concur automated travel and expense management
TRANSCRIPT
Start Time: 2:00pm EST
Welcome!
Concur Automated Travel & Expense Management
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Webinar Audio:
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Today’s Presenter
Seth Ellertson | Net@WorkDirector of Sales
Crystal Cecka | ConcurAdvisor Sales Executive
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
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Net@Work Overview – Solutions & Services
Net@Work + Concur Partnership
Agenda
Who is Concur
How we do it…Concur Demo
Why we do it ?
Integrated Cloud + Mobile Platform
Integrated Travel + Expense + Invoice
Concur Has You CoveredThe Concur platform can manage all other non-payroll spending
35%
Expenses InvoicesTravelLabor
65%
Concur Platform
Business Costs: Typical spending breakdown across small & mid-sized companies
35%
Payroll
10%
Travel & Expenses Everything Else
55%
10
Compliance
Integration
Resources
Visibility
Scalability Mobility
Travel Expense Invoice
Spend Management: Manage your costs while also maintaining sound business practices
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
14
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
+96% Client Retention
16
Book a Trip
17
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)
If it’s simple, it’s usable.
19
Travel Policy Built In
Price to Beat
Travel Points aka Pointification
GSA Rates
20
Growing List of E-Receipt Partners…
100% Commercial AirlineParticipation
21
E-Receipts
22
Expense
23
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
24
Intuitive Expense Tools Personal & Corporate Card Integration
25
Google Maps Mileage Calculator
26
Where are my receipts?
• OCR Technology
• Voice Recognition
• Create, Submit & Approve
from anywhere in the
world!
27
Invoice
29
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
30
80%
COSTS
31
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
32
Prepopulate and Verify
Populate: OCR Manual Coding Auto-Assign Populate: Auto-Code
33
Flexible & Streamlined
Check
ACH
Card Payment Voucher
34
AppCenter
35
Welcome to the Concur AppCenter
36
Data Integration
Concur works with Sage ERP
solutions
On-Demand File Extract
Web Services
FTP
Other ERP’s
Demo
Thank You For Attending!
Please type in your questions
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