1. Concur
Best Practices in Travel and Expense Management
Sue Peterson| Market Development Representative
Susan.peterson@concur.com| 952-947-1932
www.concur.com
Earlier this year, we acquired TripIt for this very reason. Just 4 short years after launching, TripIt has more than 2 millions users around the world.And TripIt has been a true industry pioneer, creating the standard for the mobile travel experience, and we’re excited to bring this technology to more business travelers. Here’s how it works.
TripIt®, the leading mobile trip management service from Concur, helps people organize and share their travel plans no matter where they book. Travelers simply forward their travel confirmation emails from over 3,000 sites to plans@tripit.com. TripIt automatically creates a master itinerary that combines all their travel plans plus maps, directions and more.
To help travelers stay connected and provide even more conveniences when they are on the road.With TripIt, you can share and collaborate on trips with friends and colleagues using social networks or TripIt Groups. TripIt itineraries can be accessed online, via iPhone, Android, and BlackBerry devices, or from m.tripit.com.
TripIt Pro premium service for frequent travelers automatically monitors travel itineraries, providing mobile alerts, alternate flight options, frequent traveler point tracking, flight refund tracking and notification, and automated trip sharing.
But of course travel is only one piece of the puzzle. We also have an expense app, so users can create, review and approve expense reports and manage receipts right from their smartphone. Here’s how it works:A new report can be created. Traveller can add expense items manually and import credit card charges that are waiting to be added to a reportManagers have expense reports and invoices queued up for your approval. They can review summary report, line item details, view attached receipts, and approve or send back to submitter (reject)At one Retail client - It was a mandate from the CFO that the Pcard holder approve all Pcard charges and it could not be a delegate (someone they assigned to approve on their behalf). Pcard holders were also frequent travelers, which meant they were on the road a lot and could not get to review and approve expenses in a timely manner. The Pcard holders pushed back on the mandate from the CFO saying they simply could not keep up with this processSeeing this as an opportunity to use Concur Mobile, the Retail company’s Concur administrator told the CFO that they had a solution for the issue. Using Concur Mobile would allow the pCard owners to review and approve their pCard expenses. Now when a card owner asks for delegate functionality to be turned on, they are told to use Concur Mobile so they can approve expense from the road. All parties are happy
