This presentation covers the functionality and benefits of the TBoxConnector to integrate Concur and Microsoft Dynamics GP for the submission of Expense Reports.
Watch the VIDEO of a LIVE DEMO: http://tboxcloud.com/videos/TBoxCloud-Enterprise-Integration--Concur-Microsoft_Dynamics_GP-Demo.mp4

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  • TBoxCloud, Inc., Odoo.Admin
    on09/27/2017 03:51:47

    Link to the VIDEO of a Live Demo: http://tboxcloud.com/videos/TBoxCloud-Enterprise-Integration--Concur-Microsoft_Dynamics_GP-Demo.mp4

8. www.tboxcloud.com 8 © TBoxCloud, Inc. THIS CONTENT IS STRICTLY CONFIDENTIAL AND SHOULD NOT BE SHARED WITH ANYONE OUTSIDE OF YOUR ORGANIZATION. Security & Compliance

10. www.tboxcloud.com 10 © TBoxCloud, Inc. THIS CONTENT IS STRICTLY CONFIDENTIAL AND SHOULD NOT BE SHARED WITH ANYONE OUTSIDE OF YOUR ORGANIZATION. TBoxConnectors v. Flat Files/FTP Data Uploads

6. www.tboxcloud.com 6 © TBoxCloud, Inc. Scale - up Your Solution at Anytime!

9. www.tboxcloud.com 9 © TBoxCloud, Inc. Security & Compliance Service Organization Controls 1 (SOC 1), Type II report . Service Organization Controls 2 (SOC 2), Type II report. Service Organization Controls 3 (SOC 3) report.

14. www.tboxcloud.com 14 © TBoxCloud, Inc. THIS CONTENT IS STRICTLY CONFIDENTIAL AND SHOULD NOT BE SHARED WITH ANYONE OUTSIDE OF YOUR ORGANIZATION. COST BENEFITS / VALUE COST - BENEFIT ANALYSIS BENEFITS & VALUE Those can never be achieved with traditional or Flat File/FTP solutions.

4. www.tboxcloud.com 4 © TBoxCloud, Inc. We Provide Everything So You Don’t Have To Worry About Anything Fully Managed Services TBoxHub + TBoxConnector Endpoints Integration Hub (Private Cloud, OS , Systems Applications, Middleware ) Integration Logic/TBoxConnectors Field Mapping, Data Transformations, Workflows, Exceptions, Exclusions, Overrides, Schedules, Notifications , ...)

2. www.tboxcloud.com 2 © TBoxCloud, Inc. Concur Gold Partner TBoxCloud and Concur (NASDAQ: CNQR), the leading provider of integrated travel and expense (T&E) management services have partnered to better serve Concur customers with their integration needs... “We are focused on creating an ecosystem of partners with innovative new products and services for our customers and their employees,” said Tim MacDonald, EVP of Platform and Data Services at Concur . “The new Concur App Center will deliver seamless integration via Concur’s open platform and we are thrilled that TBoxCloud are among the esteemed apps in the Concur T&E Cloud ecosystem.” Concur’s introduction to its 23+ million users :

11. www.tboxcloud.com 11 © TBoxCloud, Inc. TBoxConnectors v. Flat Files/FTP Data Uploads (part 1) None of the integration model you can choose today yield the same benefits and value , and the choice you make on the integration model will have a direct impact on your organization, including: • Profit • Infrastructure Complexity • Short - term costs • Long - term costs • Time Spent on Work Tasks v. Support Tasks (verifications, confirmations, Corrections, manual edits, etc.) • Data quality • reliability • Scalability

12. www.tboxcloud.com 12 © TBoxCloud, Inc. TBoxConnectors v. Flat Files/FTP Data Uploads (part 2) Description File Upload (FTP) Topology Model Cloud Hub on Private Cloud FTP Storage Process Type Synchronization Data File upload Protocol Web Services S/FTP Integration Logic Data Mapping, Data Transformations, Exceptions, Exclusions, Overrides, Conditions, Criteria Data Mapping, Data Transformations Integration Orchestration Centralized and Unified At Source or Target

7. www.tboxcloud.com 7 © TBoxCloud, Inc. Prices Reflect discounted rates for Concur Customers. Quick Start Program is based on pre - built functionality. Quick Start Program • Setup & Configuration • One - time • Connector Provisioning. • Connectivity Initializations and Integration testing on Sandbox systems. • Conversion to Production systems and validation of integration. • Transition to Support team. • Subscription: • Monthly • Fully - managed for you.

