SAP Concur + Epicor ERP Integration
Concur Epicor integration automates expense GL posting, employee data sync, and reimbursement workflows — no manual re-entry.
Accelerate month-end close by posting approved expenses to Epicor GL automatically
Eliminate re-entry errors with automated cost centre and project code mapping
Keep employee records in sync so new hires appear in both systems on day one
Today
Approved expenses sit in Concur while finance waits on ERP
- Finance teams waste days reconciling SAP Concur expense reports with Epicor ERP because there is no automated bridge between the two systems.
- Approved expenses require manual re-entry into Epicor GL accounts, cost centre codes are mis-mapped, reimbursement runs are delayed, and month-end close stretches past deadlines.
- Employee records fall out of sync, new hires appear in one system but not the other, and policy exceptions go unnoticed until audit.
- The result is avoidable rework, delayed reimbursements, and compliance risk from incomplete audit trails.
With Koodisi
Automated Concur ↔ Epicor Sync with Koodisi
- Koodisi's no-code REST Client connects SAP Concur and Epicor ERP so approved expense data flows directly to the right GL accounts, cost centres, and project codes in Epicor — without manual re-entry.
- Employee record changes in Epicor push automatically to Concur so profiles stay aligned.
- Policy violations trigger alerts before data reaches the ERP.
- Finance teams close on time, reimbursements run automatically, and every sync is logged for audit.
The sync
What moves, in both directions
SAP Concur and Epicor ERP stay in step because the sync runs both ways.
Post approved expense reports to GL accounts, map cost centres and project codes, trigger reimbursement journal entries, and sync receipt metadata for audit.
Sync new and updated employee records, cost centre hierarchies, project codes, and approval delegation rules so Concur always reflects current org structure.
Removing the manual handoff between Concur and Epicor compresses month-end close, eliminates re-entry errors, and gives finance a single auditable trail from expense submission to GL posting.
Use cases
What teams automate with this integration
The work that moves between SAP Concur and Epicor ERP today, and what Koodisi takes over.
Approved expense reports auto-posted to Epicor GL
- When a Concur expense report reaches final approval status, Koodisi reads the report header and line details — employee ID, expense type, amount, currency, cost centre, and project code — and creates the corresponding journal entry in Epicor.
- GL account codes are mapped using a configurable rules table so finance does not need to touch the data.
- Policy exceptions or unrecognised cost centres trigger a Slack or email alert for review before posting.
- Outcome: reimbursements clear faster, GL entries are accurate on first pass, and month-end close no longer depends on manual data transfer between teams.
Employee record sync from Epicor to Concur
- When HR adds or updates an employee in Epicor — new hire, department transfer, manager change, or termination — Koodisi syncs the record to SAP Concur automatically.
- Synced fields include employee ID, full name, email, cost centre, approval delegate, and active status.
- New employees are provisioned in Concur before their first expense submission; terminated employees are deactivated to prevent out-of-policy charges.
- This eliminates the manual provisioning step, reduces support tickets, and ensures Concur approval chains always reflect current org structure.
Cost centre and project code updates pushed to Concur
- When finance updates the cost centre hierarchy or project code list in Epicor, Koodisi detects the change and pushes the updated values to SAP Concur's expense allocation configuration.
- Employees see accurate cost centres and project codes when submitting expenses, reducing mis-coding and the downstream rework of correcting GL postings after close.
- Koodisi logs every code update with a timestamp and the source Epicor record for full traceability, giving internal audit a clear chain of custody from master data change to expense allocation.
Policy violation alerts before GL posting
- Koodisi evaluates approved Concur expense reports against configurable policy rules — daily limits, receipt thresholds, expense category restrictions — before writing data to Epicor.
- Reports that trigger a rule create an alert in the designated Slack channel or email inbox, including the employee name, expense amount, violated policy, and a link to the Concur report for review.
- Finance can approve exceptions or reject and return the report for correction before the GL entry is created.
- This prevents non-compliant data from reaching Epicor and reduces the volume of audit findings at period close.
The workflow
What this looks like when it runs
- Koodisi connects SAP Concur and Epicor ERP using its no-code REST Client for both platforms.
