Sep 24, 2019 concur seems to be more userfriendly especially travel booking, hotel booking and rental car booking with wide choices and parameterization like preferred airlines, put a cap between lowest and allowed air travel tickets etc. Concur is a travel and expense management software that lets you take control of every aspect of corporate expense management with a connected, endtoend solution. Simplify business traveler compliance with concur trip approval. Procurement service center treasurer university risk management. Submitting a oncur travel request requests in oncur replace the travel authorization and advance request taar form previ. Concur travel and expense top competitors and alternatives for 2020. Automate workflow assignment with concur task manager sap concur.
Concur expense management software, travel software. Depending on the information in the expense report, some approval steps might be required such as officer or campus approval while others might not. Imagine the time and headache savings compared to other processes. Concur expense helps you manage the expense process with a better user experience, accurate data, and rich reporting. How to configure a shared network printer in windows 7. For most companies, travel and entertainment is one of their largest controllable costs. Sap concur is a great software for a big organization like fiserv. Concur has brought my organisation impressive return on investment and efficiency which affords us the agility and time to. Concur request expense management software, travel. Guide setting the approval flow for your concur expense report. Aug 24, 2017 after preparing the fiori application for request and approval of travel expenses may not generate the approval workflow for the manager.
Concur has brought my organisation impressive return on investment and efficiency which affords us the agility and time to improve critical sectors of our enterprise. Concur seems to be more userfriendly especially travel booking, hotel booking and rental car booking with wide choices and parameterization like preferred airlines, put a cap between lowest and allowed air travel tickets etc. Cost effective and easy to use integration solution from codeless platforms. Whatever your business size, location or industry, sap concur can provide complete visibility of your cash flow. Typically this approver is an employees immediate supervisor and can also. Cons the travel booking is a bit clunky, and doesnt allow for integration of certain rewards programs, like. Across canada and the world, sap concur simplifies travel, expense and invoice management for total visibility and greater control. This trend will likely continue as more companies adopt electronic invoicing and automated approval workflow for invoices, the top two automation goals reported by accounts payable ap professionals in the 2012 invoice automation adoption survey. Employees can also use the sap concur mobile app to view expenses, add them to a report and submit.
When an expense report is approved for payment, our expense reporting service automatically calculates the funds to be reimbursed, withdraws the correct reimbursement from your designated bank account and transfers the money straight into the employees bank account or to the. Automate your expenses from receipt to reimbursement with sap concur expense. Sweep is travel management software, and includes features such as approval workflow, expense reporting, mobile access, policy management, profile management, reminders, restriction management, travel booking, and travel planning. Multiple approvers can approve the same report at the same time. How concur expense works expense management software. It is used across the organization to manage, track and approve expenses large and small. The coa is the authorized banner approver for the index. Concur travel and expense is a fantastic tool that has a lot to offer, but its important to make sure youre choosing the right human resources software for your company and its unique needs. Travel and expense data analytics for business fyle. Concur approval flow central connecticut state university. It allows finance executives to monitor expenses and cash flows related to travel expenditures. Automated system including the approval routing workflow intuitive user interface tripitpro receipt experience duty of care enhanced ability to.
It also doesnt always catch all options for your search criteria. Employees can also use the sap concur mobile app to view expenses, add them to a report and submit that report, wherever they are, whenever they want. Adding an approver while in the report, click on details, then approval flow. Jul 30, 2019 once an expense report is submitted, concur expense allows employees to visually track the status as it moves through the approval workflow. Aug 03, 2015 concur approval workflow david scheidt.
