Company Billed Statements (CBS)

[klamb]

I'm curious if anyone has implemented CBS and want to share their experience?  We just kicked off our project earlier this month.

[slangdon]

We just implemented it.  Feel free to contact me if you want.

[melissag]

Hi All,

We’re excited to announce a new Early Adopter Care (EAC) program opportunity open for registration for NextGen UI for Company Bill Statements.

(If you haven’t yet seen our What's New in Product announcement of our new Beta Testing and EAC programs, please click here.)

About the Program

Company Bill Statements is being updated with a new look and feel as a supported component of NextGen UI for Concur Expense. With the transition to NextGen UI, the purchasing card owner gains visibility and clarity on the tasks to be performed. Participation in the EAC offers the ability for you to capitalize early on new features, get expert advice, and encourages you to provide feedback directly to our product team.

Get Started Today

For more information, please visit the NextGen UI for Company Bill Statements program opportunity posted on the Customer Influence website.

If you haven’t yet visited the Influence website, you will be taken through a quick setup page. View or download the SAP Concur Solutions Customer Influence document for more information and step-by-step instructions on how to set up automatic notifications of new program opportunities. 

[JessicaL]

This is very exciting news!

[jasong1989]

Hi, I would love to connect, we are in the process of just getting into what the implementation of Concur CB statements entails.  

[JessicaL]

We have implemented CBS and our only issue is that we had to take users that were using the New UI for expense back to the previous version as CBS is not fully compatible with the new UI. 

[mhales1]

This is good to know has that been corrected or is this still the case? we have not gone live yet and would like to mention it to my PM. Thank you for the information!

[melissag]

Hello! My apologies for the late reply- I believe the registration period is closed. Were you interested in applying for the program?

Thank you!

Melissa

[barba]

Thank you for your response. I will withdraw.  I am part of the Federal Civilian team of the ic Sector. Our customers do not have access. I  was curious about the product and conversations. Not an urgent need. Thank you and stay safe and healthy!

[DDell]

We implemented them in 2018 and actually use them for two different types of cards. Feel free to let me know if you have any questions.

[lsimpson]

We've been using CBS module for several years now and it's proven a great time-saver as well as improved our audit process.

[knaimoli]

I implemented them at a previous company and am currently using them at another company now. 

[tvarner]

We implemented CBS in 2014. We have had great success.

[Arntzie]

I'd love to have a discussion as well about CBS.  We are considering implementing and I'd like to learn more from an actual user.  Is anyone using Amex and willing to chat?

Angela

[KayPellack]

Hello - We have a US program in Concur that's been live for a couple years now, and we just implemented a program for Canada and one in the UK earlier this year. Feel free to contact me with questions. Thanks and good luck.

[ewheele]

I know it has been a while since this was posted but would love to chat about CBS, we are implementing it now and I would like to hear some hurdles that your or any company may have run into.  Maybe hints of best practices on reporting to ensure all transactions are reconciled, etc.

[crystalreports]

ExpenseIT was creating issues for our users where it would turn receipts into expenses. Since CBS already created the expense, it forced the users to turn off ExpenseIT.

[crystalreports]

New or reissued credit card shells were feeding into Concur with employee ID numbers. As a result, Concur automatically helped us link the new cc shell to the employee. However, it did not set the Card Program and this became a problem. We needed to track down the new shells and set the Card Program in order for CBS to work correctly.

In hindsight, we probably should never have setup the employee ID number, so that we can rely on Concur's notification that a new card shell came in waiting to be assigned to a user.