Concur best practices in travel and expense management

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Concur best practices in travel and expense management

  1. 1. ConcurBest Practices in Travel and Expense Management Lindsey Voigt| Senior Manager Lindsey.voigt@concur.com| 952-947-1619 www.concur.com
  2. 2. Managing Travel with Concur  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. 3. Manual Process is Inefficient 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. 4. Concur’s View of Travel 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. 5. Concur - Imagine the 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. 6. Broad Market Expertise and 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. 7. All content in one 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. 8. E-Receipts Simplify Process and Enable Smart Expenses© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
  9. 9. Actionable Data: Smart Expenses 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. 10. +© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
  11. 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. 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. 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. 14. Mobile expense© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
  15. 15. Next steps to save 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.

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