Connectors
Finance, Billing & Payments
SAP Concur
Travel and expense: expense reports, requests, receipts, budgets, and accounting exports
- Signs in with
- OAuth 2.0 sign-in
- Runs on
- Cloud or On-Prem Worker
- Operations
- 316
- Ready-made triggers
- 0
Connect SAP Concur
- In Neblex open Connect › Connections and click New Connection.
- Search for SAP Concur and give the connection a clear name.
- Fill in the fields. Secret values are encrypted and never shown again.
- Click Test, then Create Connection.
For services offered under Connect a Service you only sign in and approve access. Otherwise use Connect with OAuth2 with your own OAuth app. See Authorize with OAuth.
| Field | What to enter |
|---|---|
| GeolocationRequired | The data center of your SAP Concur entity, as the geolocation your token was issued with: the part before .api.concursolutions.com, for example us2, eu2, apj1, usg, us-impl or emea-impl.Example: us2 |
| Token endpointRequired | The OAuth 2.0 token endpoint of the same geolocation: https://<geolocation>.api.concursolutions.com/oauth2/v0/token. |
| Client IDRequired | The client ID of your SAP Concur application. |
| Client secretRequiredSecret | The client secret of your SAP Concur application. |
| Refresh tokenRequiredSecret | The company or user refresh token issued for the application (for example by the company request token flow). It is renewed automatically when SAP Concur returns a new one. |
| Token requestRequired | SAP Concur takes the client credentials in the token request body. |
Use it in a flow
- Open a flow, open the node library and search for SAP Concur.
- Drag it onto the canvas and choose an Operation and your connection.
- Map the operation's fields from earlier steps, or click Map with Matt.
- Use Test this step to see what it returns, then save.
To start a flow from SAP Concur without a ready-made trigger: a Poll for changes trigger can check one of its list operations on a schedule and pass on only what is new; if SAP Concur can send webhooks, a Webhook trigger receives them at its own URL.
Operations
316 operations in 47 groups. Each one is a step you can add to a flow.
Accounting integration v414
Add erp packageaddErpPackage | POST | Register an ERP integration. |
Delete erp packagedeleteErpPackage | DELETE | Unregister an ERP integration. |
Get accountsgetAccounts | GET | Get the ERP Account data |
Get company mappings for erpgetCompanyMappingsForErp | GET | Retrieve the configuration settings and mappings |
Get erp packagegetErpPackage | GET | Get the ERP integration details |
Get erp packagesgetErpPackages | GET | Get the details of all ERP integrations |
Get listsgetLists | GET | Get the ERP List names |
Get processing errorsgetProcessingErrors | GET | Retrieve the processing errors for a given request |
Get processing statusgetProcessingStatus | GET | Retrieve the status of a given request |
Get vendorsgetVendors | GET | Get the ERP Vendor data |
Patch accountspatchAccounts | PATCH | Update or delete the ERP Account data |
Patch listspatchLists | PATCH | Update or delete the ERP List names |
Patch vendorspatchVendors | PATCH | Update or delete the ERP Vendor data |
Update erp packageupdateErpPackage | PATCH | Update the registered ERP integration |
Allocations v32
Get a single allocationgetSingleAllocation | GET | Gets the allocation for the supplied ID. |
Get allocationsgetAllocations | GET | Gets all allocations per entry or report. |
Attendees v44
Create attendeecreateAttendee | POST | Creates a new attendee. |
Retrieve attendee by IDgetAttendeeV4 | GET | Retrieves an attendee by attendee ID |
Retrieve attendeeslistAttendeesV4 | GET | Gets all attendees owned by the specified user, or the user associated with the access token. |
Update attendeeupdateAttendee | PUT | Updates the specified attendee. |
Budget v416
Calls the concur midtier to fetches the list of expense types for the given entitygetExpenseTypes | GET | Calls the concur midtier to fetches the list of expense types for the given entity. |
Fetch all budget items for an entitysearchBudgetItemsPaged | GET | Fetch all budget items for an entity. |
Fetches a budget item by guidgetBudgetItem | GET | Fetches a budget item by guid. |
Fetches all of the budget categories in the system for an entitygetBudgetCategoryByEntityId | GET | Fetches all of the budget categories in the system for an entity. |
Fetches an individual budget category by the guidgetBudgetCategory | GET | Fetches an individual budget category by the guid. |
Fetches an individual fiscal year from the system by guidgetFiscalYear | GET | Fetches an individual fiscal year from the system by guid. |
Fetches the list of cost object fields in the system for an entitygetFieldListByEntityId | GET | Fetches the list of cost object fields in the system for an entity |
Fetches the list of fiscal years in the system for an entitygetFiscalYearByEntityIdAndBylastModifiedAfter | GET | Fetches the list of fiscal years in the system for an entity. |
Remove budget category by sync guiddeleteBudgetCategory | DELETE | Remove budget category by sync guid. |
Remove budget itemremoveBudgetItem | DELETE | Remove budget item |
