Every fortnight we’ll answer one of our most frequently asked questions, to save you time in finding the answers you want. This week, we’ll look at:
“What is Click’s approach to expense management integration?”
We have a number of clients who have implemented Expense Management Systems alongsideClick Travelincluding SAP, Oracle, GreatPlains, Agresso, Netsuite and Concur.
To aid with integration we can provide you with a customised Excel data file download of your travel data on a periodic schedule for import into your Expense Management System at an interval that suits you.
Invoices are provided in electronic format via email as well as being available within the Billing section within Click Travel, as both a PDF file which is suitable for printing, together with an Excel document that contains the invoice raw transaction data.
This raw data can be downloaded (or automatically uploaded via FTP, SFTP or SSH to a secure location) in bulk in CSV/Excel format for onward processing internally to any finance system.