Hi everyone and thank you for attending our first ever Fusion virtual summit. I'm Katherine Taylor Ann. I'll just be going over a few quick housekeeping items with you before we get started. This webcast is being streamed through your computer, so there is no dial in number for the best audio quality you please make sure that your computer speakers or headset are turned on with the volume up so that you can hear us. Everything you see on your screen is movable an resizeable, using the arrows in the corners. At the bottom of your screen, or multiple widgets to support today's event, and I'll be highlighting a few of those. Now. If you do have any questions for our presenters, you can submit those through the QA widget. Will try to answer these during the webcast, but if we run out of time, any remaining questions will be answered via email. And please know that we do capture all of your questions. 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The floor is yours. Thanks Catherine. Hello everyone, my name is Mitchell worthy and I am so excited to be walking you guys through tips and tricks 2020 financial that finance addition. I'm joined today by Marshall Klippenstein, who is our value consulting senior director on customer improvement and my boss margin. More customer improvement Analytics Group Leader. I want to start off by saying that this presentation day is by no means a comprehensive view into the tips and tricks document. There 187 tips that I would encourage you guys to look through. There is content for both SMB as well as enterprise folks. This document that were running through to date does have an enterprise focused with the value pillars that will be going through. However, there is an SMB document that will be coming soon and is aligned to, therefore priorities as well. If you're unclear on whether your SMB or enterprise reach out here, account manager, whether it's a client engagement executive or a client success manager, and they'll be able to help you. We're going to be walking through a couple of agenda items today. We're going to start out by hearing from Marsha more about the customer improvement value pillars, the definition, and how that relates to the tips and tricks document for 2020. Then we'll be diving into the content. We've. Chop it up into six different sections, which hopefully it'll make it a little bit more digestible. And then from there I'm hoping to leave you guys with some action items. Determining your pillar of focus and submitting those tips and tricks back to me. So my ask is you is start thinking about tips and tricks that you use that you haven't seen outlined in the tips and tricks documentation or this presentation. Send it back to me at firstname.lastname@example.org. And we may just pick those tips as tips for our 2021 document. As an added bonus, first admitting that tip or trick once you email that alias tip theconcur.com, you'll get an automatic reply that has a link to the full tips and tricks document for you to download. If you don't have a specific tip or trick in mind to email it at this time or by the end of this presentation, you can also just email me what you thought of this presentation, or say hello and you'll still get that automatic reply. All right, from here I'll kick it off to Marsha, who will walk us through the customer improvement value pillars. Thanks Mitch. So while we talk about these value pillars, I'd like to introduce that they were really developed because we wanted to put some structure around the business challenges that we see our clients experiencing as customers. You can now look at these pillars. An really start to categorise where your business challenges are an get some support from your account management team. So first controls and compliance. We really are focusing on internal guidelines. An external regulatory requirements or the way an organization defines and enforce this policy to determine its risk for fraud and noncompliance. Sound policies are only part of the equation. Efficient, inconsistent enforcement through best in class technology really closes the loopholes that leave you exposed. For example, reducing noncompliance spending would be a business challenge that you would find in this pillar. 2nd, we have spend governance spending channels are fragmented today more than ever, regardless of where the spending occurs. Having a holistic grasp is imperative for cost control and to maximize the value of the resulting data, effectively managing all spend flowing into your general Ledger requires a firm understanding and process for where, how and who can spend your organizations funds. For example, you'll find business challenges like increasing accounts payable efficiency and maximizing your corporate card rebate, or maybe even improving budget compliance. Or spend against your budget would be some of the business challenges we find in spend governance. For employee experience. Really, your employees are the greatest asset for every organization and typically they are the most expensive, expensive to replace, ensuring job efficiency and satisfaction through access to the right applications at the right time can really have limited limitless positive impacts on your employees experience. Keeping them happy, productive and focused on their value added responsibilities. In this, uh pillar, you'll find increasing employee satisfaction with enterprise applications that some of the business challenges that some face an improving back office productivity. And finally we have expansion an optimization, so this is really about preparing your organization and teams for future growth, which requires a solid foundation in the here and now through platform and vendor consolidation as well as inherence to industry best practices, you can really transform your program into a well oiled machine capable of responding to market pressures and opportunities as they arise. Examples here would be improving audit efficiency and optimizing some spending specific categories like. Airfare. All of these pillars have been designed to help you really determine where you need to focus your energies and efforts and improve your program for your users and your company. So with that I will hand it over to Mitch again to tell you how you can get some interactive. Responses from the tips and tricks document to help you guide you in your improvement going forward, Mitch. Thanks, Marsha. Yes I am super excited that the tips and tricks document is now interactive for 2020. I've attached