- Trigger events in Concur — expense approval status changes, new submissions — activate workflows that read report data, run policy checks, map cost centres and GL codes from a configurable rules table, and write journal entries to Epicor.
- For the reverse flow, Epicor HR events trigger Koodisi to read employee or cost centre changes and push them to Concur's user and configuration APIs.
- Every sync is logged with a full audit trail, retries handle transient API errors, and alerts surface any exceptions that require human review before data moves between systems.
Concur approved expense → Epicor GL journal entry
- 1Concur expense report status changes to Approved — Koodisi detects the event via REST Client
- 2Koodisi maps expense lines to Epicor GL accounts and cost centres using the configured rules table
- 3Policy check runs — any violations create an alert before posting proceeds
- 4Koodisi creates the journal entry in Epicor and logs confirmation back for audit
Epicor new employee → Concur user provisioning
- 1New employee record is saved in Epicor HR module
- 2Koodisi reads employee ID, name, email, cost centre, and approval delegate
- 3Koodisi creates the user in SAP Concur with correct role and approval chain
- 4Confirmation logged in both systems — employee can submit expenses on day one
Governance
Automated, but still under control
Every run is authorised, recorded, and observable — the part that decides whether automation survives an audit.
Scoped permissions
Role-based access decides who can publish or run the SAP Concur and Epicor ERP workflows, and who can only watch them.
Every run recorded
Each execution writes an audit trail — what triggered it, what changed, and what the downstream system returned.
Credentials in Key Vault
SAP Concur and Epicor ERP credentials are stored and retrieved from Key Vault, never pasted into workflow steps.
Traced end to end
OpenTelemetry logs, metrics, and traces show where a run slowed down or failed, rather than reporting one aggregate status.
Routing rules stay readable
Which records sync, and which need approval first, live in a decision table your team can review and change without editing the workflow.
Sensitive fields masked
Personal and commercial values can be masked in logs so an operational record does not become a copy of your customer database.
Use Koodisi's visual workflow builder to connect SAP Concur and Epicor via their REST APIs. Authenticate both systems, define your trigger — expense approval in Concur or employee update in Epicor — configure the field mappings and GL rules, and activate. No coding required; finance and IT ops teams can configure and maintain the integration without developer support.
Yes. The Concur Expense Epicor integration is built around SAP Concur Expense: approved expense reports post to the Epicor general ledger with cost-centre mapping, so finance no longer re-keys expenses into Epicor Kinetic or Epicor Prophet 21.
Koodisi supports near-real-time event-driven sync. Approved expense reports in Concur trigger GL posting to Epicor within minutes of approval. Epicor employee record changes sync to Concur on the same schedule. Scheduled batch reconciliation jobs are also available for bulk data validation and period-end checks.
Expense report headers and line details (employee ID, expense type, amount, currency, cost centre, project code, receipt metadata), GL account mappings, journal entry confirmations, employee records (name, email, cost centre, approval delegate, active status), and cost centre and project code hierarchies. Custom fields from both systems can be mapped using Koodisi's field mapper.
No. Koodisi's no-code REST Client and visual workflow builder let finance and IT ops teams configure the Concur Epicor integration without writing code. Built-in policy check logic, error handling, and audit logging give both finance and compliance teams the controls they need without custom development.
SAP Concur does not natively push webhook events for expense approval status changes. Koodisi uses scheduled polling of the Concur REST API to detect newly approved reports at configurable intervals — typically every few minutes for near-real-time GL posting. Epicor supports REST API triggers for HR record updates, which Koodisi handles in near-real-time.
Koodisi connects to Epicor via its REST API, available in Epicor Kinetic (formerly Epicor ERP 10) and Epicor Prophet 21. Any Epicor version that exposes a REST or OData endpoint can be connected using Koodisi's no-code REST Client. For older Epicor versions without REST API support, contact Koodisi to discuss alternative connection options.
If a GL posting fails — due to a GL account code mismatch, API timeout, or validation error — Koodisi automatically retries with configurable backoff logic. Failed records are flagged in Koodisi's execution log with the specific error returned by Epicor, and a notification is sent to the designated contact. The expense report data is held in queue and not lost; manual review and re-trigger are available from the Koodisi interface.
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