Started with Expense, added Travel a few years later and now looking at the Invoice Module!
December 05, 2020

Started with Expense, added Travel a few years later and now looking at the Invoice Module!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Standard

Modules Used

  • Expense
  • Travel

Overall Satisfaction with Concur Travel and Expense

Concur Travel and Expense is being used across our organization. Prior to implementing Concur Travel and Expense, we were manually creating expense reports in Excel and manually entering the expenses in our ERP. Travel was being booked via email and not always approved by a manager. When we implemented travel through our travel agency, it allowed us to track travel more closely.
  • Great reporting with as much detail as you require. Custom reports can be created.
  • Excellent support for those times that the administrator cannot figure out issues with the system.
  • Excellent training materials and implementation specialists.
  • Product demos are well organized, but sometimes they are too general and do not answer all prospective clients' questions.
  • Typical sales teams trying to meet quarterly goals.
  • It has saved a tremendous amount of time in our accounts payable department. No longer is there a need to manually match receipts and manually enter into the ERP.
  • Employee reimbursement is more streamlined and is now tracked in our ERP. Prior to Concur, reimbursements to employees were processed in our payroll system and not easily reported on. Now we see details of all expenditures.
  • Employees save time creating their expense reports and time to have them approved has decreased. The time to process claims is much faster.
We did not investigate any other products as Concur expense checked all of the boxes for us. Travel was added on in a second phase. We are now in the process of implementing the invoice module. Concur has worked well with us and all employees have embraced using the system from the outset.
We integrate Concur Travel and Expense to Dynamics Great Plains. By integrating to our ERP, we were able to reduce the amount of data entry done by our Accounts Payable team. Receipts are retained in Concur, but we are investigating what is required to export them annually for long-term storage.
Employees can easily book their own travel online and do not need to call the travel agent. All receipts are transferred directly to their expense reports and are easily located. Matching receipts to credit card transactions is a great feature that has saved staff a lot of time. Having travel preferences saved on each profile is also a great feature.
The responsibility of preparing expense reports and submitting receipts has always been with employees and one big complaint was the time required to organize and record receipts for reimbursement. Now, employees can track their expenses as they occur and submit for payment where they are traveling or in the office. Employees have learned how to code expenses properly as the system allows required fields to be set and drop-down menus are customizable.
If a company is currently submitting expenses via an Excel template with numerous receipts supporting the submission, Concur would certainly make life easier. Staff no longer need to save receipts as they are capturing them with their phones as they are occurring and submitting on the go. There is no need for a laptop as the APP works well on mobile devices to submit and approve.