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Request / Encumbrance

Supported Concur integration connectors for the Banner® by Ellucian and Colleague® by Ellucian financial systems

Intergration Connector Logo

SAP Concur®, the world’s leading provider of expense, travel, and invoice management solutions, and IData Inc., a leader in higher education integration, have partnered, with a referral relationship, to provide Concur connectors for the Banner® by Ellucian and Colleague® by Ellucian financial systems. These connectors are supported, easily configurable and continuously developed by a trusted higher education integrator.

Connector High Level Summary
  • Secure, automated Bi-Directional Integration

  • Pre-built Connectors leverage the existing business logic in your AP/Finance system

  • Configurable to align with institution business policies

  • Proactive ongoing support, maintenance, and enhancements

  • Data validation, error handling, notifications and monitoring

  • Fully supported and maintained solution, continuously developed to keep pace with system changes (SAP Concur & Ellucian)

  • Run on the IDataHub Integration Platform


Functional Highlights
  • Real-time budget checking feedback provided to the requester and approvers for multiple GL’s

  • Real-time budget checking on travel requests

  • Automates encumbrances on approved requests

  • Allocates requests to multiple accounts

  • Applies actual expenses to encumbrances

  • Automates encumbrance closing and liquidation

  • Manages fiscal year and fiscal period logic

Base Data Loads
  • Loads Employees from ERP to Concur as Users

    • Demographics

    • Employee status

    • Default Accounting codes

    • Supervisors and approval roles 

  • Automatically updates Concur users with change of status

  • Synchronizes active accounting components 

Concur Encumbrance-related Screenshot
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