t&e expense management: expand your concur solution in 7 easy steps
TRANSCRIPT
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HOW TO EXPAND YOUR CONCUR SOLUTION IN 7 EASY STEPS
WEBINAR
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PRESENTER:
Andrae DuhaneyProduct Owner
CaseWare Analytics
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STEP 1: CONCUR WORKFLOW
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To detect:• Out of policy purchases
STEP 2: REVIEW EXPENSES
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To detect: • Out of policy purchases• Duplicate payments
STEP 2: REVIEW EXPENSES
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To detect: • Out of policy purchases• Duplicate payments• Purchases from unapproved vendors
STEP 2: REVIEW EXPENSES
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STEP 2 CONT’D
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STEP 3: ANALYZE TRANSACTIONAL DATA
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STEP 4: INCORPORATE HR AND AP DATA
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STEP 5: REMEDIATE EXCEPTIONS
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STEP 6: GAIN INSIGHTS INTO YOUR PROGRAM
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STEP 7: INCORPORATE DATA FROM CARD MERCHANTS
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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
![Page 14: T&E Expense Management: Expand your Concur Solution in 7 Easy Steps](https://reader036.vdocuments.mx/reader036/viewer/2022070515/587a06e11a28ab01268b5bb5/html5/thumbnails/14.jpg)
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.
• Manage data quality
SUMMARY
![Page 15: T&E Expense Management: Expand your Concur Solution in 7 Easy Steps](https://reader036.vdocuments.mx/reader036/viewer/2022070515/587a06e11a28ab01268b5bb5/html5/thumbnails/15.jpg)
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.
• Manage data quality• Detect outliers and analyze trends
SUMMARY
![Page 16: T&E Expense Management: Expand your Concur Solution in 7 Easy Steps](https://reader036.vdocuments.mx/reader036/viewer/2022070515/587a06e11a28ab01268b5bb5/html5/thumbnails/16.jpg)
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.
• Manage data quality• Detect outliers and analyze trends• Customize workflows, collaboration and case management
SUMMARY
![Page 17: T&E Expense Management: Expand your Concur Solution in 7 Easy Steps](https://reader036.vdocuments.mx/reader036/viewer/2022070515/587a06e11a28ab01268b5bb5/html5/thumbnails/17.jpg)
QUESTIONS
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WEBINAR
HOW TO EXPAND YOUR CONCUR SOLUTION IN 7 EASY STEPS
Visit casewareanalytics.com Email [email protected]