Concur

List all expense entries on a report. Concur v4 returns the full set (no pagination). Use get_report_expense for full details on a specific entry.

Get a single expense entry on a report including amount, date, location, and custom fields.

List itemizations on an expense entry. Itemizations split a single charge across multiple expense types or amounts.

Update a single expense entry on a report. COMPANY-TOKEN ONLY: user OAuth tokens are rejected.

Permanently delete an expense entry from a report. Cannot be undone. Accepts either the v4 hex expense_id or the v3-style ID returned by create_report…

Create a new expense entry on an existing report. USER-TOKEN ONLY: company JWTs are rejected.

Upload a receipt image and attach it directly to an expense entry. Image is sent as base64 in file_content with the matching MIME in media_type.

Get form-field metadata for an expense entry (custom fields by expense type). Pass expense_type_id to filter.

List payment types available to a Concur user (e.g. ‘Cash’, ‘Company Paid’) via Expense Config v4. USER-TOKEN ONLY: company JWTs are rejected.

Get the authenticated user or company profile from /profile/v1/me. Returns the principal record (extension fields pass through).

Get a Concur principal (user or company) by ID via /profile/v1/principals/. Use the JWT ‘sub’ claim or the id from get_current_user.

Create a quick expense (no image) for the authenticated user. Required: expense_type_id, transaction_amount, transaction_date.

Create a quick expense and attach a receipt image in one call. Send the image as base64 in file_content with the matching MIME in media_type.

Upload an e-receipt (image + structured metadata) to the user’s receipt library. The connector builds the Concur general-receipt JSON from flat inputs…

Upload an image-only receipt to the user’s receipt library. Image is sent as base64 in file_content with media_type. Max 25 MB. Requires the receipts.

List e-receipts for the authenticated user. Returns the full set (Concur v4 does not paginate this endpoint).

List image-only receipts in the user’s receipt library.

Get an e-receipt by ID.

Get an image-only receipt’s metadata by ID. Use list_image_only_receipts to find IDs. Requires the receipts.read scope.

Get the processing status of a submitted receipt by ID. Useful for tracking async OCR/validation.

Get an expense report by ID. Returns name, status, totals, and policy custom fields.

Create a new (unsubmitted) expense report. policy_id MUST be a v4 ID: first call list_reports to find any existing report, then call get_report on it…

Update fields on an unsubmitted report. report_source is required by Concur (one of OTHER/SE/UI/EA/TR/MOB; use ‘OTHER’ for API callers).

Update a report using a company-level JWT. COMPANY-TOKEN ONLY: user OAuth tokens are rejected. Works on any report regardless of submission state.

Permanently delete an expense report. Cannot be undone. Use get_report first to confirm the right ID.

List the authenticated user’s expense reports. Supports cursor pagination via offset/limit and server-side filters (approval_status, payment_status, m…

List reports the authenticated user can approve as an approver or delegate. Concur v4 returns the full set (no pagination).

Get policy-driven form-field metadata for a report (data type, required flag, access level).

List policy exceptions on a report. Returns header-level (expense_id None) and per-expense items.

List Concur users in the company via Identity v4.1 (SCIM). Admin-only: caller must have the User/Company Administrator role; non-admin tokens get 401…

Search Concur users via Identity v4.1 SCIM (POST /Users/.search). Filter by userName, name, emails, active status, or raw SCIM expression.

Submit an unsubmitted expense report for approval. The authenticated user must own the report (TRAVELER context).

Approve a submitted expense report (MANAGER context). Pass user_id to approve as a delegate. Use list_reports_to_approve to find pending IDs.

Send a submitted report back to the submitter for changes (MANAGER context). Comment is required. Pass user_id to send back as a delegate.