Travel Booking Tool Integration

Advantage Financial can integrate with the third-party travel booking tool of Emburse (formerly known as Certify) to streamline travel booking and authorizations. This allows users to reserve flights, hotels, and rental cars while ensuring that financial approvals are managed within Advantage Financial. A traveler connects to the tool with the Book a Trip action on the Travel and Expense Landing Page.

The Book a Trip action navigates a user to Emburse, where a traveler can make the necessary reservations. Upon the completion of the booking in Emburse, a draft Authorization is created with a special External Travel Indication to signify the origin of the Authorization. A traveler can then complete the remainder of the transaction. When the Authorization submits to final, a record is inserted into a table to tie the transaction to the tool. The REF_TRAUTH table has no online page for inquiry. Also, when going to the final, the Purchase Trip action becomes available on the Trip Information section of the Authorization for a user to complete the booking in Emburse.

Emburse is only available through Travel Wizards. An active license/contract must be present with Emburse and an Emburse URL must be provided for user access. Traveler profiles need to be established within the Emburse environment. Refer the Advantage Connect – Certify Integration Guide for additional Certify configuration. Warning: The Emburse URL is live and fully operational, meaning any bookings or purchases made through it are legitimate and will be processed accordingly.

Setup:

  • Configuration Flags

    • ssoForExternalFlag feature flag = true

    • sso.conf file design flag Travel Certify = true

Traveler Requirements:

  • User must be configured as a traveler.

  • Travelers must have an Emburse account.

  • Payment methods must be set up in Emburse.

Expense Type Setup:

  • The available options for integrated booking between Emburse and Advantage Financial include Airfare, Lodging, and Rental Car.

  • Expense type configuration requires that an Expense Type is configured with a Booking Tool Expense of Airfare, Lodging, and Rental Car.

    • This Expense type is utilized on the Draft Travel Authorization Created.

  • Expense type cannot be configured to Per Diem. 

Data Exchange:

  • Information is transmitted via Advantage Connect using preconfigured URLs within the following server configuration files: advantage adv_conf and sso.conf file.