The yellow dots on screen highlight some of the key functionality. How concur expense works expense management software sap. Concur is a cloudbased expense and travel management software solution that enables executives to manage travel expenses. As a premier, cloudbased expense and travel management software solution, sap concur helps finance executives manage expenses and cash flows related to travel expenditures. Their slick mobile app lets you enforce travel policies and gives you total control over travel expenses. Concur expense allows expense reports to be submitted and approved electronically, making the expense reimbursement process faster and more efficient. We have served hundreds of clients in india to process travel requests, travel bookings and expense claims with our cloud computing services. Make requesting travel and submitting travelrelated expenses easier with a pre purchase request and approval process. Concur travel allows your employees to book their own travel through one single portal or mobile app, comprising of your travel agency as well as direct bookings with various travel vendors. Concur expense report editable flowchart template on creately. Concur expense is designed so your organization can easily enforce spending policies, capture receipts, process expense reports and make better business decisions based on timely, accurate data.
I would recommend this software to anyone trying to have time and money on travel and expense management. Improve your expense management process today with sap concur australia. Concur expense report editable flowchart template on. Use pdf export for high quality prints and svg export for large sharp images or embed your diagrams anywhere with the creately viewer. With sap concur, a toprated app guides employees through every trip, charges are effortlessly populated into expense reports, and invoice approvals are.
Designed the concur travel requests specifically to meet the complex workflow requirements of fast growing indian companies and indian multinationals. The steps to approve an expense report are the same whether it is a travel. Concur trip approval helps businesses enforce travel policies whether travelers know them or not. Jan 08, 2018 concur expense helps you manage the expense process with a better user experience, accurate data, and rich reporting.
Travel and expense management software approval workflow. Professional clients can configure workflow steps and roles in the workflows area of expense admin. Tmclosung concur trip approval fur mehr compliance sap. Additionally, your developers can leverage the concur request api to extend its capabilities and create new solutions for your business challenges. Concur task manager improves activity workflow so your agents can focus on customers and you can optimize performance. Concur provides an integrated online and mobile business travel and expense management software solution that automates your travel expenses. Expense management software 4 best business expense. When an approver recommends a different selection or sets an approval range, the traveller can then only seebook what is inside the recommended range, so the new booking does not need to go for re approval. Sap concur simplifies travel, expense and invoice management for total visibility and greater control for companies throughout australia. Fiori travel expenses configure workflow approve travel. Enforcing travel policies has never been this easy.
Concur expense is york universitys new automated expense reporting system. From designing and value discovery to accelerated innovation to productive usage for tangible business results, you can evolve your business by breaking new ground with a trusted adviser that knows sap software best. Your concur configuration reflects your policy, so travellers as well as approving line managers are guided as to whats allowed, what needs special approval and what is ruled out of policy completely. Automate workflow assignment with concur task manager. Concur is an amazing tool that i feel saves our company a significant amount of money in managing expenses. In order for your expense reports to be routed electronically for approval to the appropriate individuals. Concur expense is the ultimate expense management solution as i can confirm having migrated from a different solution from a different vendor. Concur request online travel request system sap concur india. Business travel made easy with the concur travel management software.
In some instances, we will accommodate situations where the coa is not the authorized approver but has an understanding of the budget and is. Each workflow step in a workflow is associated with a workflow role. Read the procedures use the details dropdown and select approval flow. Any organization with a layered approval process, and especially those in which a number of employees are traveling regularly, could benefit from concur travel and.
Concur trip approval expense management software, travel. Sap concur simplifies travel, expense and invoice management for total visibility and greater control. Easytouse webbased and mobile tools help you complete your expense reports. For this reason, do not blindly shell out for popular systems. Please be aware that this action starts the approval workflow from the beginning. Automate and improve the expense reporting process. Sap concur has a better way to handle spend management. Manage your endtoend business trip from planning and booking to submitting and being reimbursed for all business travel expenses with sap concur solutions. Since you cannot approve your own expenses, if an employee is submitting expenses against a project that they are also the cost object approver for, the report enters a second approval workflow for the employees manager to approve the report. Concurs automatic payment capability provides you with the fastest, easiest, safest way to reimburse expenses. Concur invoice uses machine learning to accurately scan paper and email invoices into the system, provides a threeway match against purchase orders and receipts, and then automatically sends them to the appropriate approvers. Sap concurs travel and expense management solutions, and supporting services such as imaging, analytics, and concur pay, automate each step of the travel and expense management process, from travel booking and expense report preparation and approval to business policy compliance, reimbursement, and data analysis.
