Run Integration
The Concur Expense integration for Sage may be run on-demand or scheduled to run in the background at a specified time.
- Access the schedule area by opening the Schedule tab on the primary navigation strip.
- To run an integration on-demand:
- Select the Job Id from the drop down list.
- Double click the empty row in the schedule grid.
- Set the Frequency to ‘Now’ and leave the start and end times as defaults.
- Press the Green tick.
- To schedule an integration to run at a later time:
- Select the Job Id from the drop down list.
- Double click the empty row in the schedule grid.
- Change the Frequency drop down from Now to the desired frequency.
- It is recommended a description is also entered so the schedule can be easily identified if it needs editing.
- The Start Date/Time field controls the date & time the schedule is first fired, where each subsequent firing of a schedule are based.
Example
To setup a Daily schedule which runs at 7AM each day, the date part of the Start Date/Time will determine the first day which the schedule is fired, and the Time part would be set to 7AM.
Example
To set a monthly schedule to run @ 9:30PM on the second day of each month, one would set the Date Part to the 2nd day of the current month and the Time part to 9:30AM.
- Press the Green Tick at the bottom of the form to save the changes.
- Watch The Audit Report appear in the right hand panel.