Concur Automated Travel and Expense Management
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Optimize your Business Travel and Expense Concur, a leader in travel and expense management software, will help you not only save money, but also help with productivity in the office and on the road. Concur can help get employees and management on the same page by creating a strategy for spending. Concur, a leader in travel and expense management software, will help you not only save money, but also help with productivity in the office and on the road. Concur can help get employees and management on the same page by creating a strategy for spending. Join this webinar demonstration where the experts from Concur will be tackling several questions such as: How is innovation in spend management and automation helping organizations grow and adapt faster while reducing costs? How are cloud and mobile solutions increasing your overall value with your existing Financial System (Sage ERP, NetSuite etc.) How is Concur leading the industry by integrating all of your company’s travel, expense and AP/invoice processes into a single, scalable way to manage spend - no matter where or when it happens. Concur links with the leading ERP software including: Sage 100, Sage 300, Sage 500, Sage X3 and NetSuite.
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Concur Automated Travel and Expense Management
- 1. Start Time: 2:00pm EST Welcome! Concur Automated Travel & Expense Management We will begin shortly Webinar Audio: You can dial the telephone numbers located on your webinar control panel. Or listen in using your microphone or computer speakers. We will begin shortly.
- 2. Today’s Presenter Seth Ellertson | Net@Work Director of Sales Crystal Cecka | Concur Advisor Sales Executive
- 3. Webinar Details • Today’s Webinar is roughly 1 hour • All phone lines are muted • If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panel
- 4. Net@Work Overview – Solutions & Services
- 5. Net@Work + Concur Partnership
- 6. Agenda Who is Concur How we do it…Concur Demo Why we do it ?
- 7. Integrated Cloud + Mobile Platform Integrated Travel + Expense + Invoice
- 8. Concur Has You Covered The Concur platform can manage all other non-payroll spending 35% Expenses InvoicesTravelLabor 65% Concur Platform
- 9. Business Costs: Typical spending breakdown across small & mid-sized companies 35% Payroll 10% Travel & Expenses Everything Else 55%
- 10. 10 Compliance Integration Resources Visibility Scalability Mobility Travel Expense Invoice Spend Management: Manage your costs while also maintaining sound business practices
- 11. T&E = 8-12% of operating expenses Average business: 20%Is out of policy, but could be controlled Why automate T&E?
- 12. 51% Expense-Processing Costs 41% FASTER Time to complete an expense report 21% QUICKER Approval Process Integration saves time & money
- 13. 13 6 Most Significant Additional Costs 13 Lost Sales Additional AP Staff as Company Grows Paper storage Office supplies (paper, envelopes, etc.) + postage and courier costs Limited visibility into spend to make smarter decisions Inability to reallocate AP resources to strategic initiatives
- 14. 14 Heavy investment in R&D and value added partnerships 9,000+ SMB clients located in North America 27M Users High client satisfaction with over 96% client retention Trusted by 30,000+clients located in over 150 countries Global Company + Local Support
- 16. 16 Book a Trip
- 17. 17 Concur Travel Create the perfect business trip with Concur. Features: • Book travel on the go • Largest global travel booking system built for companies • E-receipt integration • Familiar & simple user experience • Built-in policies to direct spend • Vendor management & discounts • Exclusive access to Direct Connect fares (Southwest Airlines, Air Canada, etc)
- 18. If it’s simple, it’s usable.
- 19. 19 Travel Policy Built In Price to Beat Travel Points aka Pointification GSA Rates
- 20. 20 Growing List of E-Receipt Partners… 100% Commercial Airline Participation
- 21. 21 E-Receipts
- 22. 22 Expense
- 23. 23 Expense Management Made Easy. Improve productivity, compliance and control over business expenses. Features: • Create & approve from your mobile device • Instant receipt capture & match • Reconciliation with imported credit card data • Visibility as spend happens • Policy control • Approval workflows • Real-time insight into spending
- 24. 24 Intuitive Expense Tools Personal & Corporate Card Integration
- 25. 25 Google Maps Mileage Calculator
- 26. 26 Where are my receipts? • OCR Technology • Voice Recognition • Create, Submit & Approve from anywhere in the world!
