The Perfect Trip

Concur Employee Spend Management

©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.

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.


Broadest Travel Content
Unbiased and independent of suppliers, distribution or agencies


E-Receipts


Growing E-Receipts Partners

100% Commercial Airline
Participation


Making Life Easier

Flight Alerts Alternate Flights

Point Tracker Refund Tracking

Inner Circle Travel Perks

Expense Integration


Airfare Refund Tracking


Integrated saves time & money
Time to complete an expense report

41% FASTER Approval Process

Expense-Processing Costs
21% QUICKER
51%


Concur Mobile


Capture Options


Approval Workflows $$$
Threshold/Limit
Approver

Accounting

Direct Manager


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


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


Audit Reports


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


Manage

120+
reports
Identify

Uncover


easily create
DASHBOARDS


Analytics & Reporting
Air Adoption by Month Billed Transaction Reconciliation
Adoption (Air, Car, Hotel) Billed Transaction Reconciliation – Detail
Air Analysis: Cliqbook vs. Agency Summary Credit Card Transactions
Airfare Details Expense Entry Analysis Details (grouped by Employee)
Airfare Summary Expense Entry Analysis Details (grouped by Expense Type)
Car Rental Details Expense Report Totals
Car Rental Summary Expense Summary by Employee and Year
Employees Traveling Expense Summary by Expense Type and Year
Hotel Details Report Entry Exceptions
Hotel Summary Report Header Exceptions
Number of Trips by Traveler Top Exception Violators
Itinerary Details Top Spend by Vendor
Travel Summary Top Spenders by Employee
Voided Air Tickets Top Spenders by Expense Type
Approver Statistics Un-submitted Expense Entry Analysis (by Employee)
Attendee Details Un-submitted Expense Entry Analysis (by Expense Type)
Attendee Summary


Analytics & Reporting


Reporting


Reporting Formats


Bursted Reports Delivery
Run a report once and divide the
results for distribution to recipients

CFO

Procurement

Sales & Marketing


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


IMPLEMENT
integrated travel & expense
w/ CONFIDENCE


18
years
Experience
& expertise: 17,000+
deployments

200+ consultants
10 countries
in


Get up
& running
Experience Stay up
& expertise: & running

Partner for
the long-term


We’ll take the calls.
> User Support


The Perfect Trip

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Editor's Notes