In a discussion with consultants, I just heard there are two versions of Concur... What are the differences/pros/cons of each?
I'll give you the major difference: Much more customization with Professional as far as employee groups, policies, forms and fields, audit rules, custom workflows, etc.
I lied, I'll give you one more major difference: time to implement with Standard is way less.
Ok... so, is there a test area/demo/video that shows these differences? The reason I am asking is because we are still struggling to get Concur up and running using some "basic" workflows. We did, after some time, find out there are some COA options (THANK YOU USERS GROUP) but it seems like that is not exactly what we are looking for as it has some "limitations." Realistically, we are not asking for something that is overly complicated but I guess it doesn't fit within the Standard box.
We started with Standard and migrated to Professional. Happy to discuss the differences. Message me and we can set up a time to talk.
Can you tell me what you found to be the major differnce between Standard and Professional? We have standard and we are finding alot of issues with fields that we need to be mandatory for our business.
Hi there -
Considering making the move from the Standard version of Invoice and T&E to Professional. Would anyone be able to discuss the pinchpoints that resulted in the migration to Pro?
Thanks a million,
I can tell you a few limitations of Standard and some things to consider to see if migrating to professional is the way to go.
1. If you need to have multiple workflows, professional allows this. This is if different groups of employees in your company need to have different approval routings for some reason.
2. If you have or want multiple ledgers for your expenses.
3. If you want to use alternate account codes for expense types and have them tracked for more than 10 of your company entities. For example, if your company uses Department to track expenses and each department has their own GL Code for expenses. Standard edition allows you to have alternate codes, but for only 10 departments (or whatever custom field you need). Professional allows for much more.
4. If you need to have different policies for your employees. Policies determine how a user will "use" the system. Standard doesn't really have Policies like this.
These are just a few things to consider. There are others things to take into account, but these are some of the most common.
I hope this helps.
@deepakashokgupt yes there is. If you send me your email address, I can send you a copy.
Hey @KevinD , could you share the copy with me also on email@example.com. I'm helping a client identify the right fit for them and this will be super helpful. They are looking to implement both Expense & Travel.
@bho I see you are on our Standard Configuration. The Standard product does not allow for custom rates. When you Travel Allowance is activated on a Standard Configuration, the system brings in the current published GSA Rates.