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Concur best practices in travel and expense management
- 1. Concur Best Practices inTravel and Expense Management Lindsey Voigt| Senior Manager Lindsey.voigt@concur.com| 952-947-1619 www.concur.com
- 2. Managing Travel withConcur Best-in-class combination of: Service to the business traveler, assistance to the corporate manager and savings for the bottom line Automation, security, convenience and visibility via cloud-based software Result = Solutions that are Simple Adaptable Insightful © 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 3. Manual Process isInefficient and Labor Intensive Complete and Submit Expense Report Reporting AP, Book Trip Managers, Executives Reimbursement Audit AP © 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 4. Concur’s View ofTravel and Expense Management Seamless, simple, cost-effective, adaptable. Manage Trip and Complete Pay Employee Expenses via and Submit and Book Trip Mobile Phone Expense Report Audit Corporate Card Reporting One Platform One Service One User Experience One Set of Reconciled Data © 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 5. Concur - Imaginethe Perfect Business Trip One Platform Online travel booking tool Paperless e-receipts Auto-populated expenses Automated compliance One set of reconciled data Mobility through lifecycle One User Experience © 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 6. Broad Market Expertiseand Capability Process $50 28 million billion in T&E transactions spend a year annually 15,000+ clients 1,700+ in more than employees 90 countries worldwide © 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 7. All content inone convenient location Negotiated and Published Single Multi-GDS Global Instance Direct Connect Web Fares © 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 8. E-Receipts Simplify Processand Enable Smart Expenses © 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 9. Actionable Data: SmartExpenses Itinerary Card E-Receipt Smart Expenses Data + Data + Data = Enhanced Auditing Compliant Traveler incurs Trusted receipt All sources of data is compared to business trip expenses during direct from ensure policy compliance and negotiated booked business trip vendor rates are honored. Booked at Charged E-Receipt Smart Expense $570.00 $570.00 $570.00 Itinerary data matches card data and e-receipt. Airfare automatically imaged as e-receipt. No Coach Airfare Coach Airfare Coach Airfare action necessary. Booked at Charged E-Receipt Flagged Transaction $543.23 Itinerary data does not match e-receipt. Hotel did $109.99 $139.99 not charge negotiated corporate rate creating Hotel at No e-Folio data, no Auto-itemizes hotel bill, leakage. Follow-up with hotel for refund. Corporate Rate way to tell what was identifies higher rate charged per night Booked at Charged E-Receipt Flagged Transaction $59.99 $79.99 $79.99 Itinerary data does not match e-Receipt and reported expenses, expense report out of policy. Rate per day doesn’t Rental car e-receipt – Compact-Size full detail shows Remind traveler of corporate policy to Rental Car show full detail change behavior. traveler upgraded to full size © 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 10. + © 2011 Concur,all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 11. Most people When they could travel like this: travel like this: © 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 12. Apps Master Itinerary Calendar Feeds Mobile Access Maps & Directions Travel Statistics Seating Advice Twitter, Facebook, LinkedIn Online Check-in Sharing Who’s Close © 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 13. Apps Flight Alerts Alternate Flights Master Itinerary Calendar Feeds Mobile Access Maps & Directions Travel Statistics Point Tracker Seating Advice Refund Tracking Twitter, Facebook, LinkedIn Online Check-in Sharing Who’s Close Inner Circle Travel Perks © 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 14. Mobile expense © 2011Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 15. Next steps tosave time, money and delight your travelers Contact me on LinkedIn or by Email: Or Call Me Direct: 952.947.1619 Don’t want to connect today? Complete our quick survey to be contacted by Concur when you’re ready Concur Survey Lindsey Voigt| Senior Manager Lindsey.voigt@concur.com| 952-947-1619 www.concur.com © 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Editor's Notes
- #11 Earlier this year, we acquired TripIt for this very reason. Just 4 short years after launching, TripIt has more than 2 millions users around the world.And TripIt has been a true industry pioneer, creating the standard for the mobile travel experience, and we’re excited to bring this technology to more business travelers. Here’s how it works.
- #12 TripIt®, the leading mobile trip management service from Concur, helps people organize and share their travel plans no matter where they book. Travelers simply forward their travel confirmation emails from over 3,000 sites to plans@tripit.com. TripIt automatically creates a master itinerary that combines all their travel plans plus maps, directions and more.
- #13 To help travelers stay connected and provide even more conveniences when they are on the road.With TripIt, you can share and collaborate on trips with friends and colleagues using social networks or TripIt Groups. TripIt itineraries can be accessed online, via iPhone, Android, and BlackBerry devices, or from m.tripit.com.
- #14 TripIt Pro premium service for frequent travelers automatically monitors travel itineraries, providing mobile alerts, alternate flight options, frequent traveler point tracking, flight refund tracking and notification, and automated trip sharing.
- #15 But of course travel is only one piece of the puzzle. We also have an expense app, so users can create, review and approve expense reports and manage receipts right from their smartphone. Here’s how it works:A new report can be created. Traveller can add expense items manually and import credit card charges that are waiting to be added to a reportManagers have expense reports and invoices queued up for your approval. They can review summary report, line item details, view attached receipts, and approve or send back to submitter (reject)At one Retail client - It was a mandate from the CFO that the Pcard holder approve all Pcard charges and it could not be a delegate (someone they assigned to approve on their behalf). Pcard holders were also frequent travelers, which meant they were on the road a lot and could not get to review and approve expenses in a timely manner. The Pcard holders pushed back on the mandate from the CFO saying they simply could not keep up with this processSeeing this as an opportunity to use Concur Mobile, the Retail company’s Concur administrator told the CFO that they had a solution for the issue. Using Concur Mobile would allow the pCard owners to review and approve their pCard expenses. Now when a card owner asks for delegate functionality to be turned on, they are told to use Concur Mobile so they can approve expense from the road. All parties are happy