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This is Connie Hoen, Caroline Butterfield, Cameron Clise, Zach Ahlstedt, Chris Nelson and Justin Prat. We will be your hosts for the next few hours as we show how SAP Concur’s Extended Services can help you get the most value out of your SAP Concur solutions. We will be providing information on the following Extended Services:
- Global Audit Solutions
- Reporting Services
- Integration Solutions
- Administrative Services
- User Support Desk
- Invoice Capture
In addition to showing you the Extended Services, we also have expertise in Best Practices and how to ensure your program is running efficiently.
We want to share some information about our Global Audit Solutions and answer any questions you may have.
T&E is a significant portion of nearly every global business budget. It’s natural to want to make sure unnecessary spending and waste is reduced or eliminated. We have a wealth of knowledge around compliance best practices that you can apply to your audit process.
SAP Concur has several audit solutions that can help. The solutions use both Artificial Intelligence and a team of auditors to assist you with your compliance requirements. Whether you have your own internal audit team or are looking to outsource that portion of your audit program, we have a service that can address your business needs.
Have questions about compliance best practices or our Audit solutions? Post your question and a member of the SAP Concur Extended Services team will respond.
Reporting Services
Few things are more important to your business than staying on top of every dime and using data to inform what you do next. SAP Concur solutions are a huge step toward tracking what you spend and simplifying cash management, but too much information can be just as bad as not enough.
SAP Concur’s Consultative Intelligence combines over 200 standard reports with a Reporting Expert who understands industry best practices and possesses the knowledge to tailor custom reports as well as modify standard reports to your specific organization’s needs. Our experts partner with you to design a reporting strategy consisting of your company’s goals along with an outsiders perspective on how to uncover potential areas of savings and reduce complexities within your company’s spend management.
Have questions about reporting or our Consultative Intelligence service? Post your question and a member of the SAP Concur Extended Services team will respond.
Integration Solutions
In today’s business environment, it’s becoming more important that employees focus on mission-critical initiatives, instead of completing manual tasks. To ensure you’re getting the most up-to-date data when you need it, while also saving employees time, you need to integrate all your business-critical systems into one solution.
SAP Concur has developed a variety of solutions that connect ERP, CRM, HR systems with SAP Concur Expense and Invoice in real time.
Our Global Integration Services Team creates integrations and other solutions to fulfill your
business needs. We take care of the design, engineering, implementation and support. We build our solutions with a focus on ease of use, lifecycle management and low cost of ownership.
Have questions about our Integration Solutions? Post your question and a member of the SAP Concur Extended Services team will respond.
Administrative Services
Get the expertise and assistance you need to achieve your objectives with your SAP Concur solution.
Optimal configuration is essential to ensure SAP Concur solutions best meets your needs today and as you grow.
With Service Administration and Service Assistant you can:
- Speak with an expert
- Save time on administrative tasks
- Take advantage of a service that evolves with you
- Get assistance and tailored recommendations to improve efficiencies
Have questions about our Administrative Services? Post your question and a member of the SAP Concur Extended Services team will respond.
User Support Desk provides guidance on issues that stand in the way of employee productivity. If an employee has a question about an SAP Concur product, users simply contact us via telephone, chat, or our support portal, and our experts will solve any issues quickly, accurately, and professionally.
- Employees save time and can get back to their jobs
- Administrators are freed up to focus on more important tasks
- Encourages adoption and policy compliance
Have questions about our User Support Desk service? Post your question and a member of the SAP Concur Extended Services team will respond.
Invoice Capture
AP teams waste a lot of time sorting, scanning, and entering data from paper invoices. With Invoice Capture, your organization can eliminate tedious data entry, improve accuracy, and accelerate invoice turnaround times.
- Vendors send invoices to Concur Invoice either by email, mail or electronically
- Data like vendor name, invoice number, date, PO number, and more is captured using OCR technology
- Captured invoice data is validated by SAP Concur
- The invoice is routed for approval and payment
Have questions about our Invoice Capture service? Post your question and a member of the SAP Concur Extended Services team will respond.
Where to Learn more…
Deployment toolkit: www.concurtraining.com/prdeployment/welcome
Customer learning series: www.concurtraining.com/pr/customerlearningseries
Training site: www.concurtraining.com/customers/tech_pubs
Support portal: Search the Knowledge Base
Integration https://developer.concur.com
Reporting
Top reports: http://www.concurtraining.com/customers/tech_pubs/Docs/Cognos/DefaultRpts/Catalog.pdf
Reporting Training: http://www.concurtraining.com/reporting/resources
Learn about all SAP Concur products and services: https://www.concur.com/en-us/all-products-page
Let’s talk about Non-Compliance
Over our years of auditing, we have uncovered many “fun” items that should never be in an expense report:
•Alcohol, Tobacco and Cannabis expenses
•Wedding Dresses
•Funerals
•Handgun
•Unreturned rental car
•Gentlemen Clubs
These are just a few examples of what we found during our compliance checks. We will cover how these were identified in future posts.
What “fun” items have you identified and how did you uncover them?
COVID-19 has affected us all, from cancelling major events, like SAP Concur Fusion, to reducing income sources for big and small companies alike. At this time, more than ever, there is a greater need for all companies to ensure compliance to all of their policies.
There are a few things that you can do right now to help your company:
- Ensure you have a clear, concise and understandable Travel and Expense policy, if you don’t have one and would like a template to start with, please reply and we’ll make sure to send you one.
- Include links to your policy inside Concur Expense to make it easy for your employees to find your policy.
- Review your audit rules, make sure you are taking advantage of that functionality within Concur Expense.
- Make sure your company card feed is set up in Concur, it is a best practice to not allow your employees to delete company card transactions.
- Review your audit process. Here are some best practices that we have gathered from all our experience and our customer’s experiences:
- Audit before manager approval
- Who should you audit? We like to say audit 100% at the start because you don’t know what you don’t know. Once you have some data, you likely will be able to narrow it down to less than 100% (if your industry allows it). Criteria we typically recommend is:
- Misc. Expense Type and other categories that should rarely be used
- Any individual expense over a certain threshold
- Any report over a certain threshold
- Your Cowboys – those that push the envelope a bit or are frequent offenders
Should you have more questions around best practices and your audit process, please reply during this event. After the Virtual Forum ends, please reach out to your Client Success Manager and they will be able to help you.
