Aptly + SAP Concur

Overview

Aptly integrates with SAP Concur to automate authority-driven approvals for travel, expenses, and invoice management. The integration ensures that all approval limits and signatory rights defined in Aptly are synchronized directly with Concur’s expense and invoice workflows, keeping every reimbursement and payment aligned with your current Delegation of Authority (DoA) policy.
By connecting governance with spend management, Aptly enables real-time enforcement of approval thresholds, reducing compliance risk while streamlining employee reimbursements and corporate expense processing.

Key Capabilities

Approval Limit Synchronization
Aptly synchronizes delegated authorities, expense thresholds, and approval hierarchies with SAP Concur. When delegations are issued or revoked in Aptly — whether manually or automatically through HR integrations — those changes are immediately reflected in Concur’s approval workflows.

Automated Expense and Invoice Approvals
Expense reports and invoices in SAP Concur automatically route to approvers with valid authority in Aptly. This ensures that all expense and vendor payment approvals are executed in full compliance with company policy and delegation limits.

Integration with Corporate Policies
Aptly maps departments, cost centers, and roles to authority levels that govern travel and expense approvals. These mappings ensure that employees and managers are held to the correct thresholds and routing paths as defined in Aptly’s governance framework.

Custom Field Mapping and Conditional Logic
Aptly supports default mapping for standard Concur data fields and allows administrators to configure custom mappings for organization-specific workflows. This includes support for conditional routing based on currency, region, or expense category.

Audit and Governance Tracking
Every expense or invoice approval event governed by Aptly’s delegation data is logged in detail. Compliance and finance teams gain full visibility into who approved what, under what authority, and when — supporting seamless audit reviews and financial control reporting.

Value to Organizations

Integrating SAP Concur with Aptly ensures that expense and vendor payment approvals are executed under the proper authority every time. This removes the risk of unauthorized approvals, minimizes manual oversight, and creates full transparency between spend management and corporate governance systems.
The result is a streamlined, compliant, and automated approval ecosystem that improves control and employee experience alike.

Example Use Cases

• Expense Approvals: Automatically route expense reports to authorized approvers based on Aptly’s delegation limits.
• Invoice Management: Enforce payment approvals aligned to authority tiers and signatory thresholds.
• Travel Requests: Validate travel approvals against delegated budgets and limits by department.
• Audit Assurance: Produce detailed reports showing which expense approvals correspond to active delegations in Aptly.