Remove budget item permanentlydeleteBudgetItem | DELETE | Remove budget item permanently |
Remove fiscal yearremoveFiscalYear | DELETE | Remove fiscal year |
Save budget category. Creates a new budget category if one doesn't existsaveBudgetCategory | POST | Save budget category. |
Save budget item. Creates a new budget item if one doesn't existsaveBudgetItem | POST | Save budget item. |
Save fiscal year. Creates a new fiscal year if one doesn't existsaveFiscalYear | POST | Save fiscal year. |
Saves a list of adjustmentssaveAdjustments | POST | Saves a list of adjustments |
Cards v43
Create new credit card accounts as bulk operationpostAccountsBulk | POST | This API creates multiple credit card accounts in an asynchronous manner. |
Create new credit card transactions as bulk operationpostTransactionsBulk | POST | This API creates multiple credit card transactions in an asynchronous manner. |
Retrieve a bulk request by IDgetBulkRequestByCompanyAndRequestId | GET | Authentication is done via company JWT with required scope cards.bulkrequest.read. |
Cash advances v4.13
Create a Cash AdvancecreateCashAdvance | POST | Create a Cash Advance |
Get Details of a Cash AdvancegetCashAdvance | GET | Get Details of a Cash Advance |
Issue a Cash AdvanceissueCashAdvance | POST | Issue a Cash Advance |
Connection requests v3.24
Create a connection requestcreateConnectionRequest | POST | Creates a connection request on behalf of the specified user. |
Get a connection request by IDgetConnectionRequest | GET | Gets a connection request by ID. |
Get all connection requestslistConnectionRequests | GET | Gets all connection requests that match the TripLink supplier ID. |
Update a connection request by IDupdateConnectionRequest | PUT | Updates the specified connection request. |
Detokenizer v41
Get credit card account detailsgetCreditCardAccount | GET | Returns the credit card number encrypted with the public key provided in the request. |
Digital tax invoices v33
Get a single digital tax invoicegetSingleDigitalTaxInvoice | GET | Gets the specified digital tax invoice. |
Get digital tax invoicesgetDigitalTaxInvoices | GET | Gets all digital tax invoices that can be validated by the user based on the search criteria. |
Update a digital tax invoiceupdateDigitalTaxInvoice | PUT | Updates the specified digital tax invoice. |
Document compliance gateway v44
Check DCG health statushealthCheck | GET | DRC calls this API to check for health status |
Get a single digital tax documentfetchDocument | GET | Gets the specified digital tax document by documentId. |
Send Peppol Invoice DocumentreceiveInvoice | POST | DRC calls this API to send Peppol invoice to Concur |
Validate and upload digital tax documentuploadDocument | PUT | API for uploading digital tax document and upload displayed version of document |
Entry attendee associations v35
Create entry-attendee associationcreateEntryAttendeeAssociation | POST | Creates a new association between an expense entry and an attendee. |
Delete an entry-attendee associationdeleteEntryAttendeeAssociation | DELETE | Deletes the specified entry-attendee association. |
Get a single entry-attendee associationgetSingleEntryAttendeeAssociation | GET | Gets the specified entry-attendee association. |
Get all entry-attendee associationsgetEntryAttendeeAssociations | GET | Gets all entry-attendee associations owned by the user. |
Update an entry-attendee associationupdateEntryAttendeeAssociation | PUT | Updates the specified entry-attendee association. |
Event subscriptions v45
Create or update subscription webhooksaveWebhook | PUT | Allows you to create or update subscription webhook for allowed topic (look up Topic Management for details). |
Delete your subscriptiondeleteSubscription | DELETE | Allows you to delete an existing subscription. |
Fetch all of your subscriptions and subscription detailslistSubscriptions | GET | Allows you to fetch all of your subscriptions based on your Application ID found in the JWT (web token). |
Fetch allowed topicsgetAllowedTopics | GET | Fetch all allowed topics. |
Fetch your subscription detailsgetSubscription | GET | Allows you to fetch certain subscription details. |
Exchange rates v41
Upload custom exchange rates for an entityuploadExchangeRate | POST | Upload custom exchange rates for an entity. |
Expense report forms v1.13
Get all form typesgetFormTypes | GET | Retrieves the list of configured form types for the company. |
Get all forms by form typegetFormData | GET | Retrieves the list of configured forms for the specified form type. |
Get form fieldsgetFormFields | GET | Retrieves the list of configured form fields for the specified form. |
Expense reports v34
Create a new reportcreateReport | POST | Create an expense report with the supplied data. |
Gets a single reportgetReport | GET | Returns the specified report. |
Gets all reportslistReports | GET | Returns all reports owned by the user based on the search criteria. |
Update reportupdateReport | PUT | Updates the report specified in the URL. |
Expense reports v449