- 27. 27 Invoice
- 29. 29 Concur Invoice Automate accounts payable and get full visibility into spend. Features: • Flexible invoice capture & PO match • Intuitive purchase request • Review & approve via mobile device • Robust workflows for approval & allocations • Payment processing via ACH, checks, credit cards • Insightful data & analysis • Track progress of payment via Supplier Portal
- 30. 30 80% COSTS
- 31. 31 Concur Invoice simplifies and accelerates the invoice process • Scan/OCR • Capture Service • Check Requests • E-Invoice Capture • Configurable Workflow • PO Matching • Coding & Allocations • Authorized Approval Approve • Client Pay • Concur Pay option • Control • Optimize Cash Flow Pay • 30 Standard reports • Dashboards • Supplier Portal Visibility • Purchase Request • Approval • Issue PO Procure New Vendor Setup Add to Vendor Master List Invoice Processing UpdatedReview Request
- 32. 32 Prepopulate and Verify Populate: OCR Manual Coding Auto-Assign Populate: Auto-Code
- 33. 33 Flexible & Streamlined Check ACH Card Payment Voucher
- 34. 34 AppCenter
- 35. 35 Welcome to the Concur AppCenter
- 37. Concur works with Sage ERP solutions On-Demand File Extract Web Services FTP Other ERP’s
- 38. Demo
- 39. Thank You For Attending! Please type in your questions
- 40. How To Contact Us: For any questions, please contact your Net@Work Account Manager or for more information contact: Seth Ellertson | Net@Work Phone: 623.748.1616 Email: sellertson@netatwork.com Contact Net@Work: Phone: 800-719-3307 Web: www.netatwork.com/concur
Editor's Notes
- [Our Solution] Here’s our approach. We’ve created the Concur platform. A new approach to managing total spend that’s designed the way the world SHOULD work—to manage spend the way spend happens today. Concur is a solution designed for control AND flexibility. Designed to manage your total spend. Because with Concur you can: Integrate all your spend data from any source—from your vendor invoices, expense reports and travel itineraries; from your HR, ERP and other back-office systems; from your TMC; from your various credit cards—into a single source of truth for every dollar you spend. Create an efficient, versatile AP engine to reduce costs associated with inefficient manual and paper-based processes while increasing operational efficiency by automating the time-consuming process of collecting, submitting, approving and paying for purchases. Deliver in-depth insight into your spend, so you don’t just track your budget, you control spend before it’s spent. Create a mobile experience that will stick with your employees—so business owners can approve invoices from wherever they are.
- Companies total spend can broken into three categories – 10% relates to Travel & Expense Costs, 35% relates to Payroll and 55% relates to AP/Vendor Invoicing. Everyone on the phone today has automated T&E spend through Concur, most of you have automated through a payroll service like ADP, however what we’re finding is this largest category of spend remains manual for business today. But let’s face it for accurate cash flow planning you need one system that pulls together both T&E and vendor invoicing to encompass 65% of your total spend.
- Emotional Pathway- OUR SOLUTION With over 20,000 deployments in more than 100 countries we have a strong track record of helping our customers get value from automating their T&E process. 9,000 of those clients are small and medium-sized businesses in North America, just like you. Concur is not just about “automating the expense process” but transforming how businesses capture and manage spend. Concur is a truly special place. Our founders are still leading 20 years later. Our culture is built on humanity where there’s a high level of trust as well as risk. All of this is reflected in our commitment to deliver the best for our customers. You can have confidence that we’ve developed the functionality to meet your needs for today, but we also have the flexibility and functionality to fit your business in the future as it grows. We have the know-how and relationships that can only be gained from 20+ years of T&E specific experience. We can be deployed across all your offices, whatever your size and global span. Not only is Concur innovating but we’re investing in a vibrant community of emerging T&E sector companies through the Concur Perfect Trip Fund. (150M fund). I share that only to illustrate how we’re thinking about change and how we’re leading the industry into the future. You will not get this complete integration and vision from any other vendor. Through a unique combination of strategic investment and value-added partnership opportunities within the travel ecosystem, Concur continues to extend the Concur T&E Cloud and make it the global platform for innovation for business travel.
- NOTE: UI Talk Track WE’VE CREATED Travel booking tools with a consumer LOOK AND feel that your travelers will recognize. This eases change management and drives adoption. We have many stories of high adoption and it’s not uncommon to hear clients achieving 90+% adoption…even without a mandate. What you see here: Quickly navigate search results with a familiar grid (used in consumer world) Web 2.0 tools (on the right) to narrow or expand search times See the tabs across the top, these are all your travel and expense needs in one place – a single profile and login for the end user The end user’s profile includes travel preferences, travel reward numbers, card data and trip templates for easy and fast travel booking…less keying in of data (i.e. name info, cc numbers, and reward numbers – they are automatically applied to reservation, or available in a drop down) For the end user – convenience = time saved For you (the company) - policy and preferred suppliers are built in to travellers options = control
- Finally, a manual, paper-driven system simply isn’t scalable. As your business grows, you will have more people traveling more often and more expenses to manage. Letting this growth happen while maintaining comfortable profit margins and keeping expenses low requires tremendous visibility into your spend and how that spend matches up to your goals and priorities of your business.
- Concur’s Invoice management solution modernizes your current invoice process and includes all the fundamental components you would expect from invoice management software: Ability to set up new vendors quickly Ability to process procurement requests and P.O.s Invoice capture via multiple means Approval routing capabilities and tracking Payment capabilities KPI and reporting tools
- One interface – you’re familiar with, already trained AP staff on these controls – not separate logon or look and feel Very competitive – you can do this because Business logic together Yes we do OCR – but we also have rules that populate invoice) And then finally we can auto route (rules that drive efficiency and accuracy) Same UX and functions as Payment Request screen Basic fields pre-populated via OCR Flexible form (custom and routing fields) VERIFICATION TAB – modeled after payment request screen Side by side view (invoice image, and data fields) All the same layout and function Data is populated based on OCR technology Standard Header and Line Item fields will be populated by OCR (underlying provider is Brainware) Any field standard or custom can be added to the screen based on client need, however OCR will only populate the standard fields you’ve been used to with current Intelligent Capture (will review)
- Via ACH Checks Card authorization email Based on YOUR payment terms