Managing employee travel and expenses can be time-consuming and frustrating if you’re a business owner or manager. That’s where Concur comes in. Concur is a travel and expense management software that helps businesses simplify and streamline their expense reporting and travel booking processes. With Concur, you can manage all of your employees’ expenses in one place, automate expense tracking, and gain visibility into your company’s spending.
Concur offers a variety of features to help you manage your company’s expenses. One of the most useful features is the ability to automate expense tracking.
With Concur, you can easily capture receipts, categorize expenses, and create expense reports. This saves time and reduces the risk of errors, making managing your company’s finances easier. Additionally, Concur offers a mobile app that allows employees to easily submit expenses on the go, making it convenient for them and saving you time in the process.
What is Concur?
Concur is a travel and expense management software that simplifies managing business expenses and travel. This software provides a comprehensive solution for businesses to manage their travel and expenses in one place. Using Concur, you can track your expenses, book travel, and manage your invoices in one place.
Core Features
Concur offers a range of features that make it easy for businesses to manage their travel and expenses. Some of the core features of Concur include:
- Expense Management: Concur allows you to track your expenses in real-time, whether you’re on the go or in the office. With Concur, you can easily capture receipts and submit expense reports from your mobile device or desktop.
- Travel Management: Concur’s travel management tools allow you to book travel and manage your itinerary all in one place. You can search for flights, hotels, and rental cars, and book them directly through the Concur platform.
- Invoice Management: Concur’s invoice management tools allow you to manage your invoices and payments in one place. You can track your invoices, set up payment schedules, and manage your vendors all from the Concur platform.
Benefits of Using Concur
There are several benefits to using Concur for your business travel and expense management needs. Some of the key benefits include:
- Increased Efficiency: Concur streamlines the process of managing travel and expenses, saving you time and increasing efficiency. With Concur, you can easily capture receipts, submit expense reports, and book travel all in one place.
- Improved Visibility: Concur provides real-time visibility into your travel and expense data, allowing you to make informed decisions about your business expenses. You can track spending, identify trends, and adjust your budget as needed.
- Cost Savings: By using Concur, you can save money on travel and expenses by taking advantage of discounts and negotiated rates. Additionally, Concur’s tools can help you identify areas where you can reduce expenses and improve your bottom line.
Overall, Concur is a powerful tool for businesses looking to streamline their travel and expense management processes. With its comprehensive set of features and benefits, Concur can help you save time, improve visibility, and save money on your business expenses.
Getting Started with Concur
If you’re new to Concur, getting started is easy. In this section, we’ll walk you through the process of setting up an account and navigating the interface.
Setting Up an Account
To set up an account, you’ll need to contact your company’s Concur administrator. They will provide you with a link to create your account. Once you have the link, follow these steps:
- Click the link to access the Concur login page.
- Enter your email address and click “Next.”
- Enter your name and create a password.
- Click “Create Account.”
Once your account is created, you can log in to Concur and begin using the software.
Navigating the Interface
The Concur interface is designed to be intuitive and easy to use. Here are some tips to help you get started:
- Dashboard: The dashboard is your home base in Concur. It provides an overview of your expenses and allows you to access all of the software’s features.
- Navigation Bar: The navigation bar is at the top of the screen and provides access to all of Concur’s features.
- Expense Reports: To create an expense report, click on “Create New Report” in the dashboard or navigation bar. You can add expenses, attach receipts, and submit your report.
- Approvals: If you’re a manager or approver, you can view and approve expense reports from the “Approvals” section of the navigation bar.
With these tips, you should be able to navigate the Concur interface with ease. If you have any questions or need assistance, reach out to your company’s Concur administrator.
Expense Management
Managing expenses can be a time-consuming and challenging task, especially when dealing with multiple employees and departments. Concur’s expense management software streamlines the process, making tracking and managing expenses easier.
Expense Reporting
Concur’s expense reporting feature allows you to easily create, submit, and approve expense reports. With the ability to capture receipts and automatically categorize expenses, you can quickly generate accurate reports. You can also create custom expense policies to ensure compliance with company guidelines.
Approvals and Reimbursements
Concur’s approval process allows you to set up rules and workflows to automate the approval of expenses. You can also set up automatic reimbursements to ensure employees are paid quickly and accurately. With Concur, you can track the status of expense reports and reimbursements in real-time.
Integration with Financial Systems
Concur integrates with various financial systems, including SAP, Oracle, and QuickBooks. This integration allows for seamless data transfer and eliminates the need for manual data entry. With Concur, you can easily reconcile expenses with your financial system, ensuring accurate and timely reporting.
