concur for sage erp

Concur Business & Travel Expense Management Webcast

Gia Lane: RKL eSolutions

Crystal Cecka: Concur

February 25th 2015

Focused. On you.

To Join the Audio:1-650-479-3207 Access Code: 662 083 634

Agenda

Who is Concur

How we do it…Concur Demo

Why we do it ?

Integrated Cloud + Mobile Platform

Integrated Travel + Expense + Invoice

5

Heavy investment in R&D and value added partnerships

9,000+SMB clients located in North America

27MUsers

High client satisfactionwith over 95% client retention

Trusted by

30,000+ clients located in over 150 countries

Global Company+ Local Support

+95% Client Retention

YESTERDAY

BankingTODAY

YESTERDAY

PayrollTODAY

YESTERDAY

Expense ReportingTODAY

Manual T&E management is inefficient

T&E =

8-12%of operating

expenses

Average business: 20%Is out of policy, but could be controlled

Why automate T&E?

51%Expense-Processing Costs

41% FASTERTime to complete an expense report

21% QUICKERApproval Process

Integration saves time & money

13

6 Most Significant Additional Costs

13

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

The Broadest Travel Content

Concur – All Within Policy

Electronic receipts

AirlinesHotels

Car RentalsTaxi

Rail

Concur E-receipts

17

Mobile

ParisiP

Turn receipts into reports

N O

T Y P I N G

REQUIRED

Most people travel like this:

When they could travel like this:

Flight Alerts

Alternate FlightsPoint Tracker

Inner Circle

Refund Tracking

Travel Perks

Expense Integration

Seat Alerts

Concur works with Sage ERP solutions

Demo

Concur Travel & Expense

The Concur Trust Platform guarantees the highest level of data security and reliability.

Get more out of your solution with Concur Services

• Enter & edit new expenses

• Approve expenses

• Take pictures & digitally attach receipts

• View real-time reports

• View travel itineraries & flight status

• Corporate card

• Payroll

• ERP

• Invoice

• Travel (E-receipts, 3-way match)

• Intelligence needed for planning, budgeting and forecasting

• Insight into spend by supplier and expense category

• Visibility into itineraries, frequency of travel & overall ROI of business travel

Mobile Will Soon Be the Only Way

Integrate with Your Existing Set-Up

Get insight into your spend

• Travel

• CRM

• And more…

Trave l + Expense + Invo ice

integrated system

Concur Invoice Management

• Invoice Capture

Service

• Scan/OCR

• Check Requests

• E-Invoice

Capture

• Coding & Allocations

• Approvals

• Notifications

• Rules

Approve

• Extract to ERP

• Check/ACH

• Optimize Cash

Flow

Pay

•Reports & Dashboards

•Track Invoice Accruals

• Invoice Cycle Time and

other KPI’s

•Top Vendors by Spend

•Vendor Portal

Visibility

New Vendor

SetupAdd to Vendor

Master List

Invoice Processing

UpdatedReview Request

27

Sample Workflow

Invoice Received

by ConcurEmployee

Reviews and

Submits

First Level

ApprovalAccounting

Processes

Vendor

Payments

ERP

update

Analyze data

28

Contact RKL eSolutions for pricing, compatibility and consulting review for your business reporting needs.

East Coast West CoastGLane@rklesolutions.com RRoselli@rklesolutions.com717.735.1492 717.735.9131