Customizing the Value Mappings

To support the complex differences between field values in PSA and Concur, the connector transforms the values from one application before syncing them with the other. This is done according to the mappings defined in a Foundations Data Transformation Table. For more information, see Creating a Data Transformation Table.

Concur to PSA Approval Status Mapping

The connector comes with a predefined set of mappings. You can now directly map approval status values in Concur to approval status values in PSA using the respective mappings.

When creating an expense report in Concur, is created in PSA with the status defined in the Expense Report Status Mapping field. In this case, expense reports also have the Include In Financials field selected in PSA. Underlying expenses in PSA inherit the values of the Status, Submitted, Approved, and Include In Financials fields from the parent expense report.

Concur to PSA Include In Financials Mapping

If you send Expenses and Expense Reports from Concur to PSA, you can configure the connector to map approval status values in Concur to Include In Financials values in PSA.

Concur to PSA Expense Type Mapping

Defines the mappings between expense types in Concur and PSA in the PSA Direct for Concur Expense connector. The connector uses the mappings when sending expense reports from Concur to PSA. If needed, you can change the default mappings or add new ones.

Concur Approval Status Code to PSA Submitted Mapping

Defines the mapping between approval status values in Concur to submitted values in PSA.

Predefined Default Mappings

Here is a list of predefined mappings.

The Concur to PSA Approval Status Mapping table maps the approval status value in Concur to the correct approval status values in PSA when you create an expense report.

Concur Value Concur Value Description PSA Value
A_AAFH The Expense Report submission triggered an anomaly and fraud check. Submitted
A_ACCO The Expense Report is pending reviews. Draft
A_APPR The Expense Report has been approved. Approved
A_EXTV The Expense Report is pending external validation. Draft
A_FILE The Expense Report has been submitted. Submitted
A_NOTF The Expense Report has not been submitted. Draft
A_PBDG The Expense Report approval is pending the budget approval. Submitted
A_PECO The Expense Report approval is pending for the Cost object approval. Submitted
A_PEND The Expense Report is pending for the manager approval. Submitted
A_PVAL The Expense Report is pending for the prepayment validation. Draft
A_RESU The Expense Report needs to be resubmitted. Rejected
A_RHLD The Expense Report submission is pending for receipt images. Draft
A_TEXP The Expense Report expired in the approval queue. Rejected

The Concur to PSA Include In Financials Mapping table maps approval status values in Concur to Include In Financials values in PSA.

Concur Value PSA Value
Approved true
Not Submitted false
Sent Back to Employee false
Submitted & Pending Approval false

The Concur to PSA Expense Type Mapping table maps expense types in Concur and PSA.

Expense Type Code Concur Expense Titles PSA Expense Titles
AIRFR Airfare Airfare
01026 Airline Fees Airfare
LODNG Hotel Lodging (Room and Tax)
LODTX Hotel Tax Lodging (Room and Tax)
OVRNT Overnight Lodging (Room and Tax)
CARRT Car Rental Car Rental
GASXX Fuel Gasoline
TAXIX Taxi Taxi
01025 Train Subway
CARMI Company Car Mileage Auto Mileage
MILEG Personal Car Mileage Auto Mileage
01056 Personal Car Mileage - EV Auto Mileage
BRKFT Breakfast Personal Meals
DINNR Dinner Personal Meals
LUNCH Lunch Personal Meals
01028 Individual Meals Personal Meals
PVMLS Provided Meals Business Meals
TXMLS Taxable Meals Business Meals
01035 Business Calls Phone
CELPH Mobile/Cellular Phone Phone
01036 Non-Business Calls Phone
LOCPH Telephone/Fax Phone
01007 Office Supplies/Software Office Supplies and Services
POSTG Postage Office Supplies and Services
01006 Printing/Photocopying/Stationery Office Supplies and Services
OFCSP Office Equipment/Hardware IT Equipment and Services
01005 Courier/Shipping/Freight Postage and Shipping
FXMLS Daily Allowance General and Admin Expenses
FXMLG Daily Allowance (gross) General and Admin Expenses
FXINC Daily Allowance (Incidentals) General and Admin Expenses
FXLDG Daily Allowance (Lodging) General and Admin Expenses
01004 Entertainment - Staff Employee Relations
N/A N/A Recruiting
BANKF Bank Fees Miscellaneous
CSHRN Cash Advance Return Miscellaneous
01024 Currency Exchange Fees Miscellaneous
CURGL Currency Gain/Loss Miscellaneous
01010 Ex Pat Expenses Miscellaneous
01063 Expense Type Testing Miscellaneous
LNDRY Laundry Miscellaneous
ONLIN Internet/Online Fees Miscellaneous
MISCL Miscellaneous Miscellaneous
UNDEF Undefined Miscellaneous
TRAIN Public Transport Miscellaneous
BUSML Entertainment - Clients Miscellaneous
AWRDS Gifts - Clients Miscellaneous
GIFTS Gifts - Staff Miscellaneous
TRDSH Marketing/Promotional Costs Miscellaneous
01011 Medical Fees Miscellaneous
01014 Newspapers/Magazines/Books Miscellaneous
PARKG Parking Miscellaneous
01008 Passports/Visa Fees Miscellaneous
DUESX Professional Subscriptions/Dues Miscellaneous
01017 Relocation Expenses Miscellaneous
SEMNR Seminar/Course fees Miscellaneous
01009 Tips/Gratuities Miscellaneous
TOLLS Tolls/Road Charges Miscellaneous
01012 Tuition/Training Reimbursement Miscellaneous

The Concur Approval Status Code to PSA Submitted Mapping table map approval status values in Concur to Submitted values in PSA.

Concur Value PSA Value
A_AAFH true
A_ACCO false
A_APPR true
A_EXTV false
A_FILE true
A_NOTF false
A_PBDG true
A_PECO true
A_PEND true
A_PVAL false
A_RESU false
A_RHLD false
A_TEXP false