Concur Travel & Expense, Invoice Risk Management, TripIt...

May 2014

1

Product Overview

Concur Travel & Expense, InvoiceRisk Management, TripIt!, ExpenseIt!

Karen Young, Senior Supervisor Accounting Operations, Bill Montis, Director Treasury OperationsMay 14, 2014

• Agenda– Overview of Concur and their relationship with AgriBank

– Concur Travel and Expense (T & E) Reporting Solution

• Mobile Concur T & E

• TripIt! Pro

• ExpenseIt!

• Receipt Audit

– Concur Invoice

• Invoice Capture

• Line Item Capture

• Mobile Invoice approval

– Risk Management

– Intelligent Reporting System

DISTRIBUTION: AGRIBANK DISTRICT

Concur

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Concur

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+ expensetravel + invoice

ONE PLATFORM

risk management


Concur

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Save time with a single, integrated system.

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Concur

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Send toAP

APReview

APApproval

PayEmployee

PayCreditCard

PayInvoices

Reporting

A manual process…

BookFlight

BookHotel

RentCar

OtherPurchases

TrackReceipts

ExpenseReport

CopyReceipts

Mgr.Approval

…can be the picture of inefficiency.


Concur

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51%Expense-Processing Costs

41% FASTER

Time to complete an expensereportTime

21% QUICKERApproval Process

Integrated saves time & money

51%Expense-Processing Costs

41% FASTERTime to complete an expense report

21% QUICKERApproval Process

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Concur

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Mobilemakes it simple.

Best-in-Class companies are 78% more likely than all other organizations to leveragemobile expense management applications.

-Aberdeen Group, Expense Management: for a New Decade, 2011

DISTRIBUTION: AGRIBANK DISTRICT 8

May 2014

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#1 Forbes Most Innovative Small Companies 2011

EasyAdaptable

Fun

Concur’s T&E Cloud


Concur’s T&E Cloud


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AUTOMATION

APManager

SuppliersWhen will I

be paid? EmployeesDid my bossapprove the

invoice?

Finance

Whichpayments can

I hold?

What are ouraccrued

expenses?

visibility from every angle

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Receiveand Sort

Scan VerifyPaymentRequest

Invoice Owner’s QueueTouch-less


Unbeatable Reporting

Drill-Through & External Data

Pre-Built Data Model & Reports

Simple Report & Dashboard Design

Scheduling & Bursting

Self-Service for All Managers


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Dozensof standard reports and metrics

ManageSpend

TrackProgress

UncoverSavings

CFO

Procurement

Sales & Marketing


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What we have heard from you……..

Augment the AgriBank Emergency Preparedness/CrisisCommunication Plan

Include all employees- not limited to just travelers

Assist individuals who book personal travel through Concur

Human Resources – ‘Unsung Heroes” (transparency)

Simply an enhancement to existing platform with minimalfees involved – less than $10 per employee per year


RiskManagement


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Queensland flooding

Japan tsunami

Iceland volcano erupts

Oslo bombing

Mumbai explosions

D.C. earthquake

Minneapolisbridge collapse

London riots

NYC bombing

Chilean earthquake

Kenya civil unrestAir Franceflight crash

Southeastern wildfires


‘In the United States, corporations are subject tosignificant legal liability if they do not undertakeemergency preparedness. They can be found legally liableif they do not institute a risk management plan and are notprepared to respond to an incident. This liability is knownas “negligent failure to plan”

HR Magazine – Legal Trends (February 2010)“International Assignees at Risk - Employees have a duty of care for workers around the globe”http://www.internationalsos.com/en/files/DoC-lklaus.pdf


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severe weatherNatural Disaster

system outage

political unrest

infectious disease

vehicle accident

war

airline catastrophes

hotel fire

Riotstravel-related diseases

kidnapping

office closure

Reasons to Communicate

travel alerts


without duty of careemployers could face . . .

> financial consequences

> legal and ethical consequences

> damage to reputation


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> determine the current, past and futurelocation of all employees

> allow employees to check-in andrequest assistance

> send two-way communications

Locate & Alertenables companies to . . .


Location Check-In


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KEEPsensitive employee

information

SAFE


communication channels

> E-mail

> SMS text

> Text-to-speech

> Upload .WAV

> twitter direct message

TWO-WAY


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> meet regulatory and ethical obligations

> improve employee safety and comfort

> increase operational efficiency

Risk Managementbenefits . . .


demonstration


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THE LONG TERM.A partnership for

1: Account Management

2: Support

3: Content & Community


May 2014

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1915,000+

years

deployments

Experience& expertise:

200+ consultants

in 10 countries

The Concur Experience


Concur Travel & Expense, Invoice Risk Management, TripIt...

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