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©2016 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc. All other company and product names are the property of their respective manufacturers. Specifications and other details listed are accurate as of

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ChicagoMcCormick Place March 14-17, 2017

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http://fusion.concur.com

http://fusion.concur.com/

Concur 2016 Year in Review

Heidi Ealy

Ekta Aggarwal

Mukund Ravikumar

Marsha Calfee

Concur Travel

Heidi Ealy – Principal Product Manager, Travel

Planned Development for 2016

Flight – Branded Fare Search & One Page Checkout

Train – Booking UX and EU Content Expansion

Hotel – Enhanced Shopping UI

Request – Passive Approvals

TripIt – Scale for Market Expansion and UX Redesign

Risk – Integrated UX and Enhanced Location Awareness

Concur Travel

Universal Branded Fares Display

Travel Policy – Branded Fares

Sabre – Branded Fare Content• Delta Air Lines

• Lufthansa

• Swiss Air

• Austrian Airlines

• Air Berlin

• Air Canada

• SAS

• TAP Portugal

• Brussels Air

• BMI Regional

• Etihad

• Air New Zealand

• Aeroflot

• Emirates

• UTair

Travelport – Upgrade to uAPI

• Includes Worldspan, Apollo, and Galileo GDS

• Universal API (uAPI) provides access to all

three GDS through a single API connection

• Latest technology allows Concur to offer

many new features for our Travelport

customers

• Multi-year upgrade

• Development completed for most existing air

shopping functionality in 2016

Amadeus – Complete Migration to Web Services

• Full system upgrade from API v2 to

Amadeus Web Services

• Approximately 40 different messages

were migrated, tested and deployed for

all Amadeus Concur Travel customers

• Latest technology allows Concur to

offer many new features for our

Amadeus customers

Enhanced Air Content – Migrations to Travelfusion

• Aer Lingus and Interject Direct Connects were

sunset with the migration to Travelfusion

• Future enhancements implemented by

Travelfusion on their integration will be

available automatically in Concur

• Better performance (response times)

• Standard Integration equals faster problem

solving in case of issues

Flight and Train – #1 Solution Suggestion

Train – Content and Innovation

Train – Swedish Rail (coming soon!)

Train – Spanish Rail (coming soon!)

Solution Suggestions

TripIt

TripIt – Areas of Focus

• EU privacy compliance and scale

• Redesigned mobile and web UI

• Business travel productivity features:

– Mobile air check-in

– Ground transportation

– Updated sharing

TripIt – Homepage

TripIt – TripIt for Teams

Risk Messaging

Risk – Highlights

• Traveler and Booking Smart Search

• Traveler Messages added to Profiles

• Hyperlink to Country Summary in MapCast

• Concur Data Center Migration

Risk – Experience and Content

• New User Experience Highlights

– Fully Integrated Portal Access with Single Sign-on

– New Mapping and Search Capabilities

– Simplified process for engaging and communicating with Individuals

– Consolidated intelligence to keep informed

– Enhanced Profile integration

Risk – Prototype

Request

Request – Concur Travel Integration

• Re-approval for trip changes

• Passive Approval

Request – via Mobile

Concur Expense

Ekta Aggarwal – Product Manager, Expense

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Expense 2016 – Our Focus

Effortless Expense ReportsExpense experience, Expense Assistant, Perfect Back Office

Global GrowthRegional, regulatory, functional, language

ConnectivityConnectors & APIs, payments, platform partners

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Pending card transaction

Better financial control as you only pay for what you receive.Better data quality for submitted expenses

Card Transaction

System updates

Payment TypeMatch

Expense

Submit Report

Expense

Expense Pending

Card Transaction

Expense It

E-Receipt

Travel booking


Edit report policy before submit

Better financial control as you only pay for what you receive.More flexibility for employees with multiple policies.


