Concur Expense Report Events

Overview

This page will host the documentation for all the Concur Expense related events that are publicly available on the public.concur.expense.report topic in the Event Subscription Service (ESS). Subscribers will be able to subscribe to these events by following the steps described on the Event Subscription Service v4 page.

Limitations

Access to this documentation does not provide access to the subscription.

Scope Usage

Name	Description
`expense.report.read`	Get information about expense reports.
`expense.report.readwrite`	Read and write expense report headers.

Events

This section lists all the publicly available events.

Report Created Event

The reportCreated event is published when a new expense report is created.

Report Updated Event

The reportUpdated event is published when a value in the expense report header is updated or if an expense is moved to another report. This event is not published for the workflow status changes of the report.

Report Deleted Event

The reportDeleted event is published when an expense report is deleted.

Report Status Changed Event

The statusChanged event is published whenever the status of an expense report changes as it traverses the approval workflow during its life cycle. Subscribers of the event are able to leverage the data in the message to perform synchronous or asynchronous actions depending on their business processes. For example, this could trigger an application to make API calls to Concur Expense or start of a process in a third party application.

The statusChanged event will always be published for the following workflow status changes without any additional configuration:

Whenever a report is submitted.
Whenever a report is sent back to the employee by an approver/processor.
Whenever a report is recalled by the employee.
Whenever a report stops in the legacy external validation step that is configured using the application connector.
Whenever a report is paid.

In addition to the above, any workflow step configured for notifications by the administrator will also be published. Please refer to the Procedure: Creating External Validations and Workflow Event Notifications section of the Workflow General - Setup Guide for more information on how the events can be configured and optimized.

Filtering of events by subscribers:

Subscribers only interested in the report submitted event should filter by previousApprovalStatus attribute in the payload and should specifically filter for values A_NOTF and A_RESU.
Subscribers interested in the report sent back events should filter by the stepCode attribute in the payload with a value of SENDBACK.
Subscribers interested in the report recalled events should filter by the stepCode attribute in the payload with a value of RECALL.
Subscribers interested in the reports that are pending processing in the legacy external validation step events should filter by the stepCode attribute in the payload with a value of EXTVAL.
Subscribers interested in the paid report events should filter by the currentPaymentStatus attribute in the payload with a value of P_PAID.
Subscribers interested in all other events can filter by the stepCode attribute with the values entered by the administrator in the workflows Admin UI screens.

Schema

Event Schema for Expense Report Events

Name	Type	Format	Description
`id`	`UUID`	RFC 4122	Required Randomly generated unique identifier of this event.
`correlationId`	`UUID`	RFC 4122	Required Unique identifier used for logging/traceability.
`route`	`String`	`String`	For internal use. This will be set to stable.
`topic`	`String`	`Enum`	Required Identifies the topic that the event belongs to `public.concur.expense.report`.
`eventType`	`String`	`String`	Required Identifies the event type on the topic. Event Type: `reportCreated` / `reportUpdated` / `reportDeleted` / `statusChanged`
`timeStamp`	`timeStamp`	RFC 3339	Required Current system time (UTC) when the event notification is issued.
`facts`	`Map`	facts schema	Required Key-value pairs providing the content of the event.

Facts Schema for Report Created

Name	Type	Format	Description
`companyId`	`UUID`	RFC 4122	Required Unique identifier of the company the report belongs to.
`userId`	`UUID`	RFC 4122	The unique identifier of the report creator unless a delegate or proxy is involved. In these instances, it will be the user for which the report is being created (i.e., the report owner). This value can be NULL when a system initiates the change action instead of a user. This would include API calls with a Company JWT. Use Identity v4 API to retrieve user details.
`actingUserId`	`UUID`	RFC 4122	User unique identifier. If a delegate or expense proxy created the report on behalf of another user, then this will be populated with the identifier for that delegate or expense proxy user, else it will be NULL. Use Identity v4 API to retrieve user details.
`reportId`	`String`	`Alphanumeric`	Required Unique identifier of the newly created expense report. Maximum characters: 20
`reportType`	`String`	`Enum`	Required This value identifies the type of the report. Supported values: Regular, Reconciliation, Statement, AutoCreated
`lastModifiedDate`	`timeStamp`	RFC 3339	Required Current system time (UTC) when the event notification is issued.
`href`	`string`	RFC 3986	URI of the report resource that can be called via the Expense v4 API.