Overall, Concur’s expense management software simplifies tracking and managing expenses. With features such as expense reporting, approvals and reimbursements, and integration with financial systems, Concur streamlines the process and saves you time and money.
Travel Management
When it comes to business travel, managing travel arrangements can be a time-consuming and complicated process. SAP Concur’s Travel Management solutions simplify this process by providing an all-in-one platform for booking travel, tracking itineraries, and ensuring compliance with company travel policies.
Booking Travel
Concur’s Travel Management solutions allow you to book travel quickly and easily, whether it’s flights, hotels, or rental cars. The platform integrates with popular travel suppliers and consolidates all travel information in one place so you can easily manage your itinerary and expenses.
Travel Policy Compliance
Concur’s Travel Management solutions help ensure compliance with your company’s travel policies. The platform can be customized to enforce policies for preferred vendors, travel classes, and other travel-related expenses. This helps you stay within budget and maintain consistency in your travel program.
Managing Itineraries
Concur’s Travel Management solutions allow you to easily manage your itinerary and stay on top of any changes or updates. The platform provides real-time updates on flight delays, cancellations, and gate changes so you can adjust your plans accordingly. You can also use the platform to track expenses and submit reports quickly and easily.
Concur’s Travel Management solutions provide a comprehensive and efficient way to manage your business travel. With streamlined booking, policy compliance, and itinerary management, you can focus on your business while Concur takes care of the rest.
Concur Mobile App
The Concur Mobile App is a powerful tool that allows you to manage your travel and expenses on the go. With the app, you can easily book travel, capture receipts, and submit expense reports right from your smartphone. Here are some of the features of the Concur Mobile App:
Mobile Features
- Book travel: You can easily book flights, hotels, and rental cars directly from the app. The app provides access to your company’s travel policies so you can ensure you book within the guidelines.
- Capture receipts: You can use the camera on your smartphone to capture receipts and attach them to your expense report. The app will automatically read the receipt and create an expense item.
- Submit expense reports: You can submit expense reports directly from the app. The app will automatically calculate expenses, mileage, and per diem rates, so you don’t have to do it manually.
- Approve expense reports: If you are a manager, you can approve expense reports directly from the app. You can review the report, make any necessary changes, and approve it with just a few taps.
App Security
Concur takes security seriously and has implemented several features to keep your data safe:
- Touch ID and Face ID: You can use Touch ID or Face ID to log in to the app securely.
- Encrypted data: All data transmitted between the app and Concur’s servers is encrypted to prevent unauthorized access.
- Remote wipe: If you lose your phone, you can use Concur’s remote wipe feature to erase all data from the app, ensuring your sensitive data remains secure.
In summary, the Concur Mobile App is a powerful tool for managing your travel and expenses on the go. With features like booking travel, capturing receipts, and submitting expense reports, the app makes it easy to stay on top of your expenses. And with security features like Touch ID, encrypted data, and remote wipe, you can ensure your data is safe and secure.
Concur Support and Resources
If you’re looking for help with Concur, you’re in luck! Concur provides excellent customer support and resources to help you get the most out of their travel and expense management software. Here are some of the resources available to you:
Customer Support
Concur offers 24/7 customer support to help you with any issues or questions you may have. You can contact their support team by phone, email, or chat. They also have a knowledge base where you can find answers to common questions and issues. If you need more personalized help, they offer a variety of support plans to fit your needs.
Training and Documentation
Concur offers a variety of training and documentation resources to help you learn how to use their software. They offer online courses, webinars, and in-person training sessions. They also have a documentation library, including user guides, FAQs, and best practices. If you’re new to Concur, they even offer a Getting Started guide to help you set up your account and use the software.
In addition to these resources, Concur also has a community forum where you can connect with other users and share tips and advice. They also have a blog sharing news and updates about the software. With these resources available, you’ll have everything you need to get the most out of Concur’s travel and expense management software.
Advanced Features
Analytics and Reporting
Concur: Travel and Expense Management Software provides advanced analytics and reporting features that allow you to track and analyze your travel and expense data. With Concur, you can easily generate reports on your travel expenses, including airfare, hotel, and car rental expenses. These reports can be customized to display the data in a way that is most relevant to your organization.
Concur also provides real-time reporting that allows you to monitor your travel expenses as they happen. This feature allows you to identify potential cost savings opportunities and make informed decisions about your travel expenses.
