Cross posting an article I wrote about how to get started using Financial Integration Service APIs.
In this post, I explain how to use “Financial Integration Service” (FIS) to provide near real time bi-directional integration between SAP Concur and your systems. By providing feedback, it allows you to leverage Concur Expense for storing and reprocessing expense reports which reduces maintenance costs.
Tim - sorry to go back on a fairly old post. I read your refrenced post and found it interesting. I have a very specific need to be able to "extract" PCard transactions for a period of time that should match-up to what the card provider is going to bill me (this is a card that the company is responsible to pay the full balanced each month). I do pay for the additional services of a report developer - should that person be able to give me the information needed to "deliver" a report via the SFTP process? We are opening a ticket to start the conversation, just wanted to get your thoughts.
@bhargreaves Thanks for posting in the SAP Concur Community. Do you use Company Billed Statements? You can definitely build a custom Cognos Report or request the build of a custom extract file. Let me know if you have further questions.
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@leedau Thank you for your response. Yes, we are Company Bill/Company Pay. We tried to go down the "custom extract" route and maybe it is terminology, but we got hung up on the fact that SAP could not customoize the SAE file (and said they could not create me a similar one), as that is only submitted and approved items. While we try really hard, there always seem to be a couple users that do not get their reports approved in time for us to make the payment. So customizing the SAE file to include all transactions that should be on the statement did not work. We do have a report developed that does represent all transactions and ties to our statements. We are now working with our report developer on how we can get that scheduled and sent to a SFTP site to be picked up. Thank you and @TChapman for the guidance !