Facts Schema for Report Updated

Name	Type	Format	Description
`companyId`	`UUID`	RFC 4122	Required Unique identifier of the company the report belongs to.
`userId`	`UUID`	RFC 4122	The unique identifier of the report updater unless a delegate or proxy is involved. In these instances, it will be the user for which the report was updated (i.e., the report owner). This value can be NULL when a system initiates the change action instead of a user. This would include API calls with a Company JWT. Use Identity v4 API to retrieve user details.
`actingUserId`	`UUID`	RFC 4122	User unique identifier. If a delegate or expense proxy updated the report on behalf of another user, then this will be populated with the identifier for that delegate or expense proxy user, else it will be NULL. Use Identity v4 API to retrieve user details.
`reportId`	`String`	`Alphanumeric`	Required Unique identifier of the updated expense report. Maximum characters: 20
`reportType`	`String`	`Enum`	Required This value identifies the type of the report. Supported values: Regular, Reconciliation, Statement, AutoCreated
`lastModifiedDate`	`timeStamp`	RFC 3339	Required Current system time (UTC) when the event notification is issued.
`href`	`string`	RFC 3986	URI of the report resource that can be called via the Expense v4 API.

Facts Schema for Report Deleted

Name	Type	Format	Description
`companyId`	`UUID`	RFC 4122	Required Unique identifier of the company the report belongs to.
`userId`	`UUID`	RFC 4122	The unique identifier of the report deleter unless a delegate or proxy is involved. In these instances, it will be the user for whose report is deleted (i.e., the report owner). This value can be NULL when a system initiates the change action instead of a user. This would include API calls with a Company JWT. Use Identity v4 API to retrieve user details.
`actingUserId`	`UUID`	RFC 4122	User unique identifier. If a delegate or expense proxy deleted the report on behalf of another user, then this will be populated with the identifier for that delegate or expense proxy user, else it will be NULL. Use Identity v4 API to retrieve user details.
`reportId`	`String`	`Alphanumeric`	Required Unique identifier of the deleted expense report. Maximum characters: 20
`reportType`	`String`	`Enum`	Required This value identifies the type of the report. Supported values: Regular, Reconciliation, Statement, AutoCreated
`lastModifiedDate`	`timeStamp`	RFC 3339	Required Current system time (UTC) when the event notification is issued.

Facts Schema for Report Status Changed

Name	Type	Format	Description
`companyId`	`UUID`	RFC 4122	Required Unique identifier of the company the report belongs to.
`userId`	`UUID`	RFC 4122	The unique identifier of the focus SAP Concur user in the change action. In the case of a report submittal, then this will be the report owner. In the case of any other workflow action, then this will be the appropriate manager/approver/processor. It will NOT reflect a delegate or proxy user who might have executed the action on behalf of the focus user - see actingUserId. This value can be NULL when a system initiates the change action instead of a user. This would include API calls with a Company JWT. Use Identity v4 API to retrieve user details.
`actingUserId`	`UUID`	RFC 4122	User unique identifier. If a delegate or expense proxy performed the action on behalf of another user, then this will be populated with the identifier for that delegate or expense proxy user, else it will be NULL. Use Identity v4 API to retrieve user details.
`reportId`	`String`	`Alphanumeric`	Required Unique identifier of the expense report whose status has changed. Maximum characters: 20
`previousApprovalStatus`	`String`	`Enum`	Required Unique identifier of the previous approval status of the expense report whose status has changed. Supported values: Not Submitted - `A_NOTF`, Sent Back to Employee - `A_RESU`, Recalled by Employee - `A_RESU`, Submitted & Pending Approval - `A_PEND`, Approved - `A_APPR`, Pending External Validation - `A_EXTV`, Pending Budget Approval - `A_PBDG`, Pending Cost Object Approval - `A_PECO`, Approved & In Accounting Review - `A_ACCO`
`currentApprovalStatus`	`String`	`Enum`	Required Unique identifier of the current approval status of the expense report whose status has changed. Supported values: Sent Back to Employee - `A_RESU`, Recalled by Employee: `A_RESU`, Submitted & Pending Approval: `A_PEND`, Approved: `A_APPR`, Pending External Validation: `A_EXTV`, Pending Budget Approval: `A_PBDG`, Pending Cost Object Approval: `A_PECO`, Approved & In Accounting Review: `A_ACCO`
`previousPaymentStatus`	`String`	`Enum`	Required Unique identifier of the previous payment status of the expense report whose status has changed. Supported values: Not Paid - `P_NOTP`, Processing Payment - `P_PROC`, Payment Confirmed - `P_PAYC` (may depend on configuration)
`currentPaymentStatus`	`String`	`Enum`	Required Unique identifier of the current payment status of the expense report whose status has changed. Supported values: Not Paid - `P_NOTP`, Processing Payment -`P_PROC`, Paid - `P_PAID`, Payment Confirmed - `P_PAYC`(may depend on configuration)
`reportType`	`String`	`Enum`	Required This value identifies the method used to create the report. Supported values: Regular, Reconciliation, Statement, AutoCreated
`stepCode`	`String`	`Enum`	Code provided by the admin that the client can use to differentiate between the steps. Report Submit - If the target step (the next workflow step that the report stops at) is not configured for notifications, then step code will be `NULL`. Report Send Back - `SENDBACK` Report Recall - `RECALL` Legacy External validation post submit - `EXTVAL` Legacy External validation pre-extract - `EXTVAL` Report Paid - If the target step (the next workflow step that the report stops at) is not configured for notifications, then step code will be `PAIDREPORT`. All other cases code step code as configured by admin in workflow configuration will be populated.
`href`	`string`	RFC 3986	URI of the report resource that can be called via the Expense v4 API.
`lastModifiedDate`	`timeStamp`	RFC 3339	Required Current system time (UTC) when the event notification is issued.
`processId`	`String`	-	Required Unique identifier of the workflow process that this workflow is an instance of.
`startingStep`	`Object`	-	Required Object containing the information of the step(s) the expense report is entering into.
`startingStep.roleCode`	`String`	`String`	Required Approver’s role code for the step which the expense report is entering into.
`startingStep.stepInstances`	`Array`	-	Required List of step instances which the expense report is entering into.
`stepInstances.id`	`String`	-	Required Unique identifier of the workflow process step instance which report is entering into.
`stepInstances.assignedUserId`	`UUID`	RFC 4122	Required Unique identifier of the user assigned to approve the report.

