Concur for full-time travel employees

Honeywell UOP provides field advisors to customers as they start up their units in various locations. Field advisors are sent to these locations, and SAP Concur is used to submit expenses incurred while traveling. This includes airfare, bagging fees, hotel stays, and per diem for meals. This use is within the Service department of UOP. It allows for credit card expenses from the corporate card to be itemized and sent over to Concur to make the expense reports more clear and easier to submit. It keeps track of when the reports are submitted when they are approved, and finally when they are extracted for payment. The approving manager can also submit comments for the user to edit their expense report if they are missing any required information.

CitiCard Corporate is integrated into SAP Concur. The charges incurred by the corporate card while traveling are automatically imported as line items on Concur. There is some time delay when this occurs, and sometimes I am waiting on this transfer before being able to submit a full report. Without this function, the process of submitting reports would be more manual and time-intensive.

It has helped with making expense approval standardized and quicker across the Field Service department. Managers have 20 or 30 direct reports on average, and spending too much time on approving expenses would take attention away from helping their advisors develop and perform well while on assignment.

Users are able to routinely submit reports while on assignment, as opposed to waiting until they return from assignment to do so. Field Service Advisors often jump from one customer site to another without returning to the office, so being able to submit reports and receipts remotely is key to not having this task pile up.