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Concur Business & Travel Expense Management Webcast
Gia Lane: RKL eSolutions
Crystal Cecka: Concur
February 25th 2015
Focused. On you.
To Join the Audio:1-650-479-3207 Access Code: 662 083 634
Agenda
Who is Concur
How we do it…Concur Demo
Why we do it ?
Integrated Cloud + Mobile Platform
Integrated Travel + Expense + Invoice
5
Heavy investment in R&D and value added partnerships
9,000+SMB clients located in North America
27MUsers
High client satisfactionwith over 95% client retention
Trusted by
30,000+ clients located in over 150 countries
Global Company+ Local Support
+95% Client Retention
YESTERDAY
BankingTODAY
YESTERDAY
PayrollTODAY
YESTERDAY
Expense ReportingTODAY
Manual T&E management is inefficient
T&E =
8-12%of operating
expenses
Average business: 20%Is out of policy, but could be controlled
Why automate T&E?
51%Expense-Processing Costs
41% FASTERTime to complete an expense report
21% QUICKERApproval Process
Integration saves time & money
13
6 Most Significant Additional Costs
13
Lost Sales
Additional AP Staff as Company Grows
Paper storage
Office supplies (paper, envelopes,
etc.)
+ postage and courier costs
Limited visibility into spend to make smarter decisions
Inability to reallocate AP resources to strategic initiatives
The Broadest Travel Content
Concur – All Within Policy
Electronic receipts
AirlinesHotels
Car RentalsTaxi
Rail
Concur E-receipts
17
Mobile
ParisiP
Turn receipts into reports
N O
T Y P I N G
REQUIRED
Most people travel like this:
When they could travel like this:
Flight Alerts
Alternate FlightsPoint Tracker
Inner Circle
Refund Tracking
Travel Perks
Expense Integration
Seat Alerts
Concur works with Sage ERP solutions
Demo
Concur Travel & Expense
The Concur Trust Platform guarantees the highest level of data security and reliability.
Get more out of your solution with Concur Services
• Enter & edit new expenses
• Approve expenses
• Take pictures & digitally attach receipts
• View real-time reports
• View travel itineraries & flight status
• Corporate card
• Payroll
• ERP
• Invoice
• Travel (E-receipts, 3-way match)
• Intelligence needed for planning, budgeting and forecasting
• Insight into spend by supplier and expense category
• Visibility into itineraries, frequency of travel & overall ROI of business travel
Mobile Will Soon Be the Only Way
Integrate with Your Existing Set-Up
Get insight into your spend
• Travel
• CRM
• And more…
Trave l + Expense + Invo ice
integrated system
Concur Invoice Management
• Invoice Capture
Service
• Scan/OCR
• Check Requests
• E-Invoice
Capture
• Coding & Allocations
• Approvals
• Notifications
• Rules
Approve
• Extract to ERP
• Check/ACH
• Optimize Cash
Flow
Pay
•Reports & Dashboards
•Track Invoice Accruals
• Invoice Cycle Time and
other KPI’s
•Top Vendors by Spend
•Vendor Portal
Visibility
New Vendor
SetupAdd to Vendor
Master List
Invoice Processing
UpdatedReview Request
27
Sample Workflow
Invoice Received
by ConcurEmployee
Reviews and
Submits
First Level
ApprovalAccounting
Processes
Vendor
Payments
ERP
update
Analyze data
28
Contact RKL eSolutions for pricing, compatibility and consulting review for your business reporting needs.
East Coast West [email protected] [email protected] 717.735.9131