a little screenshot here of the actual document. You can kind of get an idea of what it looks like. You'll see our four pillars over on the left. How it works is as you move through the document, there are little check boxes to the left of each tip number. If you come across a tip that you are particularly interested in. Or that you want to follow up with, check that checkbox and it will save it for later in order to use this interactive functionality, you will need to download the document onto your local drive and then just save it as a version so that you can save what your preferences are. As an added bonus, once you have gone through the entire document and add it and check those checkboxes, you'll see that there's this sum of favourites page at the end. What that has done is for each tip that you have checked, it is doing a running total of what pillar that tip applies to. So keep in mind that when you're doing, when you if you check one tip, it may apply to multiple pillars, so it may be a tip that applies to both. Employee experience as well as spend governance, but it'll it'll add that total so that you can have a better idea of what pillars you're kind of falling into. Also, do keep in mind that although you may have a larger number for one pillar rather than the other, all pillars are going to be applicable in one way or another. I'd encourage you to reach out to your client engagement executive to learn a little bit more about these pillars and perhaps even use your own data to have a detailed insight into how you could optimize further within each of these areas. All right, without further ado, let's dive into some of the content. You'll have to excuse some of my puns. I think our imagery is great, so I selected a diving in image for us to get started with. Tip #2 communicate the vision. You're doing a ton with your solution, and you want to make sure your end users are on the same page. Communication here is key. 2 focus is to drive towards in your communication efforts are inspiration and enforcement engaging executives into your plan is a great way to boost people's enthusiasm. Enthusiasm about it as well as perhaps strikes fear into some hearts and drive compliance where necessary. Feel free to access our communication templates on best practices at the starting point. Tip #13 joining ASAP. Concur community. Formerly known as the ASAP business exchange, the ASAP concur community is a peer to peer network designed around you and your needs. By posting a question or content onto the site you can have other concurrent users weigh in on what they're doing and how it may benefit you. If you're looking for a deeper level of conversation that is only for concurrent administrators, the User Admin Group is your spot. This area is specifically gated so that conversations are no longer search engine optimized and you can have a level of privacy to the content that you're posting. Perhaps you need to ask a question about something that you don't want your users to get to your end users to see and get too excited about. This ensures that your content will only be visible to the other admins within that group. In order to get involved there, you'll go onto the tape, concur community, register for the site, navigate to the user Admin Group Page and click apply. You'll be verified as a concur admin and from there you'll have access. Just because it's gated, though I do want you to keep in mind that as always, we want to be cognizant about what we're putting on the World Wide Web, so this is not a spot for sensitive information regarding your company or anything like that. We want to keep it a little bit more tailored to just best practices or things that you made need advice from. Concur employees are also in this. This group as a resource. So let's say you have a question about mobile. For example, our community community moderators will connect in a mobile expert here at concur. Who will be able to weigh in on what you're experiencing and hopefully help you work through that. Tip #23 assign authorized support Contacts. Authorized support Contacts are your connection in to support world here at concur. They're the ones that are going to be your point of contact for launching support cases or reaching out to concur via phone or chat. We have a minimum recommendation of two AFC's those are required. But up to five are allowed. I think it's really important that you review who the ASR from time to time to make sure that there is that. There are still OK with being that point of contact and that they are still enthusiastic about their responsibilities. To learn more about fully harnessing the power of support, check out tip #24 within the full tips and tricks document. Tip #17 back office administrator training for concur expense. If you have 90 minutes to spare, these trainings are an excellent way to get to know concur expense. Better you can view that you can view these trainings on concurtraining.com or contact training at concur.com if you want to. If you think a private training is more appropriate for your business. Tip #15 know what training is available. There is an immense amount of training available here at concur. Your first stop should be concurtraining.com from adoption kids to informational articles and videos. This is a warehouse of knowledge at your disposal. We're constantly thinking up new ways to keep you empowered. An informed here at concur. One way that we're doing that is with the training tool kits for both standard and professional edition. It's a good idea to bookmark these to keep them handy for any new update that we may throw your way. If you feel like a custom training is what you need, email training at concur.com and they'll get you set up. Additionally, we offer customer learning series which are webinars of certain trainings. Checkout tip #16 to learn a little bit more there. All right now I'll be handing it over to Marshall to talk us through user satisfaction. Obviously we all hope that our users are going to be as happy as this guy, so Marshall will talk us through how that make how maybe we can make that happen. Great, thank you much. So let's in terms of the pillars. I just want to call out user satisfaction. I think it was said earlier user satisfaction has an impact on a variety of the objectives of your program, right? So as we get into these, these tips in particular, think about the connection to all of the different parts of your program. So tip number one that actually ties back to tip #2 that Mitch