Concur Travel and Expense--Peace of mind while traveling for business
December 16, 2020
Concur Travel and Expense--Peace of mind while traveling for business
Score 9 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- Expense
- Travel
Overall Satisfaction with Concur Travel and Expense
Concur Travel and Expense is used by our organization to manage all the expenses related to business travel. This is used by the entire organization. It makes the lives of employees easier by allowing them to simply upload the receipts and claim the expenses incurred while traveling. This can even be done using a mobile app--one doesn't need to collate all the receipts and then wait to upload using the laptop. It helps create different approval workflows and complete audit trails are generated.
- Mobile app, which is really convenient to use
- Easy integration with other tools like Concur Invoice
- Information extracted from bills and invoices is really accurate even from scanned images
- Corporate cards can also be integrated and all the expenses are automatically captured
- User interface of mobile app is not that great and should be upgraded
- Reports and dashboards should offer more customization options and should be more convenient to create
- Uploading invoice behaves weirdly at times. Sometimes it says that an invoice has been uploaded but when you look, you don't find the invoice and have to upload it again.
- The turnaround time for reimbursements has decreased
- Employees can raise the claims on the go using mobile apps
- Currency exchange rate used doesn't align with what is charged by credit cards. For example, some credit cards issued in India consolidated and charge foreign currency conversion fee and associated taxes. It becomes difficult to claim those.
We have integrated Concur Invoice and Workday. Integrating with Concur Invoice enables us to have all the business-spending-related activities managed in one integrated system. Both paper and electronic invoices get captured in this system. Spend management and audit becomes a relatively simpler ask. It also connects with Workday, which we use primarily for HR needs.
Concur Travel and Expense has helped plan a business trip and claim the expenses convenient for employees while also making managing, auditing, and payment of expenses convenient for the employer. One of the innovative features is direct linkage of corporate card so that one doesn't need to log the expenses manually. Another is that you're directly able to add your colleagues as parties to an expense directly from within the system.
Employees have benefitted the most. Planning and booking an itinerary per the applicable policy is easy. They also don't need to keep track of physical receipts, as they can simply upload the receipt on the go using the Concur app. They can also keep track of approval flow and when the funds can be expected to hit their accounts.