What transactions can I export to SAP Concur?

Settled Soldo card transactions will be exported automatically every day and appear in your SAP Concur account, so your financial data stays up-to-date. You won’t have to manually input this data anymore, and you’ll have an accurate view of companywide spending that’s organised and ready to use.

When you connect Soldo to SAP Concur through the App Center, you’ll be able to set your preferences for exporting transactions:

• Starting date
  By default, today’s date is selected. Only transactions from the selected date onward will be exported to SAP Concur. To include earlier transactions, you can choose an earlier date using the dropdown.
   
• Currency
  By default, all currencies activated in your Soldo account are selected. If you want to exclude a currency from being exported to SAP Concur, you can deselect it using the dropdown. Only transactions in the currencies you have selected will be exported to SAP Concur.
   
• Expense type
  By default, all expense types (e.g. Travel & Entertainment, Company, Personal) are selected. To exclude an expense type, deselect it using the dropdown. Only transactions with the selected expense types will be exported to SAP Concur.

If you need to change your preferences, you’ll need to:

1. Disconnect the Soldo and SAP Concur integration.
2. Reconnect the integration.