Concur Automated Travel and Expense Management
Transcript of Concur Automated Travel and Expense Management
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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.
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Today’s Presenter
Seth Ellertson | Net@WorkDirector of Sales
Crystal Cecka | ConcurAdvisor Sales Executive
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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
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Net@Work Overview – Solutions & Services
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Net@Work + Concur Partnership
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Agenda
Who is Concur
How we do it…Concur Demo
Why we do it ?
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Integrated Cloud + Mobile Platform
Integrated Travel + Expense + Invoice
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Concur Has You CoveredThe Concur platform can manage all other non-payroll spending
35%
Expenses InvoicesTravelLabor
65%
Concur Platform
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Business Costs: Typical spending breakdown across small & mid-sized companies
35%
Payroll
10%
Travel & Expenses Everything Else
55%
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Compliance
Integration
Resources
Visibility
Scalability Mobility
Travel Expense Invoice
Spend Management: Manage your costs while also maintaining sound business practices
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T&E =
8-12%of operating
expenses
Average business: 20%Is out of policy, but could be controlled
Why automate T&E?
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51%Expense-Processing Costs
41% FASTERTime to complete an expense report
21% QUICKERApproval Process
Integration saves time & money
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6 Most Significant Additional Costs
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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
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Heavy investment in R&D and value added partnerships
9,000+SMB clients located in North America
27MUsers
High client satisfactionwith over 96% client retention
Trusted by
30,000+ clients located in over 150 countries
Global Company+Local Support
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+96% Client Retention
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Book a Trip
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Concur TravelCreate 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)
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If it’s simple, it’s usable.
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Travel Policy Built In
Price to Beat
Travel Points aka Pointification
GSA Rates
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Growing List of E-Receipt Partners…
100% Commercial AirlineParticipation
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E-Receipts
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Expense
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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
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Intuitive Expense Tools Personal & Corporate Card Integration
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Google Maps Mileage Calculator
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Where are my receipts?
• OCR Technology
• Voice Recognition
• Create, Submit & Approve
from anywhere in the
world!
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Invoice
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Concur InvoiceAutomate 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
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80%
COSTS
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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
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Prepopulate and Verify
Populate: OCR Manual Coding Auto-Assign Populate: Auto-Code
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Flexible & Streamlined
Check
ACH
Card Payment Voucher
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AppCenter
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Welcome to the Concur AppCenter
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Data Integration
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Concur works with Sage ERP
solutions
On-Demand File Extract
Web Services
FTP
Other ERP’s
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Demo
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Thank You For Attending!
Please type in your questions
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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: [email protected]
Contact Net@Work:
Phone: 800-719-3307
Web: www.netatwork.com/concur