Concur Connector Setup

Initial Configuration of Blackbox Concur Connector

Mapping Concur Expense Types to Deltek Expense Categories
Background:  Some firms have a setting to require Expense Categories on entry of Deltek Expense Reports (Configuration > Time & Expense > Company ...
Thu, 11 Oct, 2018 at 9:52 AM
Schedule Project Push Operations
Your Deltek Administrator is responsible for ensuring that your scheduled workflows run every night.  Projects are typically pushed on a nightly basis for i...
Fri, 19 Oct, 2018 at 12:01 PM
Concur Standard -- Setting Up a Service Account User
For users on the Concur Standard (Universal) edition, we will require a service account user (ex. WSAdmin@yourdomain) with the following permissions: 1....
Tue, 7 Sep, 2021 at 5:06 PM
Connector for Concur Expense - How big are images pulled from Concur Receipts to Vision Expense Filestream entries?
In concur images are typically stored in a raster PNG file format. In Vision, these are converted to PDF-A format when transferred using the Blackbox Connec...
Wed, 26 Apr, 2017 at 2:54 PM
I have Projects that are not Pushing to Concur
Info Center / Hub for Tracking in Vision / VantagePoint All projects that are being pushed to Concur have a record in the Concur List Item Info Cente...
Fri, 9 Apr, 2021 at 1:33 PM
Push Employees to Concur Users Returns an error on the State/Province Code (Deltek Vision)
Concur uses a format for regional codes that comply with ISO 3166-2-2007 standards.  You can find the regional codes they use here: https://www.iso.org/obp...
Mon, 6 Jun, 2022 at 1:37 PM
Concur Standard Setup - How do I configure my Expense Types in Concur and Vision?
Concur Expense Account Codes You will find Concur Expense Account Codes under Administration >> Expense (& Invoice) Settings >  Expense Type f...
Tue, 19 Nov, 2019 at 12:40 PM
How to I push a single project to Concur immediately from Vision?
On-Demand Individual Project Creation in Vision Browse to the Projects Info Center Lookup a Project you wish to synchronize Click the Push to Concur but...
Mon, 6 Jun, 2022 at 1:35 PM
Initiate a pull of Expenses/Invoices from Deltek Vision (Concur Professional Only)
Expenses must be fully through the approval process, including Processing, in Concur.  In Deltek, browse to Blackbox > Blackbox Connector Configuration...
Fri, 24 Apr, 2020 at 3:00 PM
How to Schedule a Project or Employee Push to catch up
Projects - Browse to Configuration > Workflow > Scheduled workflow and select the Project application.  Copy the workflow BB_Concur Push Project Rec...
Thu, 5 Jul, 2018 at 3:56 PM