions and Receipt Images from Concur.

OmniFY Expense Report Processing

This will allow your users to process expenses submitted in SAP-Concur for Corporate Credit Cards and/or Out-of-pocket expense to General Ledger Payables and Expense Accounts along with any associated dimensions and receipt images attached to expense reports.

Steps to Activate

The following steps to be completed before the module can be fully activated and integrated to SAP-Concur Expense Standard.

  1. Letter of Authorization
  2. Activation Wizard
  3. License Key

Letter of Authorization

As an SAP-Concur certified app center partners, Omni Logic Solutions requires a “Letter of Authorization” signed by the client who already is using SAP-Concur Expense Standard in their day to day operations.

This can be obtained by contacting Omni Logic Solutions, Inc at helpdesk@omnilogicsolutions.com 

Activation Wizard

After the “Letter of Authorization” is submitted to SAP-Concur we are ready to start the Activation Wizard.

Please contact Omni Logic Solutions, Inc at helpdesk@omnilogicsolutions.com so we can assist in the Activation Process.

Activation Wizard

After the “Letter of Authorization” is submitted to SAP-Concur we are ready to start the Activation Wizard.

Please contact Omni Logic Solutions, Inc at helpdesk@omnilogicsolutions.com so we can assist in the Activation Process.

License Key

After the Activation has been completed, the extension requires a valid License Key which will be provided by Omni Logic Solutions, Inc before the module is fully functional and activated.

The License Key can be requested from “OmniFY Expense Setup” on or before expiry.

Using the search, type OmniFY Expense Setup to bring up the Setup page.

 

General FastTab

  1. Source Code : Select a Source Code that will be used when expenses and payables are processed to the Ledgers
  2. LCY Code: Enter the LCY Code (Local Currency Code) of your region (USD or CAD)
  3. Download Receipts: Set this to True (on) so the connector can download Receipt Images submitted with the Expenses.

 

Payables FastTab

 

  1. Payables Document Type: Specifies the payables document that will be created when an expense report is posted. You can select between Journals and Invoices.
  2. Journal template Name: If you select Journal in #1, specify the journal template that will be used to process payables for the expense reports to be posted.
  3. Journal batch Name: If you select Journal in #1, specify the journal batch of the selected template type that will be used to process expense reports.
  4. Journal Posting Date: Specify the date as of which the journals should be posted.
    1. Report Date: The date as of which the expense report was created in Concur will be used to post the journals. This is fetched from the Report Date field in the expense report.
    2. Submitted Date: The date as of which the expense reports were submitted in Concur will be used to post the journals.
  5. Payables Journal Post: Specifies whether the expense journal entries will be automatically posted or will require a user to post them manually.

Numbering FastTab

 

  1. Expense Report Nos.: Select a number series that will be used to assign numbers to expense reports downloaded from Concur.
  2. Employee Nos.: Select a number series that will be used to create Concur Users in Dynamics 365 Business Central
  3. Payment Batch Nos.: Select a number series that will be used to create Payment Batches

Your Content Goes Here

Your Content Goes Here

Your Content Goes Here

Your Content Goes Here

Your Content Goes Here