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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Fantastic Service
Just signed up with Concur a couple weeks ago and love it! It is saving us an incredible amount of time in both expense report creation and processing. Their support is also second to none. I highly recommend this app for businesses that regularly process expense reports.
One Note: make sure that there are no special characters in your vendor names or they will not sync correctly.
March 29, 2012
My client loves it!
I am a QB ProAdvisor and recently implemented Concur Breeze to simplify expense reporting for people selling tequila around the US. They love snapping pix of receipts with their phones, and I love the easy import into QB for accounting. And their customer support is fantastic!
February 11, 2012
Support & FAQ
- Online chat at https://concurbreeze.custhelp.com/app/ask is available Mon-Fri 7AM-7PM Pacific, excluding holidays
- Dedicated phone support at toll-free (888) 811-2030 is available Mon-Fri 7AM-4PM Pacific Time, excluding holidays
- Emails get a response within one business day and can be sent directly to breezespecialists@concur.com
(888)-811-2030
https://concurbreeze.custhelp.com/app/ask?pid=applisting&cid=33b5842
Check out the most frequently asked questions below: Expand all
- Who is Concur for?
- 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.
- How do I convert my free trial to a monthly subscription?
- 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.
- Where do I get set-up assistance if I need it?
- 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.
- Can I try Concur on both my desktop and SmartPhone during the trial period?
- 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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