Document Compliance Gateway v4

Document Compliance Gateway v4 API is designed to manage the transmission of the compliance document to the validating vendor. Vendors can implement the API to read the compliance document sent to the SAP Concur system by the end user from an approved email, validate the compliance document against government records, and return the validation result. In addition, the vendor can read and parse the compliance document file to provide tax relevant data for creating expense entry.

The API supports an improved and efficient process for compliance document validation. The end user gets the compliance document validation result prior to expense creation preventing the unnecessary process, as well as, return and resubmission of the expense reports. The API also uses the data from the compliance document file to initiate the expense line item, saving the need for the user to manually type the information.

Prior Versions

No prior API version available

Limitations

API access is available only to the authenticated companies with granted permission. Access to this documentation does not provide access to the API. The API will be deployed to US2 & EU2 data centers.

Process Flow

Products and Editions

• Concur Expense Professional Edition

Scope Usage

Authentication

Authentication is provided through an App for company JWT. This API requires the valid access token with required scopes. Before making requests to the API, please obtain an access token from the Authentication API.

Dependencies

None.

Endpoints

GET API CALL

Get the compliance document

Scopes

Refer to Scope Usage for full details.

receipts.read

Request

URI

Template

GET https://{region}.api.concursolutions.com/document-compliance-gateway/v4/tax-documents/{documentId}

Parameters

Headers

• Authorization is provided through an App for Business and the company JWT. More details can be found here
• concur-correlationid is used to track the workflow for every step.

Notes

• The company JWT is data center specific. The auth service (/token endpoint) that signs the JWT determines which data center the JWT will work in.
• To get a token or to refresh a token, use the curl command(s)specified here.
• Once you have the token use the following curl command to POST invoice details:

curl --location --request GET 'https://integration.api.concursolutions.com/document-compliance-gateway/v4/tax-documents/{documentId}' -H 'Authorization: Bearer <JWT token>'
  -H 'concur-correlationid: {LogicalId}'

Response

Error Codes

Example

Request

GET https://integration.api.concursolutions.com/document-compliance-gateway/v4/tax-documents/c92565ca-78c7-47be-a730-1d33ef35cdac
Authorization: Bearer <JWT Token>
concur-correlationid: "Test-FlOW"

Response

HTTP/1.1 200 OK
Content-Type: XML

PUT API CALL

Provide the compliance document validation result and parsed tax relevant data from the compliance document.

Scopes

Refer to Scope Usage for full details.

receipts.write

Request

URI

Template

PUT https://{region}.api.concursolutions.com/document-compliance-gateway/v4/tax-documents/{documentId}

Parameters

Headers

• Authorization is provided through an App for Business and the company JWT. More details can be found here
• concur-correlationid is used to track the workflow for every step.

Payload

• DigitalTax Token

Notes

• The company JWT is data center specific. The auth service (/token endpoint) that signs the JWT determines which DC the JWT will work in.
• To get a token or to refresh a token, use the curl command(s)specified here. It is recommended to have a valid token and scope to make the post call to the API.
• Once you have the token, use the following curl command to POST invoice details:

curl --location --request PUT 'https://integration.api.concursolutions.com/document-compliance-gateway/v4/tax-documents/{documentId}' -H 'Authorization: Bearer <JWT token>'
  -H "concur-correlationid": {LogicalId}\
  --form "digitalTaxDocument"=@"DigitalTaxToken.json"

Response

Error Codes

Example

Request

POST https://integration.api.concursolutions.com/document-compliance-gateway/v4/tax-documents/c92565ca-78c7-47be-a730-1d33ef35cdac
Authorization: Bearer <JWT Token>
concur-correlationid: "Test-FlOW"
digitalTaxDocument:
{
   "Status":"processed",
   "DocumentData":{
      "FormatVersion":"4.0",
      "Code":"pos",
      "Number":"1234",
      "IssueDateTime":"2021-12-07T23:59:59",
      "UUID":"ED1752FE-E865-4FF2-BFE1-0F552E770DC9",
      "PaymentType":"Cash",
      "GrossAmount":0.0,
      "Discount":0.0,
      "Currency":"MXN",
      "ExchangeRate":"0.0",
      "NetAmount":0.0,
      "PaymentMethod":"PUE",
      "TotalWithholdingTax":0.0,
      "TotalSalesTax":0.0,
      "Vendor":{
         "CertificateNumber":"0000",
         "TaxNumber":"TXN-No-1000",
         "Name":"Vendor 1",
         "city":"Bellevue",
         "state":"WA",
         "country":"US",
         "phone":"888-867-5309",
         "addressLine":"123 Main St"
      },
      "Buyer":{
         "TaxNumber":"TXN-No-10001",
         "Name":"Buyer 1",
         "PostalCode":"MX-000001"
      },
      "LineItems":[
         {
            "ProductCode":"P1",
            "Description":"Decription",
            "Amount":0.0
         }
      ],
      "DocumentPostalCode":"MX-000002"
   },
   "Description":"Document is valid",
   "Code":"200"
}

Response

HTTP/1.1 200 OK
Content-Type: application/json

{
  "DocumentId": "c92565ca-78c7-47be-a730-1d33ef35cdac",
  "Description": "Tokens have been received."
}

Schema

DigitalTax Token