The oauth consumer is evaluated to determine which roles the consumer has in sap concur. Use fyle to uncover travel and expense analytics for business expenses. Now you can get visibility into travel plans and business travel expenses, no matter where it happens. Approvers are automatically notified when a request is waiting for their approval. Sap concur is the worlds leading provider of integrated travel, expense, and invoice management solutions, driven by a relentless pursuit to simplify and automate these everyday processes. Submit request ook travel approvals take trip submit expense report approvals fs processor this guide explains stepbystep the procedure for submitting a request in oncur and the associated automated approval workflow.
Concur request lets tech do the heavy lifting by automating processes for travel and expenses. Travel expense claim software sap concur australia. Another great thing about concur is its integration with tripit and the ability to book work travel within concur. Concur travel should be used to book airfare, car rental. If you are in the habit of checking concur regularly, notifications can be turned off in your profile. One can customize the approval hierarchy for reimbursement requests and take care of approvals as well. An approved travel request is required for all university travel, whether paid by uh or not. See how sap concur automates and improves the travel and expense management process. Tripactions vs sap concur 2020 feature and pricing comparison. There are two different types of workflow roles as described in the following sections. When an approver recommends a different selection or sets an approval range, the traveller can then only seebook what is inside the recommended range, so the new booking does not need to go for reapproval.
This is wellsuited for a large organization with multiple departments, no question. Our expense reports are approved by a project manager and then it goes to a finance manager and last me the processor for approval and processing payment. You can edit this template and create your own diagram. Ease of expense submission and faster approval resulting in quick reimbursement to employees scored against rival products. Find out more about the ap automation software system accounts payable processing solution. Make requesting travel and submitting travelrelated expenses easier with a prepurchase request and approval process. Automated system including the approval routing workflow. Aug, 2019 concur travel and expense top competitors and alternatives for 2020. Concur expense management, travel and invoice software.
Fortunately with a little research we have been able to configure it. Concur trip approval makes compliance easy and lets clients. We still have the manager approval before the report is sent to the processor in concur, from which its batched out for payment, but we do have many areas where we utilize a pre approval step before it progresses to the actual manager for approval. Tripactions vs sap concur 2020 feature and pricing. Concurs travel and expenses feature assists with travel processes, from booking to approval to payment. To keep a healthy bottom line, your clients need to ensure that employees stick to company travel policies all while meeting travelers needs.
Disbursements office 420 oak street, prk 255 big rapids. But it does not show the flow of who the next approver is. Automation can speed up your invoice approval workflow by eliminating tedious data entry. One tool can stop overspending on airfare and hotels. Services and support from sap connects business and it to help you close the gap between your digital transformation strategy and execution. This has happened to us after deploying the application. Fortunately with a little research we have been able to configure it, this entry will try to help you in this task. Sap concur microsoft dynamics nav integration improve the visibility of expenses by automating expense management processes by integrating sap concur with dynamics nav. In a way, yes, but not in the exact terms you mentioned. Concur expense management, travel and invoice software sap concur uk.
If a company reimburses the workrelated travel expenses of an employee, it needs the best travel expense management software. With concur, preapproved travel requests keep business travelers and travel managers organized. Create custom solutions with the concur request api. Derive insights from dashboards designed to track employee travel and expenses. And with your travel policy built into your solution, you can capture business travel expenses, improve compliance, and control your costs. Click the save workflow button once the approval flow is set appropriately. Choose the right travel management software using realtime. A marketleading software product may have thousands of subscribers, but does it provide what you require. Travel and expense management i sap concur solutions. After preparing the fiori application for request and approval of travel expenses may not generate the approval workflow for the manager. The completeness check approver and the supervisor approver can be the same person or. Im both a user and someone with managerial responsibilities, so i use concur travel and expense both to submit my own expenses and to approve expenses of my staff.
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