t&e expense management: expand your concur solution in 7 easy steps
Post on 14-Jan-2017
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HOW TO EXPAND YOUR CONCUR SOLUTION IN 7 EASY STEPS
WEBINAR
PRESENTER:
Andrae DuhaneyProduct Owner
CaseWare Analytics
STEP 1: CONCUR WORKFLOW
To detect:• Out of policy purchases
STEP 2: REVIEW EXPENSES
To detect: • Out of policy purchases• Duplicate payments
STEP 2: REVIEW EXPENSES
To detect: • Out of policy purchases• Duplicate payments• Purchases from unapproved vendors
STEP 2: REVIEW EXPENSES
STEP 2 CONT’D
STEP 3: ANALYZE TRANSACTIONAL DATA
STEP 4: INCORPORATE HR AND AP DATA
STEP 5: REMEDIATE EXCEPTIONS
STEP 6: GAIN INSIGHTS INTO YOUR PROGRAM
STEP 7: INCORPORATE DATA FROM CARD MERCHANTS
CaseWare Analytics Connector for Concur integrates with Concur’s expense management system to provide relevant insights. The range of capabilities and benefits allow you to: • Connect to and monitor data from any source, web services
such as• Concur, banking platforms, bespoke apps, system logs and more.
SUMMARY
CaseWare Analytics Connector for Concur integrates with Concur’s expense management system to provide relevant insights. The range of capabilities and benefits allow you to: • Connect to and monitor data from any source, web services
such as• Concur, banking platforms, bespoke apps, system logs and more.
• Manage data quality
SUMMARY
CaseWare Analytics Connector for Concur integrates with Concur’s expense management system to provide relevant insights. The range of capabilities and benefits allow you to: • Connect to and monitor data from any source, web services
such as• Concur, banking platforms, bespoke apps, system logs and more.
• Manage data quality• Detect outliers and analyze trends
SUMMARY
CaseWare Analytics Connector for Concur integrates with Concur’s expense management system to provide relevant insights. The range of capabilities and benefits allow you to: • Connect to and monitor data from any source, web services
such as• Concur, banking platforms, bespoke apps, system logs and more.
• Manage data quality• Detect outliers and analyze trends• Customize workflows, collaboration and case management
SUMMARY
QUESTIONS
WEBINAR
HOW TO EXPAND YOUR CONCUR SOLUTION IN 7 EASY STEPS
Visit casewareanalytics.com Email connect@caseware.com
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