Integrate SAP Concur with Aptly

Aptly + SAP Concur

Overview

Aptly integrates with SAP Concur to automate authority-driven governance for travel, expense, and invoice approvals. The integration ensures that approval limits, delegated authority, and signatory rights defined in Aptly are synchronized with SAP Concur’s approval configurations — keeping reimbursements and vendor payments aligned with your current Delegation of Authority (DoA) policy.

By connecting governance with spend management, Aptly enables consistent enforcement of approval thresholds, reduces compliance risk, and eliminates reliance on manual or spreadsheet-based approval tracking.

Key Capabilities

Approval Authority Synchronization

Aptly serves as the system of record for delegated approval authority and synchronizes approval limits, authority tiers, and approver eligibility with SAP Concur. When delegations are issued, updated, or revoked in Aptly — whether manually or through HR-driven automation — Concur approval configurations are kept aligned with the current authority model.

Authority-Driven Expense and Invoice Approvals

Expense reports and invoices in SAP Concur follow approval workflows that reflect authority data maintained in Aptly. This ensures that only individuals with valid, current delegated authority are configured as approvers for specific thresholds, categories, or approval stages.

Alignment with Corporate Policies

Aptly maps departments, cost centers, entities, and roles to approval authority levels used within Concur. This ensures travel, expense, and invoice approvals consistently follow corporate governance policies and delegation frameworks across the organization.

Configurable Mapping and Conditional Rules

The integration supports standard Concur fields and approval constructs, with flexibility to configure additional mappings for organization-specific scenarios. This includes support for conditional approval logic based on factors such as currency, region, expense category, or transaction value.

Audit and Governance Traceability

All delegation changes and authority updates affecting Concur approvals are fully logged in Aptly. Finance, compliance, and audit teams gain clear visibility into:

• Who held approval authority at any point in time
• Which approvals were governed by which delegations
• When authority changed and why

This supports internal controls, audit readiness, and financial governance reporting.

Value to Organizations

Integrating SAP Concur with Aptly ensures that spend approvals are governed by a centralized, policy-driven authority model rather than manual configuration or static approval lists. This reduces the risk of unauthorized approvals, minimizes administrative overhead, and improves transparency between spend management and corporate governance.

The result is a controlled, auditable, and scalable approval governance framework that strengthens compliance while maintaining a smooth employee experience.

Example Use Cases

• Expense Approvals: Ensure expense reports are approved only by individuals with valid delegated authority for the applicable threshold.
• Invoice Approvals: Align invoice approval eligibility with authority tiers and signatory rules defined in Aptly.
• Travel Governance: Enforce approval requirements for travel requests based on delegated budgets, roles, or departments.
• Audit & Compliance: Produce reports showing which Concur approvals were governed by which Aptly delegations at any point in time.