Concur Travel and Expense is perfect for consultants !
December 04, 2020

Concur Travel and Expense is perfect for consultants !

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • Expense

Overall Satisfaction with Concur Travel and Expense

Concur is being used by the whole company, for all the employees expenses, with the corresponding validation workflows. We are a consulting company so our expenses can be difficult to manage: they can be billable to our customers, with different conditions, and with a lot of different validation processes. It also needs to be very quick and easy to use.
  • It is very intuitive. I have never had to use the help in order to create or validate an expense.
  • You are very well guided in order to fill in the financial information (cost center, project...) attached to the expenses.
  • Perfect integration with the SAP S/4HANA Cloud ERP that we are using as a backend.
  • The use interface on the web version needs to be updated.
  • Attaching the files to an expense is a bit complex.
  • The biggest impact was the time spent by all our consultants to create the expense reports.
  • The second impact was the number of complaints/issues that quickly decreased regarding the compliance.
  • Our finance team has found it a lot easier to track and correct the anomalies than with our older (very manual) system.
Entering expenses in Changepoint was really painful, and caused a lot of complaints: it had an old and tricky interface, we could not attach a file, they needed to be sent by mail, you could enter false information, that need to be corrected manually later.
The validation workflow was not user-friendly and integrated.
Concur Travel and Expense is currently integrated with our ERP which is SAP S/4HANA Cloud Essential Edition and with our HR system which is SuccessFactors.
All the information regarding the employee is stored in SuccessFactors and S/4 and replicated in Concur, all the project information is in S/4 and available in Concur (in order to bill our customers for the expenses related to their project).
All the finance, HR, Project information is globally integrated within the systems in a transparent way for the end-users.
Concur Travel and Expense helped our organization in two major ways:
  • It helped everyone spend less time entering and validating the Expense information, which is important in the consulting industry.
  • It helped enormously our finance team by eliminating the manual tasks and by reducing the verification/validation processes.
And our IT team does not have to maintain our old servers anymore, thanks to the SaaS application.
The benefits of using Concur Travel and Expense have been huge for the consultants, because they have a nicer, more intuitive and faster application to enter their expenses. It is also much faster and more efficient for the managers who have to approve the expenses.
But I think the biggest benefit is for the admin/finance team, who is able to perform everything related to the expenses on the same application.
For a company such as ours (professional services), using Concur Travel and Expense is very well suited and adapted to our internal processes.
The fact that you don't need any training or documentation in order to create or approve an expense makes it well suited for a company with subcontractors.