15. www.tboxcloud.com 15 © TBoxCloud, Inc. Website : www.tboxcloud.com Email : info@tboxcloud.com Phone : 1 - 866 - 522 - 1107 Twitter : / tboxcloud Facebook : / tboxcloud LinkedIn : /company/tboxcloud - inc - Headquarters : Los Angeles, CA. Contact Us TRUST TBoxCloud System Status & Security trust.tboxcloud.com TRANSPARENCY Statements & Agreements tboxcloud.com/legal Password : tbox_legal

5. www.tboxcloud.com 5 © TBoxCloud, Inc. TBoxConnectPack Concur + GP Core Functionality • HR Synchronization : Employee Profiles (New and Updated Records) from the HR system. • Financial Synchronization : Approved Expense Reports from Concur to Financial system. • Payroll Synchronization: Reimbursement process notifications and Payment confirmation in Concur. • Other Synchronizations: Vendors List, Departments, Geographies, etc. • Referential Mapping: Used when 2 systems maintain a dissimilar list of referential data that must be matched during synchronization. Model 1 Point - to - point Model 2 Multipoint Additional information: http :// tboxcloud.com/portfolio - items/concur - integration

1. Notice of Confidentiality © 2015 TBoxCloud, Inc. and Others. All Rights Reserved THIS DOCUMENT IS TBOXCLOUD, INC . PROPRIETARY AND CONFIDENTIAL INFORMATION AND IS SUBJECT TO THE TERMS OF THE TBOXCLOUD, INC . NON - DISCLOSURE AGREEMENT . NEITHER THIS DOCUMENT NOR ITS CONTENTS MAY BE REVEALED OR DISCLOSED TO UNAUTHORIZED PERSONS OR SENT OUTSIDE YOUR INSTITUTION WITHOUT PRIOR PERMISSION FROM TBOXCLOUD, INC . TBox ConnectPack Concur + GP Financial +

3. www.tboxcloud.com 3 © TBoxCloud, Inc. Automated Report Notifications TBox Integration Notification: SUCCESSFUL ([ Connector ID ] – [ Client Name ] – [ Process Name ]) Successes = 1,395 Errors = 3 Excluded= 16 PROCESSED REPORTS: 204C9E9ADD1F44D085C2 2C579BF4A86743A08AAA 0DA6CD0C7B21407BB416 E3653927EEF949FB899C 2B69BAB6BE2B414D9162 FDB3B82A2E604BFC8E5F 0915CBBC8F834A809777 Vendor code is missing for the employee Id = 023073 Expense Report = 2C579BF4A86743A08AAA Vendor code is missing for the employee Id = 023073 Expense Report = 2B69BAB6BE2B414D9162 The Expense report failed to be moved to the Financial System due to a Web Service error. Please check. ReportId : FDB3B82A2E604BFC8E5F TBox Integration Notification: FAILED ([ Connector ID ] – [ Client Name ] – [ Process Name ]) This confirms the process/integration FAILED. Note that the main cause of Failed processes occurs when a source or target system is unavailable, for example when on mainte nan ce. In this case Concur server is unavailable. (Automated Notification from TBoxCloud, Inc.) Report Notifications are sent every time a process runs so that our support team and your team can get timely feedback on the status of synchronization processes including successful updates, invalid source data, offline systems, etc. Benefits : Know when and what data was updated. Improve and maintain data integrity and quality.

13. www.tboxcloud.com 13 © TBoxCloud, Inc. TBoxConnectors v. Flat Files/FTP Data Uploads (part 3) Description Benefit - Cost Ratio High ( Superior) Low (Inferior) Time to implement Hours - Weeks Days - Weeks User Transparency Total Partial Unified Integration Yes No Fully Managed Yes No Scalability High Low Extreme Privacy & Security Yes No Full Automation of Schedules and Processes Yes No Global Updates Yes No Exclusions Functionality (Exclude records from being updated based on specific rules) Yes No Exceptions Functionality (Allow or prevent field data updates based on specific rules) Yes No Overrides Functionality (Overrides field data based on specific rules) Yes No Multipoint Integration Capability (Access or update data from/to other systems based on specific rules, criteria, or dependencies) Yes No Detailed Notification s (Emails sent to various people or department after every synchronization is completed) Yes No Automated Identification of Data Inconsistency Between Systems (Auto - generated reports provide identification of missing or unmatched data between systems that can prevent the update of certain records. Those reports contribute in maintaining good quality and reliable data across systems and the organization) Yes No

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