Adds an exception on the specified allocationsaveAllocationException | PUT | Adds an exception on the specified allocation specified by exceptionCode. |
Adds an exception on the specified expensesaveReportEntryException | PUT | Adds an exception on the specified expense specified by exceptionCode. |
Adds an exception on the specified reportsaveReportException | PUT | Adds an exception on the specified report specified by exceptionCode. |
Approves the specified reportapproveReport | PATCH | Advances the specified report to approved status. |
Approves the specified report using system userapproveReportAsSystem | PATCH | Advances the specified report to the next step if it is in a system step using system user. |
Associates a set of attendees to a specified expensepostExpenseAttendees | POST | To successfully associate attendees to the specified expense, the attendees and the expense entry must already exist. |
Creates a comment for the specified expensecreateReportEntryComments | POST | Creates a new comment for the specified expense. |
Creates a comment for the specified expense using system usercreateReportEntryCommentsWithCompanyJWT | POST | Creates a new comment for the specified expense using system user. |
Creates a comment for the specified reportcreateReportComments | POST | Creates a new comment for the specified report. |
Creates a comment for the specified report using system usercreateReportCommentsWithCompanyJWT | POST | Creates a new comment for the specified report using system user. |
Creates a new reportpostNewReport | POST | Creates a new report for the specified user. |
Deletes an exception on the specified allocationdeleteAllocationException | DELETE | Deletes an exception on the specified allocation specified by exceptionCode. |
Deletes an exception on the specified expensedeleteReportEntryException | DELETE | Deletes an exception on the specified expense specified by exceptionCode. |
Deletes an exception on the specified reportdeleteReportException | DELETE | Deletes an exception on the specified report specified by exceptionCode. |
Deletes the comment for the specified expensedeleteReportEntryComments | DELETE | Deletes the latest comment for the specified expense. |
Deletes the comment for the specified expense using system userdeleteReportEntryCommentsWithCompanyJWT | DELETE | Deletes the latest comment for the specified expense using system user. |
Deletes the comment for the specified reportdeleteReportComments | DELETE | Deletes the latest comment for the specified report. |
Deletes the comment for the specified report using system userdeleteReportCommentsWithCompanyJWT | DELETE | Deletes the latest comment for the specified report using system user. |
Get exceptions for the specified allocationgetAllocationExceptions | GET | Returns exceptions for the specified allocation. |
Get exceptions for the specified allocation using system usergetAllocationExceptionsTrustedOrCompanyJWT | GET | Returns exceptions for the specified allocation using system user. |
Get exceptions for the specified expensegetReportEntryExceptions | GET | Returns exceptions for the specified expense. |
Get exceptions for the specified expense using system usergetReportEntryExceptionsTrustedOrCompanyJWT | GET | Returns exceptions for the specified expense using system user. |
Get exceptions for the specified reportgetReportExceptions | GET | Returns exceptions for the specified report. |
Get exceptions for the specified report using system usergetReportExceptionsTrustedOrCompanyJWT | GET | Returns exceptions for the specified report using system user. |
Gets a list of itemization summaries for the specified expensegetReportExpenseItemizationsSummary | GET | Returns a list of itemization summaries for the specified expense. |
Gets all allocations for the specified expensegetAllocationsExpenseReports | GET | Retrieves the allocations that belong to a specific expense ID on a specific report ID. |
Gets all expense summaries for the specified reportgetReportExpensesSummary | GET | Returns all expense summaries for the specified report. |
Gets comments for the specified expensegetReportEntryComments | GET | Returns comments for the specified expense. |
Gets comments for the specified expense using system usergetReportEntryCommentsTrustedOrCompanyJWT | GET | Returns comments for the specified expense using system user. |
Gets comments for the specified reportgetReportComments | GET | Returns comments for the specified report. |
Gets comments for the specified report using system usergetReportCommentsTrustedOrCompanyJWT | GET | Returns comments for the specified report using system user. |
Gets expense attendee associationsgetExpenseAttendees | GET | Returns attendees associated with the specified expense. |
Gets expense attendee associations using system usergetExpenseAttendeesTrustedOrCompanyJWT | GET | Returns attendees associated with the specified expense using system user. |
Gets expense details for the specified expensegetReportExpenseDetail | GET | Returns expense details for the specified expense. |
Gets report details for the specified reportgetReportDetails | GET | Returns report details for the specified report. |
