The survey found that over half of small businesses and mid-sized companies expect to spend less on travel and expenses in 2014 compared to 2013. Large enterprises were more evenly split on expecting more or less spending this year. Most companies currently manage expenses through spreadsheets, but many are considering switching to web-based expense management software. Reducing costs and improving visibility into spending were the top pressures driving companies to improve their expense management systems.

1. Expense Management
Outlook
March 5, 2014
2014

2. Expense Management Outlook 2014 March 5, 2014
In February 2014, Certify conducted a survey asking businesses
how they currently manage their TE expenses and whether they
are considering changes to their current system. This infographic
illustrates the information Certify received in the survey responses.
This data was collected from 2.11.2014 through 2.19.2014, and included
responses from Finance professionals and CFOs for small, mid-sized,
and large enterprise businesses based in North America.
Annual TE Spend by Company Size
Travel Spend, 2013 vs. 2012 Projected Travel Spend, 2014 vs. 2013
60%
40%
20%
0
$50k $50k – $499k $500k – $999k $1mm – $5mm $5mm
Same
33% small
26% mid-size
4% enterprise
Same
46% small
26% mid-size
22% enterprise
Less
Unknown
Less
More
54% small
52% mid-size
70% enterprise
More12%
10%
12%
20%
20%
58%
58%
60%
12%
28%
1
COMPANY SIZE (EMPLOYEES)
Small 50
Mid-Size 50 – 1000
Large 1000
(Enterprise)
8% of small
businesses
17% of mid-size
companies
7% of large
enterprises
42% of small
businesses
64% of mid-size
companies
63% of large
enterprises
13% small
11% mid-size
15% enterprise
ALL RESPONDENTS ALL RESPONDENTS

3. Expense Management Outlook 2014 March 5, 2014
Current TE Management System
Integrations
50%
30%
40%
10%
20%
0
Pen Paper Spreadsheets Homegrown Web-BasedERP/AP
2
Travel Booking Methods
80%
13%
7%
Travel Websites
Travel Agency
Combination
of Methods
35%
14%
41%
10%
Travel
Websites
Software
Travel
Agency
Combination
of Methods Combination
of Methods
63%
Travel
Agency
23%
14%
Travel Websites
SMALL BUSINESS MID-SIZE COMPANY ENTERPRISE
65%
General Ledger
63%
Corporate
Credit Cards
59%
A/P
46%
ERP
20%
CRM
60% of small businesses
72% of large enterprises
20% small
25% enterprise 38% small
71% enterprise
57% small
74% enterprise
22% small
53% enterprise
ALL RESPONDENTS
COMPANY SIZE (EMPLOYEES)
Small 50
Mid-Size 50 – 1000
Large 1000
(Enterprise)

4. Expense Management Outlook 2014 March 5, 2014
3
TE Pain Points
Most Critical Area to Improve Pressures Driving T+E
Management Improvement
Reimbursement Time Line
(Days)
46%
Employee failure to submit reports on time
Employees loosing paper receipts
37%
Time to review and approve reports
35%
Reviewing for policy violations
27%
60%
40%
20%
0
7 7 – 14 15 – 30 30
Manual
Web-Based
ABOUT CERTIFY
Certify is a full-service travel and expense management company
that makes expense reporting easy. Certify automates the creation
of the expense report for the employee, providing online review and
approval process for managers, and streamlining the processing
and reimbursement process for accountants.
Each year, Certify conducts a survey asking businesses about
their current TE management process and publishes the results.
ALL RESPONDENTS
Creation/Approval
ProcessTravel
Booking
System
Integrations
Mobility
Other
36%
21%
20%
19%
4%
48% Reduce expense processing costs
35% Poor visibility into spend
27% Frequent non-compliant
travel expenses