T&E Expense Management: Expand your Concur Solution in 7 Easy Steps

HOW TO EXPAND YOUR CONCUR SOLUTION IN 7 EASY STEPS

WEBINAR

PRESENTER:

Andrae DuhaneyProduct Owner

CaseWare Analytics

STEP 1: CONCUR WORKFLOW

To detect:• Out of policy purchases

STEP 2: REVIEW EXPENSES

To detect: • Out of policy purchases• Duplicate payments


To detect: • Out of policy purchases• Duplicate payments• Purchases from unapproved vendors


STEP 2 CONT’D

STEP 3: ANALYZE TRANSACTIONAL DATA

STEP 4: INCORPORATE HR AND AP DATA

STEP 5: REMEDIATE EXCEPTIONS

STEP 6: GAIN INSIGHTS INTO YOUR PROGRAM

STEP 7: INCORPORATE DATA FROM CARD MERCHANTS

CaseWare Analytics Connector for Concur integrates with Concur’s expense management system to provide relevant insights. The range of capabilities and benefits allow you to: • Connect to and monitor data from any source, web services

such as• Concur, banking platforms, bespoke apps, system logs and more.

SUMMARY



• Manage data quality

SUMMARY



• Manage data quality• Detect outliers and analyze trends

SUMMARY



• Manage data quality• Detect outliers and analyze trends• Customize workflows, collaboration and case management

SUMMARY

QUESTIONS

WEBINAR

HOW TO EXPAND YOUR CONCUR SOLUTION IN 7 EASY STEPS

Visit casewareanalytics.com Email [email protected]

http://www.casewareanalytics.com/

mailto:[email protected]

T&E Expense Management: Expand your Concur Solution in 7 Easy Steps

Data & Analytics

Transcript of T&E Expense Management: Expand your Concur Solution in 7 Easy Steps