NAV + Concur Invoice Integration

Integrate invoice data seamlessly between Concur and Microsoft Dynamics NAV.

OmniFY Invoice provides Dynamics NAV customers with a completely automated
invoice workflow via our secure and fully integrated connector.

Automation is key.

This solution provides your organization with a clean integration between Concur Invoice and NAV. You can also configure and manage
it to meet your business requirements without costly custom development.

What is Concur Invoice?

Concur Invoice automates your invoices and integrates invoices with T&E payments into a single system for managing all your business spending.

What does this solution do?

The integration that we have developed provides Dynamics NAV customers with a completely automated invoice workflow via our secure and fully integrated connector.

Functional Aspects

  • Synchronize from Dynamics NAV to Concur Invoice:
    • Vendors
    • Purchase Orders and Purchase Lines
    • Purchase Receipts
    • Expense Types and Account Codes
  • Synchronize from Concur Invoice to Dynamics NAV:
    • Payment Requests
  • Post Invoices in NAV based on a 3-way match from the Payment Requests received from Concur
  • Multi-Currency and Multi-Company
  • PO Matching

Highlights

  • There is no middleware to configure.
  • There are no third-party connectors.
  • Omnify is built on Dynamics NAV technology using NAV code.
  • Omnify becomes a part of your Dynamics NAV instance and is accessed from within NAV.
  • Unlike other similar connectors, there are no recurring per-transaction costs.