Sample Events

Report Created

{
  "id": "bbd64e6f-d096-48e5-8dd8-b7b67de1a951",
  "correlationId": "bbd64e6f-d096-48e5-8dd8-b7b67de1a951",
  "route": "stable",
  "eventType": "reportCreated",
  "topic": "public.concur.expense.report",
  "timeStamp": "1970-01-01T00:00:00.000Z",
  "facts": {
    "reportType": "Regular",
    "companyId": "bbd64e6f-d096-48e5-8dd8-b7b67de1a951",
    "reportId": "4E6593CB987D459C88FA",
    "lastModifiedDate": "1970-01-01T00:00:00.000Z",
    "actingUserId": null,
    "href": "https://us2.api.concursolutions.com/expensereports/v4/users/bbd64e6f-d096-48e5-8dd8-b7b67de1a951/context/TRAVELER/reports/4E6593CB987D459C88FA",
    "userId": "bbd64e6f-d096-48e5-8dd8-b7b67de1a951"
  }
}

Report Updated

{
  "id": "bbd64e6f-d096-48e5-8dd8-b7b67de1a951",
  "correlationId": "bbd64e6f-d096-48e5-8dd8-b7b67de1a951",
  "route": "stable",
  "eventType": "reportUpdated",
  "topic": "concur.expense.report",
  "timeStamp": "1970-01-01T00:00:00.000Z",
  "facts": {
    "reportType": "Regular",
    "companyId": "bbd64e6f-d096-48e5-8dd8-b7b67de1a951",
    "reportId": "4E6593CB987D459C88FA",
    "lastModifiedDate": "1970-01-01T00:00:00.000Z",
    "href": "https://us2.api.concursolutions.com/expensereports/v4/users/bbd64e6f-d096-48e5-8dd8-b7b67de1a951/context/TRAVELER/reports/4E6593CB987D459C88FA",
    "actingUserId": "bbd64e6f-d096-48e5-8dd8-b7b67de1a951",
    "userId": "bbd64e6f-d096-48e5-8dd8-b7b67de1a951"
  }
}

Report Deleted

{
  "id": "bbd64e6f-d096-48e5-8dd8-b7b67de1a951",
  "correlationId": "bbd64e6f-d096-48e5-8dd8-b7b67de1a951",
  "route": "stable",
  "eventType": "reportDeleted",
  "topic": "concur.expense.report",
  "timeStamp": "1970-01-01T00:00:00.000Z",
  "facts": {
    "reportType": "Regular",
    "companyId": "bbd64e6f-d096-48e5-8dd8-b7b67de1a951",
    "reportId": "1F7597D8217649F7BA4F",
    "lastModifiedDate": "1970-01-01T00:00:00.000Z",
    "actingUserId": "bbd64e6f-d096-48e5-8dd8-b7b67de1a951",
    "userId": "bbd64e6f-d096-48e5-8dd8-b7b67de1a951"
  }
}