Gets specified allocation for the specified reportgetAllocationById | GET | Retrieves the details of the specific allocation of an expense entry on a report. |
Gets the reports to approvegetReportsToApprove | GET | Returns the reports to approve for the specified approver. |
Gets the requests associated with the specified reportgetRequestAssociations | GET | Returns the requests associated with the specified report. |
Recalls the specified reportrecallReport | PATCH | Recalls the specified report to an unsubmitted state. |
Removes expense attendeesdeleteAttendees | DELETE | Removes all attendees associated with the specified expense. |
Sends back the specified reportsendBackReport | PATCH | Sends back the specified report, returning it to an unsubmitted state. |
Sends back the specified report using system usersendBackReportAsSystem | PATCH | Sends back the specified report, returning it to an unsubmitted state using system user. |
Updates (limited fields) the specified expense in an un-submitted or submitted reportupdateReportExpenseUsingShortURL | PATCH | Updates the specified expense in an un-submitted or submitted report and is restricted to modify 'Business Purpose', 'Custom/Org unit', 'Expense Rejected' and 'Paper Receipt Received'... |
Updates a comment for the specified expenseupdateReportEntryComments | PUT | Updates latest comment for the specified expense. |
Updates a comment for the specified expense using system userupdateReportEntryCommentsWithCompanyJWT | PUT | Updates latest comment for the specified expense using system user. |
Updates a comment for the specified reportupdateReportComments | PUT | Updates latest comment for the specified report. |
Updates a comment for the specified report using system userupdateReportCommentsWithCompanyJWT | PUT | Updates latest comment for the specified report using system user. |
Updates a specified allocationupdateReportAllocation | PATCH | Updates the details of the specific allocation of an expense entry on a report. |
Updates the report headerupdateReportV4 | PATCH | Updates the report header in an un-submitted expense report specified and is flexible for modifying multiple attributes in the schema |
Financial integration v44
Acknowledges successful retrieval of financial transaction(s)acknowledgeTransactions | POST | This API allows a financial system to acknowledge/confirm that it has successfully retrieved one or more financial transactions and will begin to process those transactions. |
Confirms results of financial transactions payment postingpostErpPaymentConfirmations | POST | This API allows financial posting results to be sent to Concur. |
Confirms results of financial transactions postingpostErpPostingConfirmations | POST | This API allows financial posting results to be sent to Concur. |
Retrieves a list of financial transactionsgetTransactionDocs | GET | If docId is not present, the results are paged, page size is 100 by default if limit is not specified. |
Identity v410
Create User Identity ProfilecreateUserIdentityProfile | POST | Creates a user's identity profile. |
Delete User Identity ProfiledeleteUserIdentityProfile | DELETE | Delete all data associated with User Profile by Id |
Get all schemasgetSchemas | GET | Fetch all supported schemas |
Get SchemagetSchema | GET | Fetch schema by Id |
Get Service Provider ConfigurationsgetServiceProviderConfig | GET | Queries service provider configurations. |
Get Service Provider ConfigurationsgetServiceProviderResourceTypes | GET | Queries service provider resource types. |
Replace User Identity ProfilereplaceUserIdentityProfile | PUT | Replaces a user's identity profile. |
Retrieve UsersgetUsers | GET | Retrieves all users of a given company. |
Retrieves User Identity ProfilegetUserIdentityProfile | GET | Retrieves a unique user based on the user's UUID. |
Update User Identity ProfileupdateUserIdentityProfile | PATCH | Updates applicable attributes in the user's identity profile. |
Identity v4.111
Create UsercreateUser | POST | Create a new User Identity Profile within a Company Resource |
Delete UserdeleteUser | DELETE | Delete all data associated with User Identity Profile by Id |
Fetch all schemasgetSchemasV41 | GET | Fetch all supported schemas |
Fetch all UsersgetUsersV41 | GET | Retrieve all User Profiles within a Company resource |
Fetch SchemagetSchemaV41 | GET | Fetch schema by Id |
Fetch UsergetUser | GET | Retrieve a User Identity Profile by Id |
Filter for Users within a CompanyfilterUsersWithinCompany | POST | Retrieve all matching user profiles by a unique query |
Get Service Provider ConfigurationsgetServiceProviderConfigV41 | GET | Queries service provider configurations. |
Get Service Provider ConfigurationsgetServiceProviderResourceTypesV41 | GET | Queries service provider resource types. |
Patch UserpatchUser | PATCH | Update an existing User Identity Profile by Id |
Replace UserreplaceUser | PUT | Update an existing User Identity Profile by Id |
Images v18
Get an expense report entry image URLgetExpenseEntryImage | GET | Retrieve an expense report entry image URL. |
Get invoice image URLgetInvoiceImage | GET | Retrieve invoice image URL. |
