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Concur CBS V5

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Transcript of Concur CBS V5

Power up your P-Card program
Business problems today
Cash expenses
are prone to fraud.

Time consuming & expensive
to make check payments.

Too much paperwork.

Ability to control
out of policy spend.

Product demo: home screen
Industry verticals that benefit from Company Bill Statements:
Tech companies
Higher education
Did you know?
Approximately 80 percent of all corporate purchases are low value
Capture spending—
wherever and whenever it happens
One integrated solution
Concur consolidates your spending data into a single, connected process to help:

Ensure compliance

Track and manage spend

Reduce time and
resources wasted

Having an integrated solution can have a huge impact on your bottom line.

Get more visibility into P-card program spending
Increase visibility into your spend.
Automate the process.
Manage and reconcile statements.
What are company bill statements?
One platform -
Same user interface for corporate
card and purchasing card

Automated process –
Companies can define and automate spend capture, reconciliation, approval, audit, and account for P-Card transactions

End user efficiencies –
All users receive automatic notifications and reminders, from employee spend to manager approval

Better visibility into your spend –
Combine the wealth of data captured with Concur’s powerful reporting platform to provide powerful insights

Go paperless –
Digital receipts make the approval and audit process transparent and improve compliance

Statements automatically generated by Concur based on pre-defined periods

Manage P-Card spend

Statements automatically created when transactions are received

The process becomes automated
What types of P-Cards are supported?
Company Bill Statements supports procurement cards (P-Cards) dedicated
to purchasing transactions only

Company bill company pay

Meeting cards and One Cards
are not supported
How it works
How it works
Want to learn more?
Contact your
Concur representative

Visit us at
Extended service for Concur Expense
Industries using Company Bill Statements
Annual P-Card spend is expected to reach $377 billion by 2018.*
Provides insight and visibility
Company Bill Statements functionality was developed specifically to address the unique characteristics of company bill/company pay card programs like your purchasing card program.
Reports are automatically generated
All spend is collected, categorized and stored
What’s the takeaway?
Types of spend. The following account for more than half of all CBS spend (56%)
CBS Benchmarks
Product demo: expense tab
Product demo: home screen
Office supplies and related
Repair and Maintenance
How it works
Admin sets up CBS requirements
Additional P-Card transaction added to statement
Charges auto populate
to P-Card specific expense type
Admin sets up CBS requirements
Initial P-Card charge generates a Company Bill Statement
Additional P-Card transaction added to statement
Charges auto populate
to P-Card specific expense type
Initial P-Card charge generates a Company Bill Statement
Full transcript