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6 reports forConcur Expenseyou won’t want to live withoutConcur Reporting eBook 1
Table of contentsIt’s your data—demand more from it!. 03Analysis reporting: Your data working hard for you. 04Expense Entry Analysis . 05Expense Accrual by Date Range . 06Top Exception Violators . 07Consultative Intelligence: Your data as you’ve never seen it before. 08Hotel Exceeds Negotiated Rate . 09Unassigned Credit Card Transactions . 10Workflow Cycle Times .11TIP! Return to the table of contents fromany page by clicking on the page numberConcur Reporting eBook 2
It’s your data—demandmore from it!When you made the move from manual spreadsheets or partial automationto Concur, you started collecting valuable data on the way your businessspends. Now take the next step and use the data you’re capturing toanalyze your spending so you can take full advantage of opportunities andavoid business risks. Concur reporting, available to all clients, can help you:Reduce overspending on tripsUnderstand liabilitiesNegotiate better vendor ratesPerform internal auditsEnsure employee policy complianceReports outlined in this eBookfall into two categories:1 Analysis – free with Concur2 Consultative Intelligence – an optional extraConcur Reporting eBook 3
Analysis ReportingYour data working hard for youNothing could be more important than understanding your business data,which is why each instance of Concur comes with our Analysis reportingpackage. Analysis gives you access to more than 100 pre-built reports tohelp you start putting your data to work.3 most popular reports1 Expense EntryAnalysisConcur Reporting eBook2 Expense Accrualby Date Range3 Top ExceptionViolators 4
Analysis Reporting1Expense Entry AnalysisChapter 9: Folder – Expense ProcessingWhy use this reportTake a closer look at where money hasbeen spent by digging into detailedspend by employee or expense typeConcur ExpenseReport OutputWhat to look forEmployees or expense types withunusually high spendWhat to do with the insightUse report to drill into line entry detailson employee’s spendHow to get thereFolder: Expense ProcessingConcur Reporting eBook 5
Analysis Reporting2Why use this reportGain visibility into outstanding liabilitiesby finding ALL transactions unassignedto an expense report as well as thoseassigned to an expense report but notyet paidExpense Accrual By Date RangeConcur ExpenseChapter 2: Folder – AccrualReport OutputWhat to look forRun at end of month to see outstandingliability and future cash requirementsWhat to do with the insight Accrue entries Be ahead of the game!How to get thereFolder: AccrualConcur Reporting eBook 6
Analysis ReportingChapter12: Folder– InvoiceChapter12: Folder– Invoice3Top Exception eptionViolatorsAvailableto: to: AnalysisAvailable AnalysisWhy use this reportIdentify employees with the highestnumber of exceptions on expensereports and drill through to seeexception details Intelligence/ Premium Intelligence/ PremiumThis report shows the 10 employees with the highest number exceptions identified by thesystem on payment requests submitted during a specified timeframe.This report shows the 10 employees with the highest number exceptions identified byConcur Expensesystem on payment requests submitted during a specified timeframe.ReportPromptsReportPromptsREPORT PROMPTSWhat to look forLarge number and amountof exceptionsWhat to do with the insight Employee training Reviewing exceptions and policiesReportOutputReportOutputREPORT OUTPUTHow to get thereFolder: ComplianceConcur Reporting eBook 7
Consultative IntelligenceYour data like you’ve never seen it beforetake a look at Consultative Intelligence. This add-on reporting package not onlyunlocks additional reports, customizable features and report scheduling, but italso offers 60 hours of consulting time each year to help configure reports anddig into the data to get more actionable insights.3 most popular reports1 Hotel ExceedsNegotiated RateConcur Reporting eBook2 Unassigned CreditCard Transactions3 WorkflowCycle Times 8
Consultative Intelligence1Hotel Expense Exceeds Negotiated RateChapter 7: Folder – ComplianceWhy use this reportConcur ExpenseReport OutputSee when hotel is not honoringnegotiated rateWhat to look forCompare expense amount versusnegotiated rate in Concur TravelWhat to do with the insight Contact the properties to ensure futuresavings and potential credit Alert travelers to be more aware ofnegotiated rates being honoredHow to get thereFolder: ComplianceConcur Reporting eBookActual employee names,NOTE: Actual employee names, employee IDs andemployee IDs, and expenseexpensereport names appear in the report outputreport names appear inthereport output 9
Consultative Intelligence2Unassigned Credit Card TransactionsChapter 2: Folder – AccrualWhy use this reportConcur ExpenseReport OutputProvides visibility to outstanding liabilitiesby viewing all credit card transactionsNOT assigned to an expense reportWhat to look forTransactions with dates greater thanpolicy reimbursement allowsWhat to do with the insight Schedule or burst report to employees Training opportunity Add Aging column to reportHow to get thereFolder: AccrualConcur Reporting eBook 10
Consultative Intelligence3Why use this reportUnderstand the time it takes to movethrough major workflow steps by approverWorkflow Cycle TimesChapter 9: Folder – Expense ProcessingConcur ExpenseChapter 9: Folder – Expense ProcessingReport OutputReport OutputWhat to look for Approval hold-ups High number of exceptionsWhat to do with the insight Training opportunity Identifying mangers with longapproval timesHow to get thereFolder: Expense Processing9-369-36Concur Reporting eBookStandard Reports by FolderLast Revised: August 15 2016 2004 - 2017 Concur Technologies Inc. All rights reserved.StandardReports by FolderLast Revised: August 15 2016 2004 - 2017 Concur Technologies Inc. All rights reserved. 11
Looking for more information on Concur reporting?Register for the Concur Admin Training Series webinarto get tips and tricks on Concur reporting.Register NowFor more than two decades, Concur, an SAP company, has taken companies of all sizes and stages beyond automation to a completely connected spend management solution encompassing travel,expense, invoice, compliance and risk. Our global expertise and industry-leading innovation keep our customers a step ahead with time-saving tools, leading-edge technology and connected data, in adynamic ecosystem of diverse partners and applications. User-friendly and business-ready, Concur unlocks powerful insights that help businesses reduce complexity and see spending clearly, so they canmanage it proactively. Learn more at concur.com or the Concur blog. Learn more at www.concur.com or the Concur blog.Reporting eBook SMNUS 2017/03Concur Reporting eBook 12
which is why each instance of Concur comes with our Analysis reporting package. Analysis gives you access to more than 100 pre-built reports to help you start putting your data to work. 3 most popular reports Expense Entry Analysis Expense Accrual by Date Range Top Exception Violators Concur Reporting eBook
