A great travel and expense platform for companies large and small
December 08, 2020
A great travel and expense platform for companies large and small
Score 9 out of 10
Vetted Review
Verified User
Software Version
Standard
Modules Used
- Expense
Overall Satisfaction with Concur Travel and Expense
We use this tool for reimbursement of travel, food, training, and other expenses. Our individual branches also submit expenses incurred for their branches, ranging from hardware to office supplies. This system gives us access to what the expenses were, uploading and viewing receipts, even linking accounts to their Concur Center to automatically pull in expenses.
Previously, we had an excel document template that was used to submit expense reports. Our support staff would store these documents on their local desktops and sometimes in a file server. It was very relaxed as far as standard operating procedures. We needed a better way for users to submit expenses from their branches, for our admins to track the expenses, and for accounting to send payment for the expenses incurred. Concur was that platform for the job. Today, we are using it nationwide, and we have a small support staff to handle the Concur expenses. We have incorporated single sign on into this as well, so users are able to easily log in and submit an expense report. We have rules in place to catch expense reports that do not contain enough data or require attached receipts.
Previously, we had an excel document template that was used to submit expense reports. Our support staff would store these documents on their local desktops and sometimes in a file server. It was very relaxed as far as standard operating procedures. We needed a better way for users to submit expenses from their branches, for our admins to track the expenses, and for accounting to send payment for the expenses incurred. Concur was that platform for the job. Today, we are using it nationwide, and we have a small support staff to handle the Concur expenses. We have incorporated single sign on into this as well, so users are able to easily log in and submit an expense report. We have rules in place to catch expense reports that do not contain enough data or require attached receipts.
- Rule-based expense reports to catch incomplete reports.
- Status updates on the current status of a report.
- Single Sign-on capability.
- More end-user guidance before the submission error occurs.
- Smart tips or field definitions so users know what to input.
- More integrations with other company apps for easy submission of expenses.
- Less turn-time with providing reimbursement.
- Better reporting than the excel sheets we used prior.
- Easier process for all stakeholders.
- Rule-based expense submission provides checks before user submission.
We looked at [a] built-inn expense center through our Salesforce system. This was too cumbersome and we did not have all the capabilities required [to]: have a submission process that could catch incomplete submissions, send to required parties, report on expenses across branches, and inform parties when a change has occurred without heavy customization.
None. We currently are not using an ERP system. We have incorporated this with our accounting software and BI reporting platforms, though.
Compared to the spreadsheets we used before, this is very innovative. Submissions were very daunting and users had to fill out a file, then store it locally for their own records, email the sheet to the travel/accounting team for reimbursement, then at some point they would receive an email back asking for more information or informing them the reimbursement has been made. Nothing was automated, everything was manual. It was not good.
The process is much easier to use than the excel template previously used. This software is centrally located on our intranet, so you don't have to ask another employee for a copy of the expense report template. You also have the ability to easily report on these metrics. Employees are informed of status changes every step of the way and the support admins can easily send back a report with comments to explain what is needed.