Get receipt image URLgetReceiptImage | GET | Receive receipt image URL. |
Get report image URLgetReportEntryImage | GET | Retrieve expense report image URL. |
Post expense entry imageaddExpenseEntryLineItem | POST | Uploads a receipt image and associates it with the expense entry that matches the supplied entry ID. |
Post expense report imageaddReportImage | POST | Uploads a receipt image and associates it with the report that matches the supplied report ID. |
Post invoice imageaddInvoiceImage | POST | Uploads an invoice image and associates it with the invoice that matches the supplied request ID. |
Post receipt imageaddReceiptLineItem | POST | Uploads a receipt image and associates it with the OAuth consumer. |
Invoice pay v47
An endpoint to get the extracted invoices for payment confirmationgetExtractedInvoiceList | GET | An endpoint to get the extracted invoices for payment confirmation. |
An endpoint to get the newly paid invoices for payment confirmation and update those invoices with the extracted dategetPaidInvoiceList | POST | An endpoint to get the newly paid invoices for payment confirmation and update those invoices with the extracted date. |
Client ERP can use this API to update the status of payments in concur systemupdatePayments | POST | Client ERP can use this API to update the status of payments in concur system |
Payment Providers can use this API to get details of payments marked to be paid by themlistProviderPayments | GET | Payment Providers can use this API to get details of payments marked to be paid by them |
Payment Providers can use this API to update the ERP Document Number of an invoiceupdateInvoicePaymentMetadata | PATCH | Payment Providers can use this API to update the ERP Document Number of an invoice. |
Payment Providers can use this API to update the status of payments made by themupdateBulkPayments | POST | Payment Providers can use this API to update the status of payments made by them |
Payment Providers can use this API to update the status of payments made by themupdatePayment | POST | Payment Providers can use this API to update the status of payments made by them |
Itemizations v35
Create expense itemizationcreateExpenseItemization | POST | Creates a new expense itemization for the specified expense entry. |
Delete an expense itemizationdeleteExpenseItemization | DELETE | Deletes the specified expense itemization. |
Get a single expense itemizationgetSingleExpenseItemization | GET | Gets the specified expense itemization. |
Get expense itemizationsgetExpenseItemizations | GET | Gets all expense itemizations owned by the user, with optional filtering parameters. |
Update an expense itemizationupdateExpenseItemization | PUT | Updates the specified expense itemization. |
Itinerary v42
v4 - Get Trip Ids by CompanylistTripIds | GET | Gets the upcoming trips for the given company. |
v4 - Get Trip recordgetTrip | GET | Gets the trip record |
List items v410
Create a list item with provided request bodycreateListItem | POST | Returns the newly created list item |
Create list items for a specific list with provided request bodycreateBulkListItem | POST | Returns the status of the bulk request |
Delete a list item by IDdeleteListItem | DELETE | Returns a status code result |
Delete a list item by list item ID from a particular listdeleteListItemFromList | DELETE | Returns a status code result |
Get a list item by IDgetListItem | GET | Returns the list item |
Get the direct children of a list itemlistListItemChildren | GET | Returns the list item children |
Get the direct children of a list item in a particular listlistListItemChildrenInList | GET | Returns the list item children |
Get the first level list items for a given List IDlistFirstLevelListItems | GET | Returns the first level children list items for a list |
Update a list item with provided request bodyupdateListItem | PUT | Returns the updated list item |
Update or delete list items by long code for a specific list with provided request bodyupdateBulkListItem | PATCH | Returns the status of the bulk request |
Lists v46
Create a list with provided request bodycreateList | POST | Returns a new list |
Delete a listdeleteList | DELETE | Returns a status code result |
Get a list with provided list IDgetList | GET | Returns an existing list |
Get all lists for the given companylistLists | GET | Returns all lists |
Get the lists for a given category IDgetListsForCategory | GET | Returns the lists for the category |
Update a list with provided request bodyupdateList | PUT | Returns the updated list |
Localized data v31
Get localized string of various codes in InvoicegetLocalizedData | GET | Returns the localized string of various codes in Invoice. |
Meetings v417
Add multiple attendeesaddAttendeesBulk | POST | Add multiple attendees to a meeting in a single request. |
Add single attendeeaddAttendee | POST | Add a single attendee to a meeting. |
Create a new meetingcreateMeeting | POST | Create a new meeting |
Delete a meeting (soft delete)deleteMeeting | DELETE | Soft-delete a meeting by setting status to cancelled. |
