Concur NetSuite Integration

Expense Reports

Concur ➝ NetSuite

• Expense report approved in Concur

• Create Vendor Bill or Journal Entry in NetSuite

• Sync employee, departments, GL accounts, receipts, tax, and classes

Employee Reimbursements

NetSuite ➝ Concur

• Reimbursement processed in NetSuite

• Update payment status in Concur

• Send notifications to employees

Employee Master Data

NetSuite ➝ Concur

• New hire or update in NetSuite

• Create or update employee profile in Concur

• Sync name, email, department, supervisor, employee ID

GL & Chart of Accounts

NetSuite ➝ Concur

• COA updates in NetSuite

• Sync GL accounts, departments, locations, classes, projects, or segments to Concur for coding expenses accurately

Project or Job Codes

NetSuite ➝ Concur

• Push codes to Concur for employees to tag expenses correctly

Corporate Card Transactions

Concur ➝ NetSuite

• Post credit card journal or vendor bill in NetSuite

• Sync vendor name, expense category, memo, receipt attachment

Receipts & Attachments

Concur ➝ NetSuite

• Expense submitted with receipt

• Attach receipt PDF/image to NetSuite transaction