mentioned earlier is developing a holistic change management plan and. For the sake of your user community, understanding helping them understand the intention of the change and what it means to your organization is critical to the success of your program. The change management plan itself and clear communication about what that looks like and how it would impact the end user community is something that everybody is looking For more information about and your employees for them to be successful in using this application and following the process following the guideline. Staying compliant and being efficient them understanding the outcome of why the change is happening is critical. We do have a link here around change management. Activity guide is designed to help you work through potential additions to your change management strategy. OK, so now we launch into tip #180. So we went from tip 1 to 180 gives you a sense of how extensive this tips and tricks document really is. We talk about the use of report bursting, an report bursting is away. It's a mechanism to deliver data to the hands of the end user community. So I think we probably all had at one point. Oh request for information or request for spend data. A request for, you know, whatever the. The business challenges in front of you looking to get that data in the hands of the end user community. Well, the report bursting functionality through the Cognos data tool is a way to number one. Create efficiencies with data share as well as get the right information in the hands of of your employee of your employee base were really working hard to manage this. Spend appropriately. Every recipient it can be designated for the appropriate data level. They're supposed to see. The reports themselves can be built by you, or they can also be built or the the bursting functionality can be set up through a consulte tive intelligence resource. We really work. Consider ask you to consider looking at your reporting strategy as a way to help push this information out to your employee user community as efficiently as possible. OK, so tip #22 also in the user satisfaction area is collecting your users feedback in. I think we oftentimes get were really concerned with the efficiencies in the effectiveness of the program and we might not understand the challenges that our end users are facing an through the satisfaction rating option available in concur. You can easily get a sense for how affective or the. See the opinion of your user community as it relates to how the configuration is structured today or the The real life application associated to what they're trying to do. You can turn this function on if you haven't already, and then from a data collection perspective we do have standard reports that provide the metrics associated to the satisfaction data set being collected. OK, so tip #26 checking concur open and I think we probably have all wondered what's going on with concur. If end users are picking up the phone and calling administration asking for you know what's going on with concurrent, can't get in or there are challenges with logging in or whatever the case might be, concur open. Is our way of clearly and transparently communicating with you as our customer about the status of the of the application and what's going on. We provide options to it provides the clarity of what the responses to the given challenge it reports on everything that is currently impacting the system. And everyone across your organization has access to that. So if you are in a call center type environment and you have to man that that phone line, making sure that your end users also know that they can take a look at what's going on is also an efficiency gain for you on the back office side of the house. So we definitely encourage all of our customers to be aware that concur open is our way of continuously communicating with the customer base of what the status of the platform is. And tip #109 SAP native integration. So in terms of the, This is also part of the getting started category that Mitch had kind of run through a little bit as well, but it also ties back to user experience and so the way in which that data transmission. Of course the bookings of GL level an integration into the ERP is critical to efficiency and user experience, especially on the back office side. So we do offer native integration to SAPRP 6.0 and SA PS4 hana of systems and this is a way if you haven't. If you are an SAPERP customer and you are still using flat file integration or you're still manually keying or uploading into your ERP, we encourage you to take a look at options available to you too. Of course, create efficiency there as well as. Less than any sort of back office load in terms of managing GL kick out, or any sort of what we would consider coding allocation options that back and forth at reciprocity and then integration is a huge user experience boost as well as back office efficiency gain. And then tip #31 that does have an efficiency title to it as well. But in the context of user experience, ideas for mobile adoption, I think most of us are very familiar with the fact that concur has a very robust mobile application tide to it and the use of Mobile in the workforce is just a critical to how they are. Your employee base is able to do their job. And we absolutely want to partner with you or support your your efforts to promote the use of mobile adoption or the use of the mobile application for further adoption around it. To create more efficiency inside your traveling in your expense communities, you can start by getting support from the executive sponsors where maybe mobile if Mobile is not top of mind or your employee base is asking for more access. And maybe there's some challenges there. You can start by getting the support from your executive level to move in the direction of more mobile capability. And then of course, through promotion of the application inside your organization, people will be more familiar with what that what the mobile tool is designed to help them with, and then as it relates to continuous communication or targeted communication to specific user groups around how mobile would help them, we also recommend that you take a look at tip #33 to support more proactive communication ideas. And with that I'm going to turn it back over to Mitch to talk about the tips and tricks related to efficiency gain. Thanks Marcel. Alright our goal with these set of tips is that hopefully you're more efficient than this guy using a turned