Concur to Deltek Vision Help and FAQ
General knowledge articles for the Vision Concur connector
Retrieve a Previously Downloaded Batch From Concur Due to a variety of factors including service outages at Concur, your Deltek environment, or other fa...
Mon, 6 Jun, 2022 at 1:35 PM
Retrieve a manual Payment Extract Pull for Concur Expense Standard Edition After a Payment Batch has been fully processed in Concur, follow these steps to...
Wed, 11 May, 2022 at 10:25 AM
The Concur Connector utilizes Deltek's Workflow Engine to run jobs like pushing Projects, Employees or Vendors, as well as extracting approved and proce...
Thu, 5 Oct, 2023 at 2:04 PM
Concur Expense Account Codes Standard Edition: You will find Concur Expense Account Codes under Administration > Expense (& Invoice) Settings ...
Wed, 3 Jan, 2024 at 12:20 PM
When you are collecting information on VAT in Concur and have elected to show the tax information in the tax tables that Deltek provides on the Expense Entr...
Mon, 6 Jun, 2022 at 1:45 PM
The main staging area for reports downloaded is Concur Utility: This will show a representation of each Batch from SAP Concur. It’s where you’ll...
Thu, 28 Oct, 2021 at 11:47 PM
***IMPORTANT NOTE***: It is important to ensure that your payment type in Concur on your credit card is set to "Reimbursement offsets NOT used. ...
Mon, 6 Jun, 2022 at 1:44 PM
When using the Concur Invoice connector, you will need to setup the default banks. If you have multi-company enabled, you will need to enter a default bank...
Mon, 6 Jun, 2022 at 1:43 PM
Concur will send VAT information for an expense line item in separate line items. The Blackbox connector has the functionality to combine these again on yo...
Mon, 6 Jun, 2022 at 1:42 PM
If you are trying to populate the Concur Utility record and receiving an error about that tax code these are the steps to take to try to rectify the issue. ...
Mon, 6 Jun, 2022 at 1:43 PM