Generate OTP login URL for a non-employee attendeegenerateLoginUrl | POST | Generate an OTP-based login URL that partners render as the "Book Travel" link for non-employee attendees. |
Get advance settings onlygetMeetingSettings | GET | Retrieve only the advance settings for a specific meeting. |
Get attendee detailsgetAttendee | GET | Retrieve details for a specific attendee. |
Get company-level form data for meeting creationgetCompanyFormData | GET | Retrieve the travel configs and their rule classes for a company. |
Get discounts onlygetMeetingDiscounts | GET | Retrieve only the discounts for a specific meeting, with optional filtering by travel type. |
Get full meeting details (metadata + settings + discounts)getMeeting | GET | Retrieve all information about a specific meeting. |
Get meeting metadata onlygetMeetingMetadata | GET | Retrieve core meeting information, excluding advance settings and discounts. |
List all meetingslistMeetings | GET | Retrieve all meetings for a company with optional filtering. |
List meeting attendeeslistAttendees | GET | Retrieve all attendees for a specific meeting. |
List meeting historylistMeetingHistory | GET | Returns audit history rows for a meeting and its child entities, newest first. |
Remove attendeeremoveAttendee | DELETE | Remove an attendee from a meeting. |
Update a meetingupdateMeeting | PATCH | Update an existing meeting using partial-merge semantics per RFC 7396 - fields omitted from the body retain their existing values. |
Update attendeeupdateAttendeeMeetings | PATCH | Update attendee information using partial-merge semantics per RFC 7396 - fields omitted from the body retain their existing values. |
Notifications v41
Post messages sessionpostMessagesSession | POST | This endpoint provides a way for SAP Concur partners to message users and notify them. |
Partner alerts v43
Edit Partner AlerteditPartnerAlert | PUT | Updates an existing alert with new payload data. |
Retrieve public keys for signature verificationgetJwks | GET | Authenticated endpoint for partners to retrieve Concur's public keys for validating signed message tokens. |
Submit Partner AlertsubmitPartnerAlert | POST | Accepts alert payloads from external partners, validates and transforms the data, then persists the alert and triggers downstream processes. |
Payment request digests v32
Get all payment requests digestslistPaymentRequestDigests | GET | Returns all payment requests digests based on the search criteria. |
Get payment request digestgetPaymentRequestDigest | GET | Returns the specified payment request digest. |
Payment requests v33
Create a Payment RequestcreatePaymentRequest | POST | Creates a new Payment Request with all relevant details including line items and associated allocations. |
Gets all Payment Request informationgetPaymentRequest | GET | Gets all relevant information (Payment Request Header, Payment Request Line Item and Payment Request Allocation) of a Payment Request. |
Update a Payment RequestupdatePaymentRequest | PUT | Updates a payment request with all relevant details including line items and associated allocations. |
Purchase order receipts v34
Create purchase order receiving information for a purchase order line itemcreatePurchaseOrderReceipts | POST | Creates purchase order receipts and associate if to purchase order line item and returns status of updation. |
Deletes a purchase order line item receiptdeletePurchaseOrderReceipt | DELETE | Deletes a existing purchase order line item receipt using the available parameters below. |
Gets existing purchase order receipts informationlistPurchaseOrderReceipts | GET | Gets existing purchase order receipts using below parameters. |
Updates purchase order receipts that are already in the systemupdatePurchaseOrderReceipts | PUT | Updates purchase order receipts that are already in the system and returns status of the update. |
Purchase orders v33
Create a purchase ordercreatePurchaseOrder | POST | Creates a purchase order and returns the status of the creation request. |
Get a purchase ordergetPurchaseOrder | GET | Retrieves information about the specified purchase order. |
Update a purchase orderupdatePurchaseOrder | PUT | Updates the specified purchase order and returns the status of the update request. |
Purchase requests v42
Create a new purchase requestcreatePurchaseRequest | POST | Create a Purchase Request based on provided header and line item details. |
Gets details of an existing purchase requestgetPurchaseRequest | GET | Gets purchase request details. |
Quick expenses v42
This API is used to create a quick expense with image. An image is requiredcreateQuickExpenseWithImage | POST | This API creates a new quick expense and attaches an image to it, which is provided with multipart/form-data request. |
This API is used to create a quick expense. This API does not support image creationcreateQuickExpense | POST | This API creates a basic expense with minimal fields. |
Receipt images v35
Append a receipt imageappendReceiptImage | PUT | Appends a receipt image to an existing image. |
Create a receipt imagecreateReceiptImage | POST | Upload a new receipt image. |
