The Perfect Trip

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  • E-Receipt: The term e-receipts refers to invoice data sent to Concur through the Concur Connect Program. This data comes directly from the supplier and provides the user with a complete IRS Compliant receipt image linked to their expense item. The e-receipt information may not contain all line items, usually due to credits or returns. The total on the e-receipt will always be the correct transaction total.
  • Growing List of E-Receipt Partners… 100% Commercial AirlineParticipationConcur pioneered the delivery of electronic receipts – complete, live and electronic folio data directly from leading travel suppliers as part of its Concur Connect platform. E-receipts contain the entire record of a supplier transaction. So, when they feed directly into expense reports you know that the information is accurate.
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  • The Perfect Trip

    1. 1. Concur Employee Spend Management ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    2. 2. Save time with integrated travel and expense, Freedom to book Manage Share Expense Report & travel Trip Report Analyze anywhere and get control of your spend. ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    3. 3. Broadest Travel Content Unbiased and independent of suppliers, distribution or agencies ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    4. 4. E-Receipts ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    5. 5. Growing E-Receipts Partners 100% Commercial Airline Participation ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    6. 6. ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    7. 7. Making Life Easier Flight Alerts Alternate Flights Point Tracker Refund Tracking Inner Circle Travel Perks Expense Integration ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    8. 8. Airfare Refund Tracking ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    9. 9. Integrated saves time & moneyTime to complete an expense report41% FASTER Approval Process Expense-Processing Costs 21% QUICKER 51% ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    10. 10. Concur Mobile ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    11. 11. Capture Options ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    12. 12. Approval Workflows $$$ Threshold/Limit Approver Accounting Direct Manager ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    13. 13. Audit Traveler 1 Submits an Expense 2 Report Audit Reviews the Report Audit PASSES Report Routed for Manager Approval Audit FAILS Report is Sent 3 Back to the Employee for Correction Completely Managed by Report is Released For Concur Payment ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    14. 14. Expense Report Auditing You determine audit selection criteria:  Target Lists – e.g. new hires, executive, ‘cowboys’  Special Conditions – e.g. expense report $ threshold criteria  Random Audit – Percentage of expense reports submitted You determine audit review activity:  Receipt Audit – receipt validation includes:  Expense Type Validation and Classification  Documentation / Explanation  Cash Expenses (out of pocket)  Taxable Items  Capital Expenses  Policy Audit – Validation against corporate travel policy ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    15. 15. Audit Reports ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    16. 16. Payments – Employees & Corp Cards MANAGED BY CONCUR Expense Report Payment successfully Verify lands in filers account $ Sent to and issuing bank traveler Funds and card Debited to Concur Payment returned Update filer bank info Concur notifies & provides details©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    17. 17. Manage120+ reports Identify Uncover©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    18. 18. easily createDASHBOARDS ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    19. 19. Analytics & ReportingAir Adoption by Month Billed Transaction ReconciliationAdoption (Air, Car, Hotel) Billed Transaction Reconciliation – DetailAir Analysis: Cliqbook vs. Agency Summary Credit Card TransactionsAirfare Details Expense Entry Analysis Details (grouped by Employee)Airfare Summary Expense Entry Analysis Details (grouped by Expense Type)Car Rental Details Expense Report TotalsCar Rental Summary Expense Summary by Employee and YearEmployees Traveling Expense Summary by Expense Type and YearHotel Details Report Entry ExceptionsHotel Summary Report Header ExceptionsNumber of Trips by Traveler Top Exception ViolatorsItinerary Details Top Spend by VendorTravel Summary Top Spenders by EmployeeVoided Air Tickets Top Spenders by Expense TypeApprover Statistics Un-submitted Expense Entry Analysis (by Employee)Attendee Details Un-submitted Expense Entry Analysis (by Expense Type)Attendee Summary ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    20. 20. Analytics & Reporting ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    21. 21. Analytics & Reporting ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    22. 22. Analytics & Reporting ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    23. 23. Reporting ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    24. 24. Reporting ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    25. 25. Analytics & Reporting ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    26. 26. Analytics & Reporting ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    27. 27. Analytics & Reporting ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    28. 28. Analytics & Reporting ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    29. 29. Reporting Formats ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    30. 30. Bursted Reports Delivery Run a report once and divide the results for distribution to recipients CFO Procurement Sales & Marketing ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    31. 31. Configurable Extract Concur Extract File  CSV. file, pipe delimited  Allocations for approved expense reports Concur  Available On-Demand ERP or Accounting  Supports GL structure Software  Transmitted by secure https ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    32. 32. IMPLEMENTintegrated travel & expense w/ CONFIDENCE ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    33. 33. 18 yearsExperience & expertise: 17,000+ deployments 200+ consultants 10 countries in ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    34. 34. Get up & runningExperience Stay up & expertise: & running Partner for the long-term ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    35. 35. We’ll take the calls.> User Support ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    36. 36. ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
    37. 37. ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.

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