Concur Automated Travel and Expense Management

Start Time: 2:00pm EST

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Concur Automated Travel & Expense Management

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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: sellertson@netatwork.com

Contact Net@Work:

Phone: 800-719-3307

Web: www.netatwork.com/concur