off iPad. But that's just data privacy right there. He's got it, slapped out its protection. Love it. Tip #47 expense assistance expense assistant is designed to make you and your life and your users life easier taking expenses an filling, filing them into a report according to trip start and end date. It takes some of the onus off you an your end users to dig and sore your expenses. Alternatively, calendar based expensive sistant does the same thing but by whole month. This is available in both professional and Standard Edition. And we have said available in both standard and professional editions a bit. If you need more information on that, reach out again to your account manager and they can help you figure out which is applicable to you. Tip #171 enable cancellation request feature. If it ticket has not yet been issued and was not an instant purchas, this feature will cancel the ticket for you automatically. If the ticket was booked offline, the cancellation request will be sent directly to the TMC. This is designed to save you time, an effort, an should you realize there's been a booking error or plans have been changed. This will make that process much more simple. Tip #89 invoice routing. Rather than trying to track your rather than trying to track down exactly where in invoice should go, invoice routing uses a hierarchy that you establish appan set up to send it to the right place based off of value, and assigning pretty straightforward there. This is a great example of a customer tips, so this is something that a customer submitted to us as something that they found a ton of value in, and we've incorporated into 2020 edition. Tip #103 split expense report approval. If there's a single line item that is clearly warranting rejection, split expense report approval can remove that item from the payment queue while still paying the rest of the items on that report. This will help drive compliance as the report submitted will still need to address the expense within the newly created addendum report and it will call out to them that the one that the item, the line item that was rejected was erroneous. Tip #101 processor homepage this ones Super Duper straightforward. Within the system settings you can have processors go directly to the processor page appan login, thereby saving efficiency and time for them. I love this tip because it was another customer submitted one. This is something that you know I personally wouldn't have have thought about as making our processors life easier, but it was submitted by a customer and I think it's a great one to include four 2020. All right now will be. I'll be handing it back over to Marshall. I really don't have anything funny to say about this photo because compliance is such a serious subject, right? Yes it is. OK, so for the first tip as it relates to the compliance and yes, much it is a serious subject. We want to talk to you about multi jurisdiction tax exposure in this comes in the form of a whole bunch of different tax regulations but essentially your state and local governments are looking at the type of spend that's in these programs as potential revenue generators so its employees are traveling cross border there in current. They're incurring expenses in other states, other countries, you name it. There's potential tax implications associated to that. And the recommendation here is that number one you partner with your tax group to better understand their needs to protect organization. Especially then how that carries into the concur configuration and and what that means to your end user community. It's also important to think about if there are gaps in how you manage to this exposure. There are partners that we work with in the ecosystem that are very much focused on this type of exposure. They're nice function is to ensure tax and regulatory compliance related to this employee spend area. And of course, the last tip to bring here is that your other stakeholders in the business care about this as well. I will call out human resources. This doesn't just apply to the program, it's not just a financial risk and compliance issue. It is also tide to your employee employee community that has that would be impacted by any sort of tax exposure as well. OK tip #37 improving tne policy engagement so you have a policy because it's designed to enforce compliance. You have set the policy as it relates to what your business will allow and what is the responsible thing to do. Related to this, spend an managing that is critical so. Improving that policy engagement is making sure that employees understand what the policy is. So there are other stakeholders involved in this as well. If you work with, you probably do work with human resources on what this policy should look like. You work with your tax group. Like I said, you probably work with internal audit and other stakeholders in your business that all are invested in the success of this policy. And then of course the tip itself is to ensure that concur as as the platform that it is supporting this policy. Is set up to then of course, give the guardrails your employee user community needs to be successful here. Any sort of changes to your policy needs to be communicated an we do mention here that ensuring that your TMC is appraised of any changes to the policy is also important, so that you know in terms of them helping manage on the travel side, they they understand what you're what, you're guidelines are as well. Uh, so tip #104 Send back reason codes. So I think if we were to look at the workflow or if you look at how expense processing happens and managers are sending back reports because in audit rule is violated, what's really valuable is the the intention or the reason that audit audit rule was violated and so when or when somebody is sent back a report that there is a normalized set of reasons for why that report was sent back. What that does is it helps the business or you. Better understand where there might be some challenges from a compliance perspective as it relates to the activity. And so you can actually implement these send back codes in the configuration so that that can be reported on as through the lifecycle of your program, to then make appropriate adjustments or to facilitate more training or whatever the downstream impact. That is for you for your business. It's important that you understand. Kind of the why behind this type of activity. This is also available in the standard edition, so I should I should call that out and then as we