The document outlines a webcast hosted by RKL eSolutions and Concur that demonstrated Concur's integrated cloud and mobile platform for business travel, expense management, and invoice processing. The presentation highlighted how Concur streamlines workflows, provides insights into spending patterns, ensures compliance, and integrates with other business systems like ERP and payroll. Benefits of Concur included reducing costs, improving approval times, and providing greater visibility for planning and decision making.

1. Concur Business & Travel Expense
Management Webcast
Gia Lane: RKL eSolutions
Crystal Cecka: Concur
February 25th 2015
Focused. On you.
To Join the Audio:
1-650-479-3207 Access Code: 662 083 634

3. Agenda
Who is Concur
How we do it…Concur Demo
Why we do it ?

4. Integrated Cloud + Mobile Platform
Integrated Travel + Expense + Invoice

5. 5
Heavy investment in R&D
and value added
partnerships
9,000+
SMB clients located in
North America
27M
Users
High client satisfaction
with over 95% client retention
Trusted by
30,000+clients located in over 150 countries
Global Company
+
Local Support

6. +95% Client Retention

7. YESTERDAY
Banking
TODAY

8. YESTERDAY
Payroll
TODAY

9. YESTERDAY
Expense Reporting
TODAY

10. Manual T&E management is inefficient

11. T&E =
8-12%
of operating
expenses
Average business: 20%Is out of policy, but
could be controlled
Why automate T&E?

12. 51%
Expense-Processing Costs
41% FASTER
Time to complete an expense report
21% QUICKER
Approval Process
Integration saves time & money

13. 13
6 Most Significant Additional Costs
13
Lost Sales
Additional AP Staff as Company Grows
Paper
storage
Office supplies (paper, envelopes,
etc.)
+ postage and courier costs
Limited visibility into spend to
make smarter decisions
Inability to reallocate
AP resources to
strategic initiatives

14. The Broadest Travel Content

15. Concur – All Within Policy

16. Electronic receipts
Airlines
Hotels
Car Rentals
Taxi
Rail
Concur E-receipts

17. 17
Mobile

18. ParisiP

19. Turn receipts into reports
N O
T Y P I N G
REQUIRED

20. Most people
travel like this:
When they could
travel like this:

21. Flight Alerts
Alternate FlightsPoint Tracker
Inner Circle
Refund Tracking
Travel Perks
Expense Integration
Seat Alerts

22. Concur works with Sage ERP solutions

23. Demo

24. Concur Travel & Expense
The Concur Trust Platform guarantees the highest level of data security and reliability.
Get more out of your solution with Concur Services
• Enter & edit new expenses
• Approve expenses
• Take pictures & digitally attach
receipts
• View real-time reports
• View travel itineraries & flight status
• Corporate card
• Payroll
• ERP
• Invoice
• Travel (E-receipts, 3-way match)
• Intelligence needed for planning,
budgeting and forecasting
• Insight into spend by supplier and
expense category
• Visibility into itineraries, frequency of
travel & overall ROI of business
travel
Mobile Will Soon
Be the Only Way
Integrate with Your
Existing Set-Up
Get insight into
your spend
• Travel
• CRM
• And more…

25. Travel + Expense + Invoice
integrated system

26. Concur Invoice Management
• Invoice Capture
Service
• Scan/OCR
• Check Requests
• E-Invoice
Capture
• Coding & Allocations
• Approvals
• Notifications
• Rules
Approve
• Extract to ERP
• Check/ACH
• Optimize Cash
Flow
Pay
•Reports & Dashboards
•Track Invoice Accruals
• Invoice Cycle Time and
other KPI’s
•Top Vendors by Spend
•Vendor Portal
Visibility
New Vendor
Setup
Add to Vendor
Master List
Invoice Processing
Updated
Review Request

27. 27
Sample Workflow
Invoice Received
by Concur
Employee
Reviews and
Submits
First Level
Approval
Accounting
Processes
Vendor
Payments
ERP
update
Analyze data

28. 28
Contact RKL eSolutions for pricing, compatibility and
consulting review for your business reporting needs.
East Coast West Coast
GLane@rklesolutions.com RRoselli@rklesolutions.com
717.735.1492 717.735.9131