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1
Welcome!
Concur for Abila MIP
AP Automation Simplified
We will begin shortly
Webinar Audio:
You can dial the telephone numbers located on your webinar control panel.
Or listen in using your headphones or computer speakers.
2
Today’s Presenters
Tom Boyer| SAP Concur
Senior Solutions Consultant
Jane Houle | Net@Work
Consulting Manager, Nonprofit Solutions
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
Concur for Abila MIP - Agenda
SAP Concur Overview
Why Concur invoice?
Benefits
The Basics
Using Concur with MIP
Questions
5
180+ Business
Technology Architects
and Consultants
IT Road
Mapping
& Strategic
Planning
Business
Process Review
Ecosystem
BI, Analytics
& Reporting
Cloud & IT
Managed Services
ERP/
Accounting
Web
Development &
e-Commerce
Sister Company
Payment
Processing
SWYPE
Sister Company
CRM &
Marketing
Automation
HRMS/
Employer
Solutions
Document
Management
Nonprofit
Solutions
Managed Print
Services
Sister Company
6
Net@Work + Concur Partnership
PUBLIC
Thank you for joining!
Tom Boyer, Senior Solutions Consultant
Live Demo of Concur Invoice
8
74%
SMB Clients
50M+
Users
High client satisfaction
with over 96% client retention
Trusted by
55,000+
clients located in over 100
countries
Since 1993
Global Company
Local Support
Heavy investment in R&D
and value added
partnerships
9
ONE INTEGRATED PLATFORM
Expense
Travel Invoice
SPEND
MANAGEMENT
SOLUTION
10
NON PROFITS That Use Concur
Y OU R G OA L S A R E OU R PU R POSE
Our automated payable solutions were designed to help achieve some of the biggest goals
we hear from small businesses like you.
S CA L E S U CCE SSFU LL Y
Plan for growth now to avoid trouble later.
IN CR E ASE M A R G INS
Cut back office costs and make the
front line’s lives easier at the same
time.
A VOID R IS K
Eliminate lost receipts, stacks of
paper, manual data entry, and hours
of headaches.
11
12
Concur WHY CLIENTS HAVE PARTNERED WITH SAP CONCUR
Solution – Concur is the only end-to-end spend management solution in the marketplace
with OCR– Eliminate 100% of manual data entry.
Scalability – Companies outgrow our competitors solutions every day. They don’t have
the scalability to support future growth, including global expansion, business growth and
need for customer support.
Security – Concur passes tests for security standards not only on our servers, but on the
applications as well. That means there is never a time when your data is not secure
(including individual credit card info, and company data).
Support – With Concur, you will ALWAYS have a point of contact to reach out to. We
have live support for all users.
13
Average Annual Benefits based on 1,000 Invoices
14
Invoice
Capture
Approval
Workflow
Payment &
Integration
Total Spend Visibility
Purchase
Requisition
Invoice Automation Made Simple
15
Mail
Fax
E-Mail
Fax
Mail
Getting your invoices into SAP Concur
16
Mailroom Service
Receive, open
and sort
Route
To client queue
Validate
Enter/verify fields
in Concur
Document Capture
Scan & verify image
Managed by SAP Concur
SAP Concur Invoice Capture Team
17
Review/Approve on-the-go
1
1 invoice to review
18
Working with Budgets
19
Vendor Payment Options
Notes: Please use the card ending in -4567, Contact
Sue Smith 425-497-6436 with any questions.
Check
ACH
Card Payment
Voucher
20
Supplier Portal
Where’s my
payment?
21
Live Custom Dashboards
BYVENDOR
View Top Spenders
23
Life-To-Date PO Report
24
Liability and Cash Flow
25
Accountability Reporting
Scheduling & Bursting
27
User Support Desk
▪ 24/7 end user support
▪ Travel booking & expense questions
Service Assistant
▪ Dedicated to your organization
▪ Offer best practice solutions
▪ Assist with administrative changes
Need Extra Support?
S.O.S
28
Connecting to MIP - How N@W Can Help
Concur Setup
General Ledger:
Import your Chart of Accounts
GL
Grants
Programs, Departments, all other segments
Vendors: Consistent with MIP
Import and Maintain your vendors
29
Connecting to MIP – How N@W Can Help
AP Invoices : Import into MIP or custom integration
Payments:
Pay in MIP
Pay in Concur
Payment Extract imported into MIP or custom integration
Please type in
your questions
Thank You For Attending!