Approved Senders List

Better financial control as you only pay for what you receive.Saves your employees time adding receipts to Concur

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Expense Assistant

Better financial control as you only pay for what you receive.Save employees’ time building expense reports.

i


German 3 Month Rule

Better financial control as you only pay for what you receive.Provides more choice for German travel allowances


Extraction factor on rate record

Better financial control as you only pay for what you receive.Easier maintenance for Canada VAT rates.

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Merchant Tax ID on entry

Better financial control as you only pay for what you receive.Capture data required for corporate tax processing.


Language Updates

Better financial control as you only pay for what you receive.Easier for administrators and employees in more countries.

Language Standard Professional

Czech ✓ ✓

Danish ✓ ✓

Finnish NA ✓

Korean ✓ ✓

Norwegian ✓ ✓

Polish ✓ ✓

Russian NA ✓


Help Translations

Better financial control as you only pay for what you receive.Clear instructions and guidance in more local languages.

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Expanding Ecosystem

Better financial control as you only pay for what you receive.More partners, more ways to get additional value from Concur

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E-receipts

Better financial control as you only pay for what you receive.Partners can use APIs to send in e-receipts including tax data

Concur Invoice

Mukund Ravikumar – Director, Product Management


Invoice 2016 – Our Focus

Effortless InvoicePO Matching, Capture Improvements

Global GrowthRegional, regulatory, functional, language

ConnectivityFinancial Integration


3-way Match

Purchase order Receipt Invoice

3-Way match

Better financial control as you only pay for what you receive.

Better financial control as you only pay for what you

receive.

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Receiving in Concur

3-Way Match and Receiving - Standard and Professional.

Purchase order Receive in Concur Invoice

3-Way Match

Attendee Spend TrackingTrack across invoices and expense reports

Applicable to many industries,

including life sciences

Specify attendee types

and access levels

Report spend by employee

or HCP, and flag overages

Dual Capture Methods

CONCUR

CONCUR

CONCUR

CLIENT

CONCUR

Our Approach to Global Tax

► Capture

► Calculate

► External Rate Service

Three components

Powerful tool to achieve accuracy and efficiency

Mobile Invoice Approvals

APIs to Expand the Ecosystem

Vendor

Payment request

Purchase orders

Receiving

Financial

Attendee

Tax

Invoice

APIs

QuickBooks Web Connector

QuickBooks now connects to both Expense AND Invoice

Other Recent Enhancements

Auto-route invoices to purchase orders owner

Ability to process invoices with multiple POs

Email Remittance to Vendors for Payments

Coming Soon

PO Change Order

Receipt Extract

New languages for Capture – Japanese, Chinese

Invoice Insights - Better reporting capabilities including Invoice Dashboards

Invoice Insights

Invoice Dashboard► Aging Payables

► Top 10 Vendors

► Total Invoice Spend and spend by

expense type

Concur Intelligence

Marsha Calfee –

Sr. Manager, Global Products

Data Analytics and Insight

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Cost Object Approval Reporting• 3 new COA reports supporting Expense, Invoice and Travel Request

– Workflow Aging Details

– Workflow Cycle Times

– Workflow Details

• Detailed information– all the steps (approved and rejected) associated with it

– the type of the COA workflow used (Level, Limit or Cost Object Direct Approval)

– the name of approver at each step

– the cost center associated with approver

– the status of each step

– the dollar amount that was approved

– when the approver took action

– If COA was skipped or not

French

November

German

December

Traditional and

Simplified Chinese

December

Japanese

December

English

September

Translations

• Italian

• Dutch

• Swedish

• Brazilian Portuguese

• Korean

• Spanish – Latin America

• French – Canada

• Danish

Coming in 2017

• Norwegian

• Finnish

• Spanish – Europe

• Polish

• Russian

• Czech

• Hungarian

Expense Management Dashboard

Invoice Management DashboardComing in 2017

©2016 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc. All other company and product names are the property of their respective manufacturers. Specifications and other details listed are accurate as of

printing, but may change without notice.

the presentation will begin shortly. audio will be ... yir presentatio… · •full system upgrade...

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