Description
Automatically create expense reports from credit card charges and TripIt travel itineraries. Seamlessly sync your expenses with QuickBooks. Capture receipts, reimburse employees and get on with business. Do it all online, or go mobile!
Automatic QuickBooks Integration
Concur automatically collects all Account Codes, Customers, Jobs and Classes, Vendor Records and Employee Records directly from QuickBooks. When it’s time to enter Expense Types, Cost Tracking and User Information into Concur, simply select from the labels taken straight from QuickBooks. Updating QuickBooks is just as simple. Concur uses Intuit Sync Manager to automatically transfer data back into QuickBooks.
Free TripIt Travel Integration
Each user receives a free TripIt Pro account, turning Concur into a complete travel and expense management solution. Simply forward travel confirmation emails to plans@tripit.com and TripIt compiles all the details into a master trip plan. At the end of your trip, simply click to create an expense report from that trip plan.
Free mobile app for Android™, BlackBerry®, iPhone® or iPad®
Along with TripIt, Concur manages your business travel itineraries and expenses from the convenience of your mobile phone. Concur’s mobile app allows users to create, submit and approve expense reports while on the road. Users can also create expense reports using itinerary data from TripIt Pro. As a free companion to your Concur subscription, our mobile app lets you reap the benefits of having all of your trip information in one place.
Electronic Receipt Capture
No more paper receipts. No more mistakes. Simply snap a picture of your cash or credit card receipt with your smartphone camera and upload. Concur captures the receipt and attaches it to your expense report for completely paperless accounting. The best part is, your electronically captured receipts are completely IRS compliant.
Automatically Import Credit Card Charges
Credit card integration with Concur is easy, safe, and quick to set up. Streamline the expense reporting process and ensure expense policy compliance by automatically sending credit card charges straight to your expense reports. Your information is kept safe with state-of-the-art data encryption.
Easy Expense Reimbursements
Expense reimbursement with Concur is hands down the fastest, easiest, safest way to reimburse expenses. When an expense report is approved for payment, Concur automatically calculates the funds to be reimbursed, withdraws the correct reimbursement from your designated bank account, and transfers those dollars straight into the employee’s bank account. Concur will help you understand your company’s spend, allowing you to manage your budget and cash flow more effectively.
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Concur Expense Reporting for Small Business
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Vesy easy to use
Great app. Extremely streamlined & I wish I had used it when it first was introduced. Set was was great because very knowledgable support team walked me thru step by step very patiently.
May 17, 2013
Great expense management with the customer service to back it
The folks at Concur have been very helpful in implementing the product, which will save our staff a great deal of time dealing with expenses and mileage.
May 10, 2013
Customer Service sold me
I am a new business owner. Building a business has stretched me like a rubber band. I am traveling a minimum of five days a week, purchasing supplies and dining clients and trying to manage the books. The Concur mobile app has allowed me to minimize the time it takes for me to keep my expenses in order and lightened the load of receipts I have been carrying around.
There are downsides to the app. One of my cohorts has experienced hiccups with saving receipt images (could be a phone issue) and I have found that there is no mileage expense category, rather you have to back in to your mileage through an alternate pathway - not the most convenient feature of the app.
However, even with the hiccups, Concur has won over a life-long customer in me with its customer service. I know my representative personally. Dustin is always courteous and helpful. He has been excellent at keeping open lines of communication and even reached out to help my cohort with his issues. It is rare that companies provide the type of customer support and personalized service that Dustin has given me during my first months of use. Good job Dustin, and Bravo, Concur for the emphasis on customer service - an art lost on today's companies.
May 7, 2013
Time saver
Concur Expense reporting is super easy to use and an absolute time saver for this dreaded activity of expense reporting. While I had some trouble initially getting setup, the Concur Coach I was paired with was very proactive and managed to help me complete the setup easily. Highly recommended
May 7, 2013
Dustin and Chris are GREAT!
My firm recently switched from spreadsheets to CONCUR, and we couldn't be more pleased. Special thanks to Dustin for the ongoing customer support. Dustin has made this conversion so simple - and he has trained my entire staff. So appreciate his help!
Summer
May 7, 2013
Wow and WOW!!!
The people at Concur from sales to implementation are wonderful! They really care and will spend the time and share their knowledge and expertise to assist you. I can't say enough about how wonderful their customer service is and their commitment to client satisfaction! And the Concur product is awesome!!!!
May 3, 2013
I'm brand new to using Concur and Quickbooks & was Scared!
I just started my own business which is daunting to say the least it is a daunting task! To make things easier I purchased QuickBooks Premier as well as Concur.
The good news is I have been using a computer for the last 20 years and have become quite adept in Windows, word, excel, PowerPoint, project, AutoCAD, and many other software titles so I assumed I could use QuickBooks and Concur instantly. I was wrong!
At first I was confused. Then I was angry with myself for not immediately understanding how to use these applications. What next I asked myself? Call for support.
I had contacted Concur and spoke with a young man named Dustin Privette. He assisted me in getting both my Concur software and my QuickBooks to communicate. We spent quite a bit of time on the phone (with Dustin prompting me on why and how to set up my system. (He is a very patient individual). In order to assist me we used an internet app called Join.me. This way he was looking at my screen and giving me live lessons.
Guess what? I am no longer confused as Dustin’s assistance was awesome!
April 30, 2013
Highly Recommend Concur. Great Customer Service
Our small business is in the initial phase of implementing concur. This program is exactly what we needed in order to manage or business expenses. The customer service was top notch. Dustin stayed in constant contact with us and made training very easy. This is a very good program for small or large businesses.
April 30, 2013
Support & FAQ
Online chat is available Mon-Fri 7AM-7PM Pacific excluding holidays at https://concurbreeze.custhelp.com/app/ask
Dedicated phone support is available Mon-Fri 7AM-4PM Pacific Time excluding holidays toll-free (888) 811-2030
(888) 811-2030
https://concurbreeze.custhelp.com/app/ask
Check out the most frequently asked questions below: Expand all
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Who is Concur for?
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Concur is for any company looking for a quick and easy way to integrate and set up an automated expense management process. It's accessible via a PC or mobile device, and comes with embedded reporting features.
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How do I convert my free trial to a monthly subscription?
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Simply click the subscribe button in the upper-right hand corner of the Concur application. If you don’t subscribe prior to the end of your free trial period, you will receive an email from Concur notifying you that your trial has come to an end. The email will also contain a few simple steps to continue receiving your subscription.
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Where do I get set-up assistance if I need it?
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Concur has an easy to use, self-guided Setup Wizard that guides you through the set-up process. Once you sign up for your free trial, you will also receive an email from the Concur support team, asking you to join a webinar to get your specific question answered. A designated person from the Concur support team will be assigned so you can call that person any time you have any questions.
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Can I try Concur on both my desktop and SmartPhone during the trial period?
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Yes. Simply log into Concur and navigate to "My Account". Once there, you will be able to create your mobile PIN. Once you have your PIN you can log in to Concur service on your Smartphone, enter your user name and PIN and you're ready to create and manage your expense accounts while on the road. Because TripIt Pro is now integrated with Concur, you'll be able to manage your travel plans in the Cloud, and populate your expense reports with itinerary data.
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