Delete a receipt image by IDdeleteReceiptImage | DELETE | Deletes the specified receipt image |
Get a receipt image URLgetReceiptImageURL | GET | Get a receipt image URL by image ID. |
Get all receipt IDs by userlistReceiptImages | GET | Get a list of all receipt IDs owned by the user associated with the access token |
Receipts v422
Bulk statusgetReceiptStatuses | POST | Get status information for multiple receipts at once. |
Create receipt sdrcreateReceiptSdr | POST | Create/update SDR data for a receipt. |
Digitized image by alternate query parametersgetDigitizedImages | GET | Get a digitized receipt image. |
Digitized image by IDgetDigitizedImage | GET | Get a digitized receipt image. |
Image by IDgetImageOnlyReceiptImage | GET | Get the image file for a given receiptId |
Image by IDgetReceiptImageV4 | GET | Get the image file for a given receiptId |
Image-only receipt by IDgetImageOnlyReceipt | GET | Get an individual image-only receipt by receiptId. |
Image-only receipts by userIdlistImageOnlyReceipts | GET | Get all v4 image-only receipts for a single user. |
New E-receiptcreateEReceipt | POST | Create a new E-receipt for a user. |
New image-only receiptcreateImageOnlyReceipt | POST | Create a new image-only receipt. |
Receipt by IDgetReceiptStates | GET | Get an individual receipt by receiptId, including state metadata. |
Receipt by IDgetReceiptV4 | GET | Get an individual receipt by receiptId. |
Receipt statechangeReceiptState | POST | Change the state of a receipt. |
Receipt statusgetReceiptStatus | GET | Get status information about a receipt. |
Receipts by userIdlistReceipts | GET | Get all v4 receipts for a single user. |
Receipts for a user by statelistImageOnlyReceiptsByState | GET | Get all v4 image-only receipts for a single user with a certain state. |
Receipts for a user by statelistReceiptsByState | GET | Get all v4 receipts for a single user with a certain state. |
Schema by IDgetReceiptSchema | GET | Get an individual schema by schemaId. |
Schema indexlistReceiptSchemas | GET | Returns objects with links to all available schemas, including the schemas used to validate E-receipts. |
SDRgetReceiptSdr | GET | Get the structured data record (SDR) for a receipt. |
SDR extractgetSdrExtracts | GET | Get a compressed extract file containing all SDR records for a given company from a one-month fiscal period. |
Service indexgetReceiptServiceIndex | GET | Get a list of links to all the receipts endpoints in this environment. |
Request group configurations v3.11
Get Request group configurationlistRequestGroupConfigurations | GET | Get the Request group configuration owned by the specified user, or all Request group configurations for the company. |
Requests v3.16
Create a RequestcreateRequestV3 | POST | Creates a new Request, with full or partial information. |
Get a Request by IDgetRequestV3 | GET | Returns a Request by ID. |
Get all RequestslistRequestsV3 | GET | Returns all Requests owned by the user. |
Recall a Request by IDrecallRequestV3 | POST | Recalls the specified Request from the approval workflow. |
Submit a Request by IDsubmitRequestV3 | POST | Submits a Request to the approval workflow. |
Update a RequestupdateRequestV3 | PUT | Updates all or partial request information. |
Requests v424
Create a new expected expensecreateExpectedExpense | POST | Creates a new expected expense within an existing Request. |
Create a new RequestcreateRequest | POST | Creates a new Request for a traveler. |
Create an Agency ProposalcreateAgencyProposal | POST | Enables the import of agency proposals into a Request, those proposals will be available in the proposal comparison screen at the traveler level. |
Delete an existing RequestdeleteRequest | DELETE | Deletes an existing Request. |
Delete an expected expense from the RequestdeleteExpectedExpense | DELETE | Deletes an expected expense from the Request. |
Get participants for a Budget RequestgetParticipants | GET | Get participants for a Budget Request |
Get the content of an existing cash advancegetRequestCashAdvance | GET | Provides the content of an existing cash advance. |
Get the content of an existing RequestgetRequest | GET | Provides the content of an existing Request, mainly the content of the Request header. |
Get the content of an expected expensegetExpectedExpense | GET | Provides the content of an expected expense. |
Get the description of a Travel Agency officegetTravelAgencyOffice | GET | Provides a high-level description of an given Travel Agency Office. |
Get the details of an existing allocation by idgetAllocation | GET | Provides the details of existing allocations by id within a Request. |
Get the list of Agency Proposals for a RequestgetAgencyProposals | GET | Provides the list of existing agency proposals within a Request. |
Get the list of cash advances assigned to an existing RequestgetCashAdvancesByRequest | GET | Provides the list of cash advances assigned to an existing Request. |
Get the list of comments for an existing expected expensegetCommentsByExpense | GET | Provides the list of comments for an existing expected expense (information displayed in the commentfield of the expected expense). |
