Concur Expense

Kommentare: Concur Expense is the ultimate Expense Management solution as I can confirm having migrated from a different solution from a different vendor. 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. The support is top notch as the team is readily available and we also have local point persons trained from within the organisation. The deployment and integration was smooth since it is cloud based and doesn't require complex installation procedures and dependencies.

Vorteile: I like the fact that it integrates well with other systems that we already use like the SunSystems API to allows us to integrate our SunSystems which the Finance department uses. I like its easy and clear workflows which are intuitive even for a novice and non technical stakeholder. I also like the customisation option because in my organisation we got an offering that uses our internal financial lingo and policies making it easy to transition to the system. I also like the report header function which allows you to enter repetitive fields that would be common for every expense so that it automatically populates them for you when you create a new expense. I also love the modern UX and UI which is consistent to most web apps that people are already used to. I like the fact that it is cloud based and only needs a browser to access the full application without having to install a client or agent or dependencies on your machine which improves mobility as you can do your business wherever you can get a browser and internet access. Mobility is huge in my organisation and this is a feature which save us lots of time and money. i like the feature which allows you to dedlegate roles to a colleague allowing someone to manage your requests and/or expenses on your behalf where you might be busy or on leave. I like the audit trail feature which allows efficient tracking of your requests and expense reports. This feature updates you on the status of your request at all times.

Nachteile: The fact that you have to upload receipt images one by one and you have no option to multi select. However this is minor compared to the value I get from all the other features that it provides me. a few extra clicks wouldn't hurt.

Kommentare: At my previous employer, I was the administrator of Concur and the person who set up the software. It revolutionized the way we processed expenses (which had previously been a manual paper and pen process). It integrates beautifully with multiple banking entities, automatically importing charges as they are posted to your card. It can accommodate e-receipts if the vendor supports those -- car rentals, airline tickets, and hotels being the most common. And if you set the software to require receipts for a type of expense or a dollar limit, users will not be allowed to submit the expense report without attaching a receipt to the line item. It saves so much time from an administration point of view, and the interface is very user-friendly. I would give this five stars and recommend it to anyone, from a small to enterprise level organization. Now, on the downside, my current employer also uses Concur, but they upgraded recently to the beta version, and it is full of bugs. Some of the best and most convenient features have been removed, such as the ability to perform batch changes on expense items and the ability to see at a glance which expense line items contained comments. Support has been completely non-existent for the beta version and we get nothing but run-around and excuses. I have been extremely disappointed with the entire upgrade process and the level of response we have received. Thus, my less than five star review. I hope that they resolve these issues.

Vorteile: Straightforward administration setup wizard
Ease of importing receipts
Integration with our corporate bank account, credit cards, and purchasing cards
Ability to customize limits and alerts
Ease of administering multiple profiles for executives
Integration with Expense-It so that users can take a picture of receipts with their phones and have them automatically uploaded to their expense reports

Nachteile: The Beta version is full of bugs
Developers refuse to support the beta version
Does not adequately track users who have used their corporate cards for personal charges and owe the company money

Kommentare: Concur makes keeping track of expenses and submitting expense reports routine and even somewhat fun. It also provides a handy record of where you have been before. It's great.

Vorteile: Concur makes it very easy to do expense reports for a sporadic traveler: -expenses for the corporate card are transferred automatically (so one does not forget to claim them)
-the latest implementation I use even transfers the details of hotels stays (nightly rate, tax 1,2,3 etc.), making it almost zero work to finish these. Long hotel stays with occasional meals used to be the most time-consuming entries. I don't know if this is a new version or specific to my latest employer, but it is much appreciated!
- receipts can be uploaded through a mobile Concur app, but also just as a jpg or pdf. (sometimes one has time to take the photo with one's phone, but is not in a good place to enter the details in the app - think - just purchased a coffee, now in boaRding line with a suitcase, phone and coffee). I have not used similar software products from other vendors, except one: Concur is incredibly more efficient for both those writing expense reports and those monitoring expense compliance than the alternative of copying scanning cutting and pasting and spreadsheets - any corporation wanting to increase the productivity of its workforce (and their loyalty) should bite the financial bullet and implement Concur.

Nachteile: Although the following situations are rare, occasionally an unusual situation maKes things difficult. Usually, asking for help early from Concur and the internal corporate travel contact is the best course. here are a few:
1. A flight charge and a cognate refund adding up to zero can't be submitted as report. Let this get over 30 days old so it can't be combined with newer charges, and you have to have higher authorities fix it.
2. More common is when a hotel charges for the first night reservation, but the charges on the receipt do not match the folio provided, usually because the taxes are not included. Confuses the hell out of Concur, and hard to resolve on one's own.

Kommentare: My Overall experience is very positive with this software and I am very thankful to have access to it. This software is a major time saver when submitting, reviewing and processing expense claims.

Vorteile: The software allows me to sort submitted expense claims by date, currency and location. Within the expense claim the software is very user friendly, allowing the user to select from a wide ranges of expense types, departments, countries and entities. Features such as the automatic foreign currency calculation, mileage calculator and integration with corporate credit cards are very useful for the user and saves alot of time. The software is also very customizable by allowing the admin to change expense types departments, managers and other settings. The admin is also able to view a variety of reports that are very useful as well as features such as expense connect automatic payments and allowing access for the admin to act on behalf of another user.

Nachteile: The website tends to have periods where it is unavailable and doesn't work. This is usually resolved within a short time and the site returns to normal. Also the customer support for Concur could be improved in my opinion as there have been times I have had issues and they have been unable to help me.

Kommentare: Our entire firm just moved over to Concur Expense, and it has not been without it's issues. I think it will be a worthwhile transition in the long run, however, I need to watch a lot more of the help videos until I get there.

Vorteile: It is very thorough, and really very detailed. I don't have problems with the reports once I make them, and I feel like the expense process is very thorough. From a company's standpoint, the software makes sense and provides them with a lot of information. It also has a TON of user input checks which are incredibly tedious, but also ensure that everything is inputted properly The app is also really helpful, especially when taking pictures of receipts and uploading them to reports. If I wanted to ensure accuracy and completeness and was choosing a software, I'd definitely go with this one.

Nachteile: Sigh... all good things have their drawbacks it seems. I'd be lying if I said Concur Expense was user friendly. There are so many error messages possible, and it is not intuitive when trying to solve them all. The error messages are small, and contain limited information as to why they've occurred. Per diem is NOT self explanatory, and my firm had to put out an entire educational PowerPoint on how to input per diem expenses. And then additional help info on basically every other function. Sometimes the system will auto-populate when I don't want it to, and other times it will attempt to categorize expenses into categories that don't make sense. It's not the most intuitive software... and when I finally successful submit an expense report, I'm relieved more than anything.