SAP Concur + Epicor ERP Integration
Concur Epicor integration automates expense GL posting, employee data sync, and reimbursement workflows — no manual re-entry.
SAP Concur Epicor integration eliminates the manual handoff between expense management and ERP. Koodisi's no-code REST Client syncs approved expense reports from Concur to Epicor GL accounts, maps cost centres and project codes automatically, and keeps employee records consistent across both systems. Finance teams close faster, reimbursements clear without intervention, and audit trails span both platforms for compliance.
SAP Concur Epicor ERP integration automates the expense-to-GL workflow: approved expense reports post directly to Epicor journal entries, cost centres map automatically, and employee records stay in sync — without manual re-entry between the two systems. Koodisi connects Concur and Epicor via their REST APIs using its no-code REST Client, so finance teams can configure and maintain the integration without developer support.
The Problem: 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.
The Solution: 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.
What you can automate
- Concur → Epicor: Post approved expense reports to GL accounts, map cost centres and project codes, trigger reimbursement journal entries, and sync receipt metadata for audit.
- Epicor → Concur: 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.
Why teams connect SAP Concur and Epicor ERP
The business outcomes this integration delivers.
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
Use Cases
What teams actually automate with this integration.
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.
Workflow Examples
Common automations teams build with this integration.
1. Concur approved expense → Epicor GL journal entry
- 1 Concur expense report status changes to Approved — Koodisi detects the event via REST Client
- 2 Koodisi maps expense lines to Epicor GL accounts and cost centres using the configured rules table
- 3 Policy check runs — any violations create an alert before posting proceeds
- 4 Koodisi creates the journal entry in Epicor and logs confirmation back for audit
2. Epicor new employee → Concur user provisioning
- 1 New employee record is saved in Epicor HR module
- 2 Koodisi reads employee ID, name, email, cost centre, and approval delegate
- 3 Koodisi creates the user in SAP Concur with correct role and approval chain
- 4 Confirmation logged in both systems — employee can submit expenses on day one
How Koodisi Connects SAP Concur and Epicor ERP
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.
Frequently Asked Questions
How do I connect SAP Concur to Epicor ERP?
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.
Does the Concur Epicor integration support real-time posting?
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.
What data syncs between SAP Concur and Epicor?
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.
Do I need a developer to set up Concur Epicor integration?
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.
Does SAP Concur support webhook triggers for expense approvals?
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.
Which Epicor versions does the Concur integration support?
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.
What happens if an Epicor GL posting fails?
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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