Report Status Changed

{
  "id": "0490b3fb-04ad-4919-b299-afb9fa75e07c",
  "correlationId": "7e38939d-62f1-4bb4-9eef-5ea71fcbb1d8",
  "route": "stable",
  "eventType": "statusChanged",
  "topic": "public.concur.expense.report",
  "timeStamp": "2021-03-18T23:11:51.034Z",
  "facts":{
    "currentApprovalStatus": "A_PEND",
    "reportId": "CB899F7D9F73420A8D8B",
    "stepCode": "MANAGER",
    "lastModifiedDate": "2023-04-07T22:10:57.817Z",
    "userId": "f2d07d5f-7a6f-44fa-98c7-c4b405bd6ca3",
    "reportType": "Regular",
    "previousPaymentStatus": "P_NOTP",
    "companyId": "12fc85ee-6f43-4d85-ba0d-94e844849dc1",
    "processId": "0211A2F15CD6354C8552FB9D7D83B331",
    "currentPaymentStatus": "P_NOTP",
    "startingStep": {
      "roleCode": "MANAGER",
      "stepInstances": [
        {
          "id": "CE70C1563F9B63448B6EF338077622CE",
          "assignedUserId": "45afdc31-0593-4e95-ba75-b094e9326b6d"
        }
      ]
    },
    "previousApprovalStatus": "A_RESU",
    "actingUserId": null,
    "href": "https://us.api.concursolutions.com/expensereports/v4/users/f2d07d5f-7a6f-44fa-98c7-c4b405bd6ca3/context/TRAVELER/reports/CB899F7D9F73420A8D8B"
  }
}

{
  "id": "3eabdcbf-07df-4acd-99de-7f5aef0f673d",
  "correlationId": "7e38939d-62f1-4bb4-9eef-5ea71fcbb1d8",
  "route": "stable",
  "eventType": "statusChanged",
  "topic": "public.concur.expense.report",
  "timeStamp": "2021-03-19T00:37:39.550Z",
  "facts": {
    "currentApprovalStatus": "A_PECO",
    "reportId": "CB899F7D9F73420A8D8B",
    "stepCode": "CO_STEP",
    "lastModifiedDate": "2023-04-10T15:55:17.962Z",
    "userId": "45afdc31-0593-4e95-ba75-b094e9326b6d",
    "reportType": "Statement",
    "previousPaymentStatus": "P_NOTP",
    "companyId": "12fc85ee-6f43-4d85-ba0d-94e844849dc1",
    "processId": "0211A2F15CD6354C8552FB9D7D83B331",
    "currentPaymentStatus": "P_NOTP",
    "startingStep": {
      "roleCode": "CO_APPROVER",
      "stepInstances": [
        {
          "id": "6D22160A844E4E4EBF8D0B4CD1CF4E5F",
          "assignedUserId": "42d248f3-cc43-464b-8685-09e584835f25"
        },
        {
          "id": "3DE6845BA15ACC41A7DE3F90D94291AD",
          "assignedUserId": "aa024d31-95eb-4270-b9f8-cb6b5f558a7c"
        }
      ]
    },
    "previousApprovalStatus": "A_PEND",
    "actingUserId": null,
    "href": "https://us.api.concursolutions.com/expensereports/v4/users/f2d07d5f-7a6f-44fa-98c7-c4b405bd6ca3/context/TRAVELER/reports/CB899F7D9F73420A8D8B"
  }
}

{
  "id": "be3a6976-00e7-4b06-9c95-b4f2c3330ea6",
  "correlationId": "7e38939d-62f1-4bb4-9eef-5ea71fcbb1d8",
  "route": "stable",
  "eventType": "statusChanged",
  "topic": "public.concur.expense.report",
  "timeStamp": "2021-03-19T01:11:57.169Z",
  "facts": {
    "currentApprovalStatus": "A_ACCO",
    "reportId": "CB899F7D9F73420A8D8B",
    "stepCode": "ACCTCLERK",
    "lastModifiedDate": "2023-04-10T21:54:16.661Z",
    "userId": "4cecc318-ba1e-4a7d-871e-7cba3cc8e433",
    "reportType": "AutoCreated",
    "previousPaymentStatus": "P_NOTP",
    "companyId": "12fc85ee-6f43-4d85-ba0d-94e844849dc1",
    "processId": "0211A2F15CD6354C8552FB9D7D83B331",
    "currentPaymentStatus": "P_NOTP",
    "startingStep": {
      "roleCode": "ACCT_CLERK",
      "stepInstances": [
        {
          "id": "C855E3CC889C0C4EA011A1A7F0984135",
          "assignedUserId": null
        }
      ]
    },
    "previousApprovalStatus": "A_PEND",
    "actingUserId": null,
    "href": "https://us.api.concursolutions.com/expensereports/v4/users/f2d07d5f-7a6f-44fa-98c7-c4b405bd6ca3/context/TRAVELER/reports/CB899F7D9F73420A8D8B"
  }
}