Concur Best Practices In Travel And Expense Management

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Concur Best Practices in Travel and Expense Management Jay Don| Regional Sales Executive [email protected] | 952.947.4370 www.concur.com

Transcript of Concur Best Practices In Travel And Expense Management

Concur

Best Practices in Travel and Expense Management

Jay Don| Regional Sales [email protected] | 952.947.4370

www.concur.com

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

Managing Travel with Concur

Best-in-class combination of:

Service to the business traveler, assistance to the corporate manager and savings for the bottom line

Automation, security, convenience and visibility via cloud-based software

Result = Solutions that are

Simple

Adaptable

Insightful

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

Manual Process is Inefficient and Labor Intensive

Book Trip

Complete and Submit Expense Report

Audit

Reimbursement

AP

Reporting

AP, Managers, Executives

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

Concur’s View of Travel and Expense Management

Complete and Submit

Expense ReportBook Trip Reporting

Pay Employee and

Corporate CardAudit

Manage Trip and Expenses viaMobile Phone

One Platform One Service

Seamless, simple, cost-effective, adaptable.

One User Experience One Set of Reconciled Data

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

One Platform

One User Experience

Concur - Imagine the Perfect Business Trip

Online travel booking tool

Paperless e-receipts

Auto-populated expenses

Automated compliance

One set of reconciled data

Mobility through lifecycle

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

Broad Market Expertise and Capability

Process $50 billion in T&E spend a year

1,700+ employeesworldwide

28 million transactions

annually

15,000+ clients in more than 90 countries

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

All content in one convenient location

Web Fares

Direct Connect

Multi-GDS

Negotiated and

Published

Single

Global

Instance

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Itinerary Data

E-Receipt Data

Smart ExpenseItinerary data matches card data and e-receipt. Airfare automatically imaged as e-receipt. No action necessary.Coach Airfare Coach Airfare Coach Airfare

Flagged TransactionItinerary data does not match e-receipt. Hotel did not charge negotiated corporate rate creating leakage. Follow-up with hotel for refund.Hotel at

Corporate Rate

No e-Folio data, no

way to tell what was

charged per night

Auto-itemizes hotel

bill, identifies higher

rate

Flagged TransactionItinerary data does not match e-Receipt and reported expenses, expense report out of policy. Remind traveler of corporate policy to change behavior.

Compact-Size

Rental Car

Rate per day doesn’t

show full detail

Rental car e-receipt –

full detail shows

traveler upgraded to

full size

Booked at

$570.00

Charged

$570.00E-Receipt

$570.00

Booked at

$109.99

Charged

$543.23E-Receipt

$139.99

Booked at

$59.99

Charged

$79.99E-Receipt

$79.99

Smart Expenses Enhanced Auditing

All sources of data is compared to ensure policy compliance and negotiated rates are honored.

Compliant business trip booked

Traveler incurs expenses during business trip

Trusted receipt direct from vendor

+ + =Card Data

Actionable Data: Smart Expenses

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+

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

Most people travel like this:

When they could travel like this:

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

Master Itinerary

Calendar Feeds

Mobile Access

Maps & Directions

Travel Statistics

Seating Advice

Twitter, Facebook, LinkedIn

Online Check-in

Sharing

Who’s Close

Apps

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

Master Itinerary

Calendar Feeds

Mobile Access

Maps & Directions

Travel Statistics

Seating Advice

Twitter, Facebook, LinkedIn

Online Check-in

Sharing

Who’s Close

AppsAlternate Flights

Point Tracker

Flight Alerts

Travel PerksInner Circle

Refund Tracking

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

Mobile expense

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

Next steps to save time, money and delight your travelers

Contact me on LinkedIn or by Email:

Or Call Me Direct: 952.947.4370

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Complete our quick survey to be contacted by Concur when you’re ready

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Jay Don| Regional Sales [email protected] | 952.947.4370

www.concur.com