Concur for Expense Reporting - Experiences and/or Suggested Alternatives?
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Hi,
Our company currently uses an extremely basic and almost non-functioning spreadsheet form for employee expenses. After filling it out, the user prints it out, staples all receipts to it, signs it and hands it to their boss. I am guessing that the remote users have to send it via snail mail or FedEx or something, but I haven't confirmed that.
I currently have my mobile phone and home internet connection "expensed" every month, and have to print out the PDF statements and fill out this form. It is a hassle for me. I can't even imagine what it is like for guys who are traveling all the time.
Anyway, I have brought it up several times and now my newer boss (the CFO) has decided it is time to modernize this process.
The front-runner is currently Concur. I have read mixed reviews on a few product ratings sites (i.e. capterra). The main complaints are that the site is down or slow too often.
Any experiences with Concur or alternatives, good or bad?
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For the past 1.5 years we have been using Concur. We were in the same situation as you prior to that with a spreadsheet template. As far as I know there have been no issues. Just a few things when it was first setup. Our CFO and controller love being on Concur now. They are able to "poke" managers when expense reports have been sitting out there without approval.
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@sully93 said in Concur for Expense Reporting - Experiences and/or Suggested Alternatives?:
For the past 1.5 years we have been using Concur. We were in the same situation as you prior to that with a spreadsheet template. As far as I know there have been no issues. Just a few things when it was first setup. Our CFO and controller love being on Concur now. They are able to "poke" managers when expense reports have been sitting out there without approval.
Thanks for sharing your experience. Let's say you wanted to move to another service. Would you be able to extract the reports? What about any external backups?
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We used the exact same type of expense reporting that you are using now before we moved to Concur at least 3 years ago. It's definitely easier to keep up with my expenses when I'm traveling with Concur vs trying to remember to retain every receipt on long trips since I can just upload a photo of each receipt to the app, and create an expense entry on the fly. Our accounting team seems to prefer this method over the old physical paper method as well since it's easier to read and account for specific types of expenses.
Admins can alter the settings so that certain fields are required on specific expense types, like names of attendees at a business lunch, and explanations can be required when an expense type is above the budgeted amount.
I know that you can export a copy of your expense report, and there are ways to export the entire org's data, but you should probably work with Concur to determine what the limitations of this are.
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We use Expensify and everyone is pretty happy with it.
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It sounds as if you need an entire system to manage the employees. @JaredBusch was looking for HR management solutions, which Expense reporting is certainly a part of that.
I think @JaredBusch is testing ICEHrm
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@dustinb3403 said in Concur for Expense Reporting - Experiences and/or Suggested Alternatives?:
It sounds as if you need an entire system to manage the employees. @JaredBusch was looking for HR management solutions, which Expense reporting is certainly a part of that.
I think @JaredBusch is testing ICEHrm
Settled on IceHRM pro (self hosted) actually. Supposed to be purchasing and installing this week.
@wrx7m here is the comparison matrix.
https://icehrm.com/compare-opensource-icehrmpro-cloud -
@jaredbusch said in Concur for Expense Reporting - Experiences and/or Suggested Alternatives?:
@dustinb3403 said in Concur for Expense Reporting - Experiences and/or Suggested Alternatives?:
It sounds as if you need an entire system to manage the employees. @JaredBusch was looking for HR management solutions, which Expense reporting is certainly a part of that.
I think @JaredBusch is testing ICEHrm
Settled on IceHRM pro (self hosted) actually. Supposed to be purchasing and installing this week.
@wrx7m here is the comparison matrix.
https://icehrm.com/compare-opensource-icehrmpro-cloudAre you paying the $249 or using the Open Source edition?Nevermind.
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@dustinb3403 said in Concur for Expense Reporting - Experiences and/or Suggested Alternatives?:
@jaredbusch said in Concur for Expense Reporting - Experiences and/or Suggested Alternatives?:
@dustinb3403 said in Concur for Expense Reporting - Experiences and/or Suggested Alternatives?:
It sounds as if you need an entire system to manage the employees. @JaredBusch was looking for HR management solutions, which Expense reporting is certainly a part of that.
I think @JaredBusch is testing ICEHrm
Settled on IceHRM pro (self hosted) actually. Supposed to be purchasing and installing this week.
@wrx7m here is the comparison matrix.
https://icehrm.com/compare-opensource-icehrmpro-cloudAre you paying the $249 or using the Open Source edition?
Pro is not opensource edition.
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@dustinb3403 said in Concur for Expense Reporting - Experiences and/or Suggested Alternatives?:
@jaredbusch said in Concur for Expense Reporting - Experiences and/or Suggested Alternatives?:
@dustinb3403 said in Concur for Expense Reporting - Experiences and/or Suggested Alternatives?:
It sounds as if you need an entire system to manage the employees. @JaredBusch was looking for HR management solutions, which Expense reporting is certainly a part of that.
I think @JaredBusch is testing ICEHrm
Settled on IceHRM pro (self hosted) actually. Supposed to be purchasing and installing this week.
@wrx7m here is the comparison matrix.
https://icehrm.com/compare-opensource-icehrmpro-cloudAre you paying the $249 or using the Open Source edition?Nevermind.
Too slow.
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@jaredbusch I saw you edit your post just after I replied.
Oh well.
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@JaredBusch do you get updates for life with the one time purchase?
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@dustinb3403 said in Concur for Expense Reporting - Experiences and/or Suggested Alternatives?:
@JaredBusch do you get updates for life with the one time purchase?
Honestly never looked. Because I don't care if I have to pay to update.
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@jaredbusch fair enough, I was just curious what you get beyond the listed features.
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We are also looking into ADP Workforce for HRIS/HRM (Time and Attendance, etc).
Looking at their options comparison matrix, they don't mention expense reporting/tracking.
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@wrx7m We use ADP
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@jmoore said in Concur for Expense Reporting - Experiences and/or Suggested Alternatives?:
@wrx7m We use ADP
How do you guys like it?
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@jmoore Also, are you using it for Expense or other HRIS/HRM features?
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@wrx7m It seems cool to use. No problems ever. My favorite part is bring the calendar up, click on a day, then click request time off! That easy. Otherwise it monitors all your time, vacation and sick days too.
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@wrx7m Yes HR does some of that stuff I believe
