You asked, we answered - Answers to your T&E webinar questions

December 8, 2016

In case you missed it, we hosted a webinar on November 30 on How to Expand your Concur Solution in 7 Easy Steps. The presentation explained the steps travel and entertainment (T&E) and purchasing card (P-Card) professionals can take to move their expense management to the next level with the help of the CaseWare Analytics Connector for Concur™.

The easy-to-follow process showed how to integrate data from various departments and external sources into a single, seamless system. By applying the steps covered in the webinar, you will have a full picture of your expenses and transactions. 

Here are some highlights from questions asked in the webinar:

Is there a limit on how many T&E Cards can be monitored by the solution?

The greatest advantage of data analytics? There are no limitations. You can look at 100% of your data for 100% of your cards and not be limited to sampling. No matter the type of card or how many you have in your program, the Connector can consume, collect and correlate all of the data to give managers a complete picture of what is happening.

Can outliers be routed to other parties based on business unit or regions?

The system’s automated workflow can route exceptions to relevant parties or departments, no matter where they are located. Additionally, email notifications can be sent to cardholders to help determine the reason for the alert.

Can we try out the solution using our data?

Yes, we can arrange for you to have a free test drive of the CaseWare Analytics Connector for Concur. Reach out to us at connect@caseware.com; our team will review and then analyze the last 180 days of your T&E or P-Card process data. Afterwards, we will offer insights and recommendations for your program based on spend and exceptions across employees, departments and merchant category codes.

During your test drive, you can try the system out for yourself to see how exceptions are remediated using the automated workflow. You can also check out some of the dashboards and data visualizations that the solution provides.

In this webinar, we also showed how you can:

  • Integrate information from human resources, accounts payable and other areas
  • Continuously monitor all of your information and transactions
  • Prevent and remediate exceptions before they impact your program

Interested in taking a test drive of the CaseWare Analytics Connector for Concur to see how it can expand your Concur solution and monitor your T&E expenses? Contact us at connect@caseware.com for more information.

 

Andrae Duhaney, Product Owner for P-Card Monitoring Solution

Andrae Duhaney has nearly a decade of experience working with continuous controls monitoring technology. Since 2010 he has worked specifically on developing continuous monitoring solutions to help detect P-Card misuse and to ensure anti-money laundering compliance. 

Connect:  Andrae Duhaney

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