Jane Houle | Net@Work
Nonprofit Solutions Consulting Manager
Email: jhoule@netatwork.com
Phone: 312-651-0364
800-719-3307
www.netatwork.com
netatwork.com/blog
Net@Work YouTube
Follow us on Twitter: @netatwork_corp
Follow Net@Work on LinkedIn
Follow Net@Work on Google+
Follow Net@Work on Facebook
Connect with
Net@Work
Julie Archer | Net@Work
Customer Account Manager
Email: jarcher@netatwork.com
Phone: 417-520-3718
Mary Orefice| Net@Work
Account Executive - Compliance
Email: morefice@netatwork.com
Phone: 804-298-3810

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Concur for Abila MIP

  • 1. 1 Welcome! Concur for Abila MIP AP Automation Simplified We will begin shortly Webinar Audio: You can dial the telephone numbers located on your webinar control panel. Or listen in using your headphones or computer speakers.
  • 2. 2 Today’s Presenters Tom Boyer| SAP Concur Senior Solutions Consultant Jane Houle | Net@Work Consulting Manager, Nonprofit Solutions
  • 3. 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. 4 Concur for Abila MIP - Agenda SAP Concur Overview Why Concur invoice? Benefits The Basics Using Concur with MIP Questions
  • 5. 5 180+ Business Technology Architects and Consultants IT Road Mapping & Strategic Planning Business Process Review Ecosystem BI, Analytics & Reporting Cloud & IT Managed Services ERP/ Accounting Web Development & e-Commerce Sister Company Payment Processing SWYPE Sister Company CRM & Marketing Automation HRMS/ Employer Solutions Document Management Nonprofit Solutions Managed Print Services Sister Company
  • 6. 6 Net@Work + Concur Partnership
  • 7. PUBLIC Thank you for joining! Tom Boyer, Senior Solutions Consultant Live Demo of Concur Invoice
  • 8. 8 74% SMB Clients 50M+ Users High client satisfaction with over 96% client retention Trusted by 55,000+ clients located in over 100 countries Since 1993 Global Company Local Support Heavy investment in R&D and value added partnerships
  • 9. 9 ONE INTEGRATED PLATFORM Expense Travel Invoice SPEND MANAGEMENT SOLUTION
  • 10. 10 NON PROFITS That Use Concur
  • 11. Y OU R G OA L S A R E OU R PU R POSE Our automated payable solutions were designed to help achieve some of the biggest goals we hear from small businesses like you. S CA L E S U CCE SSFU LL Y Plan for growth now to avoid trouble later. IN CR E ASE M A R G INS Cut back office costs and make the front line’s lives easier at the same time. A VOID R IS K Eliminate lost receipts, stacks of paper, manual data entry, and hours of headaches. 11
  • 12. 12 Concur WHY CLIENTS HAVE PARTNERED WITH SAP CONCUR Solution – Concur is the only end-to-end spend management solution in the marketplace with OCR– Eliminate 100% of manual data entry. Scalability – Companies outgrow our competitors solutions every day. They don’t have the scalability to support future growth, including global expansion, business growth and need for customer support. Security – Concur passes tests for security standards not only on our servers, but on the applications as well. That means there is never a time when your data is not secure (including individual credit card info, and company data). Support – With Concur, you will ALWAYS have a point of contact to reach out to. We have live support for all users.
  • 13. 13 Average Annual Benefits based on 1,000 Invoices
  • 14. 14 Invoice Capture Approval Workflow Payment & Integration Total Spend Visibility Purchase Requisition Invoice Automation Made Simple
  • 16. 16 Mailroom Service Receive, open and sort Route To client queue Validate Enter/verify fields in Concur Document Capture Scan & verify image Managed by SAP Concur SAP Concur Invoice Capture Team
  • 19. 19 Vendor Payment Options Notes: Please use the card ending in -4567, Contact Sue Smith 425-497-6436 with any questions. Check ACH Card Payment Voucher
  • 27. 27 User Support Desk ▪ 24/7 end user support ▪ Travel booking & expense questions Service Assistant ▪ Dedicated to your organization ▪ Offer best practice solutions ▪ Assist with administrative changes Need Extra Support? S.O.S
  • 28. 28 Connecting to MIP - How N@W Can Help Concur Setup General Ledger: Import your Chart of Accounts GL Grants Programs, Departments, all other segments Vendors: Consistent with MIP Import and Maintain your vendors
  • 29. 29 Connecting to MIP – How N@W Can Help AP Invoices : Import into MIP or custom integration Payments: Pay in MIP Pay in Concur Payment Extract imported into MIP or custom integration
  • 30. Please type in your questions
  • 31. Thank You For Attending! Jane Houle | Net@Work Nonprofit Solutions Consulting Manager Email: jhoule@netatwork.com Phone: 312-651-0364 800-719-3307 www.netatwork.com netatwork.com/blog Net@Work YouTube Follow us on Twitter: @netatwork_corp Follow Net@Work on LinkedIn Follow Net@Work on Google+ Follow Net@Work on Facebook Connect with Net@Work Julie Archer | Net@Work Customer Account Manager Email: jarcher@netatwork.com Phone: 417-520-3718 Mary Orefice| Net@Work Account Executive - Compliance Email: morefice@netatwork.com Phone: 804-298-3810