Customization Options
Concur: Travel and Expense Management Software provides a wide range of customization options that allow you to tailor the software to meet your organization’s specific needs. With Concur, you can customize your travel and expense policies to ensure your employees follow your organization’s guidelines.
You can also customize your expense categories, payment methods, and approval workflows to ensure your travel and expense data is accurate and up-to-date. Concur also provides the ability to integrate with other software applications, such as accounting and HR systems, to provide a seamless experience for your employees.
Concur Travel and Expense Management Software provides advanced analytics and reporting features that allow you to track and analyze your travel and expense data. Additionally, Concur provides a wide range of customization options that allow you to tailor the software to meet your organization’s specific needs.
Pricing and Plans
Concur: Travel and Expense Management Software offers a range of pricing plans to suit businesses of all sizes. The pricing for Concur is not publicly available, and you will need to contact their sales team to get a quote. However, Concur offers a free trial to test the software before committing to a plan.
Concur offers three plans: Concur Expense, Concur Travel, and Concur Invoice. Each plan is designed to meet specific business needs. Concur Expense is designed for expense management, Concur Travel is designed for travel management, and Concur Invoice is designed for invoice management.
Concur Expense plan offers automatic receipt capture, expense report creation, and reimbursement processing. The Concur Travel plan offers travel booking, itinerary management, and policy enforcement features. The Concur Invoice plan offers invoice capture, invoice approval workflows, and payment processing features.
Concur also offers add-ons such as Concur Request, designed to streamline the travel request process, and Concur Locate, designed to help businesses locate and communicate with their employees during a crisis.
Overall, Concur: Travel and Expense Management Software offers a variety of pricing plans and add-ons to meet the needs of businesses of all sizes. With a free trial, you can test the software before committing to a plan.
Comparisons to Other Solutions
Regarding travel and expense management, Concur is a popular choice for many businesses. However, there are other solutions available in the market that offer similar features and functionalities. Here are some of the comparisons between Concur and other solutions:
Zoho Expense
Zoho Expense is a popular alternative to Concur, offering similar features such as travel expense management, control, reporting, and automation. One of the key advantages of Zoho Expense is its affordability, which makes it a great option for small and medium-sized businesses. Zoho Expense also offers customization options, allowing you to tailor the platform to your needs.
Certify
Certify is another travel and expense management software that offers similar features to Concur. Like Concur, Certify allows you to manage travel expenses, track receipts, and automate expense reports. However, Certify is known for its user-friendly interface, which makes it easy for employees to use. Certify also offers a mobile app that allows employees to manage their expenses on the go.
TripActions
TripActions is a newer player in travel and expense management, but it has already gained popularity among businesses. One of the key advantages of TripActions is its focus on traveler experience. TripActions offers a platform that simplifies the booking process for travelers, which can help reduce travel-related stress. TripActions also offers real-time travel alerts and 24/7 customer support, which can help ensure a smooth travel experience.
Concur is a great choice for businesses needing a comprehensive travel and expense management solution. However, if you are looking for an alternative, several options offer similar features and functionalities. When choosing a solution, it’s important to consider your specific needs and budget to find the best fit for your business.
Future Developments and Updates
Concur is a constantly evolving platform, and SAP is committed to reinventing travel, expense, and invoice management with tools that simplify everyday processes and create better user experiences. Here are some of the future developments and updates to look out for:
Integration with Machine Learning and AI
SAP Concur plans to integrate machine learning and AI into its platform, allowing for more personalized travel and expense management experiences. With the help of AI, Concur will be able to provide users with more accurate travel recommendations, suggest the best routes and hotels, and even predict expenses before they occur. This will help businesses save time and money while ensuring compliance with their travel policies.
Mobile Enhancements
Concur also plans to enhance its mobile app, making it more user-friendly and feature-rich. The new app will allow users to book and manage travel, submit expenses, and approve requests. The app will also feature improved reporting capabilities, allowing users to track their travel and expense data in real time.
Improved Reporting and Analytics
Concur is committed to providing users with the most accurate and comprehensive reporting and analytics tools. The platform plans to introduce new reporting features allowing users to track their expenses in more detail, including expenses by category, department, and project. This will help businesses identify areas to reduce costs and improve their overall travel and expense management processes.
In conclusion, Concur is an innovative platform constantly evolving to meet the changing needs of businesses and users. With machine learning and AI integration, enhanced mobile capabilities, and improved reporting and analytics, Concur is poised to become the go-to platform for travel and expense management.
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