concur travel & expense, invoice risk management, tripit...
TRANSCRIPT
May 2014
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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
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+ expensetravel + invoice
ONE PLATFORM
risk management
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Save time with a single, integrated system.
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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.
DISTRIBUTION: AGRIBANK DISTRICT
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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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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
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#1 Forbes Most Innovative Small Companies 2011
EasyAdaptable
Fun
Concur’s T&E Cloud
DISTRIBUTION: AGRIBANK DISTRICT 9
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
DISTRIBUTION: AGRIBANK DISTRICT 13
Unbeatable Reporting
Drill-Through & External Data
Pre-Built Data Model & Reports
Simple Report & Dashboard Design
Scheduling & Bursting
Self-Service for All Managers
DISTRIBUTION: AGRIBANK DISTRICT 14
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Dozensof standard reports and metrics
ManageSpend
TrackProgress
UncoverSavings
CFO
Procurement
Sales & Marketing
DISTRIBUTION: AGRIBANK DISTRICT 16
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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
DISTRIBUTION: AGRIBANK DISTRICT 17
RiskManagement
DISTRIBUTION: AGRIBANK DISTRICT 18
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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
DISTRIBUTION: AGRIBANK DISTRICT 19
‘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
DISTRIBUTION: AGRIBANK DISTRICT 20
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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
DISTRIBUTION: AGRIBANK DISTRICT 21
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 . . .
DISTRIBUTION: AGRIBANK DISTRICT 23
Location Check-In
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KEEPsensitive employee
information
SAFE
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communication channels
> 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 . . .
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demonstration
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THE LONG TERM.A partnership for
1: Account Management
2: Support
3: Content & Community
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1915,000+
years
deployments
Experience& expertise:
200+ consultants
in 10 countries
The Concur Experience
DISTRIBUTION: AGRIBANK DISTRICT 32