Get the list of comments for an existing RequestgetCommentsByRequest | GET | Provides the list of comments for an existing Request (information displayed in the commentfield of the Request header). |
Get the list of exceptions linked to an existing RequestgetExceptionsByRequest | GET | Provides the list of exceptions linked to an existing Request. |
Get the list of existing Request Policies for a given userlistRequestPolicies | GET | Provides the list of existing Request policies active for a given user. |
Get the list of existing RequestslistRequests | GET | Provides the list of existing Requests. |
Get the list of expected expenses attached to a RequestlistExpectedExpenses | GET | Provides the list of expected expenses created within a Request with some content of each expected expense. |
Manage participants of a Budget RequestmanageParticipants | PATCH | Manage participants of a Budget Request |
Move an existing Request in the approval workflowworkflowAction | POST | Moves an existing Request within the approval workflow. |
Update the content of an existing AllocationupdateAllocation | PUT | Update the content of an existing Allocation. |
Update the content of an existing RequestupdateRequest | PUT | Updates the content of an existing Request. |
Update the content of an expected expenseupdateExpectedExpense | PUT | Updates the content of an expected expense. |
Sales tax validation v32
Get invoiceslistSalesTaxValidationRequests | GET | Gets invoices for the purpose of calculating sales tax. |
Update invoices with the calculated tax informationupdateSalesTaxValidationRequests | PUT | Updates the specified invoices with the calculated tax amount and tax rate. |
SCIM v412
Create User ProfilecreateUserProfile | POST | Creates a user's profile. |
Delete UserdeleteUserSCIM | DELETE | Delete all data associated with User Profile by Id |
Fetch all schemasgetSchemasSCIM | GET | Fetch all supported schemas |
Fetch UsergetUserSCIM | GET | Retrieve a User Profile by Id |
Get Service Provider ConfigurationsgetServiceProviderConfigSCIM | GET | Queries service provider configurations. |
Patch UserpatchUserSCIM | PATCH | Update an existing User Profile by Id |
Replace members of an existing GroupreplaceMembersGroup | PUT | Replaces members of an existing Group. |
Replace UserreplaceUserSCIM | PUT | Update an existing User Profile by Id |
Retrieve a Group by idgetGroupId | GET | Retrieve group data and its members |
Retrieve all groupsgetGroups | GET | Retrieve all groups available for a given company |
Retrieve UsersgetUsersSCIM | GET | Retrieves all users of a given company. |
Update members of an existing GroupupdateMembersGroup | PATCH | Update members of an existing Group. |
Spend documents v41
Get compliance documentsgetComplianceDocuments | GET | Retrive receipt document representations based on type |
Suppliers v32
Get a single Supplier by IDgetSupplier | GET | Returns a single Supplier ID |
Gets All Suppliers by Search CriterialistSuppliers | GET | Returns all Suppliers based on the search criteria. |
Travel allowance v41
Get Details of Travel Allowance DaysgetTravelAllowanceDays | GET | Returns allowance days details along with any exceptions. |
User provisioning v411
Create a bulk provisioning requestcreateBulkProvisioning | POST | Create or update one or more users |
Create UsercreateUserUserProvisioning | POST | Populate new resource with user data |
Delete UserdeleteUserUserProvisioning | DELETE | Remove user data with id |
Get a schemagetSchemaUserProvisioning | GET | Return schema resource by id |
Get all supported schemasgetSchemasUserProvisioning | GET | Return all schemas associated with this service |
Get Resource TypegetResourceTypeUserProvisioning | GET | Return resource type by id |
Get the status of a provisioning requestgetProvisioningStatus | GET | Return provisioning status associated with provisioning request. |
Get types of resources supportedgetResourceTypesUserProvisioning | GET | Retrieve all resource types used by this service |
Patch UserpatchUserUserProvisioning | PATCH | Update existing user data of resource with id |
Replace UserreplaceUserUserProvisioning | PUT | Replace all user data of resource with id |
Service provider's configuration detailsgetServiceProviderConfigUserProvisioning | GET | Get the service provider's configuration details |
Vendors v3.17
Add vendor groups by Vendor Code, Address Code, and Vendor GroupaddVendorGroups | PUT | Add vendor groups by Vendor Code, Address Code, and Vendor Group. |
Creates new vendorscreateVendors | POST | Creates a new vendor and returns the status of creation. |
Delete a vendor group by Vendor Code, Address Code, and Group NamedeleteVendorGroups | DELETE | Delete a vendor group by Vendor Code, Address Code, and Group Name. |
Deletes a vendordeleteVendors | DELETE | Deletes a vendor by Vendor Code and Address Code. |
Manages existing vendorsupdateVendors | PUT | Updates existing vendors and returns the update status. |
Retrieves an existing vendorlistVendors | GET | Gets an existing vendor. |
Updates/creates vendor banking informationupdateVendorBanks | PUT | Updates/creates vendor banking information. |