reference here, tip number 93 For more information. OK, so tip 127. Also in the compliance bucket, excessive personal car mileage. This is probably more like. Make sure you understand what excessive car mileage might be for your business. We do have a standard or standard report that supports the visibility into this type of activity. It gives you insight into who spent the most or who has submitted for the most mileage across your business. Now, in some cases, that type of activity is warranted, given their role or responsibility, and with that there might be other more user experience categories to look at related to that type of high mileage. But understanding that activity developing thresholds, you know that you continuously monitor are important. And there is a potential for cost savings in this area. I think it's a discussion we have often mileage and any sort of out of pocket like that can have a compliance challenge associated to it as well. And we would want to make sure that we're set up or you are set up to to manage that type of volume. OK, tip #39 targeting employees based on exception. So similarly similarly to that the send back reason codes exceptions also have reasons behind them. And understanding what the exceptions are all about is important. Just the same. What this does is when, when there is an audit rule or there is some sort of violation or exception that is processed, it is important that you understand or that the employee is. Aware of that exception an then you understand to the extent of how many times that exception is triggering. You can use that information collectively to target. You know, the employees that are maybe hitting the top of that list. There might be training opportunity associated right and there are opportunities for creating reports to be shared with the management levels to give them insight into the types of exceptions, the frequency of them and you know. Obviously the population that is triggering so that they can manage appropriately. So just understanding, Anan, looking at the employees that are hitting that exception trigger quite often is important. Of course from a compliance perspective as well. Tip #63 personal expenses. I feel like this is a conversation that I have often with clients about how to manage the personal activity on the card. Some customers don't see it as. Very problematic. Some do, especially given the different card types that you might have, whether it's an individual bill, Corporate Payware, maybe it's not as a It's not too much of a focus versus accompany Bill Co pay card where it would be right because you're paying on a company Bill Co pay situation, you're paying that to your card provider on the monthly basis, regardless of the reconciliation satis. So personal expense activity can be challenging. And so there are a variety of ways that we do make recommendations to our clients to handle this. And then of course, the recovery of that can also be an issue. So in terms of recovery, let's just focus on that. When I use our markets, the transaction personal. That can trigger an audit rule associated to that activity of flagging of the in a reminder to them that they need to submit. They either need to reimburse the card or reimburse you as an organization. You can consider an email type activity back to the bursting tip that I mentioned earlier. You can actually have a burst report created that would then send to the appropriate employee and their manager of what personal activity was in Curd. Over a period of time to ensure that there are managing to that activity appropriately. It's just a great way to continue the communication around the volume. That might be that needs to be reimbursed weather to the car, door to the company. And then there's also a feature in the professional edition of concur that is a redirect fund where you can then continuously redirect any sort of personal to that of cash activity on the next expense report. There is a way to manage that from an accounting perspective to limit the type of recovery activity that I mentioned earlier, so there are some configuration options available to you there as well, but I would say that from a policy perspective, making it very clear that your employees cannot use their card for personal reasons if that's your guidance. Is also a really important piece or element of that policy. The tip I recommended earlier. OK tip number 97. Reducing liability on late transaction. I know that there are a lot of you have to deal with the aging of activity and concur on a continuous basis and making sure that your employees understand the impact of their tardiness on their expense. Reconciliations as part of is part of the mix here. There is a financial impact. There is a financial reporting impact to aged activity. And there are of course probably polisy elements that you that you've drafted that explain you know the timing allowed, right? Usually thirty 6090 days, you're definitely tardy at 60 to 90. Uhm. So what we do recommend is audit rules that support the the policy in that. So if an employee is submitting an expense transaction that is 60 days aged, you might be OK with that given your your financial policies. Or you might not be, in which case some some customers don't even allow for reimbursement of that 60 day or older charge, some some do I think it just depends on your preference or what your what your guidelines are, but there are audit rule management opportunities available to you there if you don't already have that set up. Um, the other thing to consider around aging activity is that it can have. A taxable income effect on the employee. There is IRS code around this, so we encourage you to really take that element of your polisy an ensure that the concur platform is supporting your financial and business objectives as it relates to timely reconciliation. So tip 110 expense report consistency after configuration changes. So what this one represents is when you make a change to concur. And. Your end user community already had reportes out there created, so I'm going to give an example of an audit rule or not. Another rule. I'm sorry an allocation code. If there have been knew cost centers added or gnu project codes added or whatever, that adjustment is in the configuration and there were pre existing pre-existing expenses, an expense reports created. They're not going to take on the new configuration elements, and So what we're recommending here is that you can actually set up an audit rule that prevent submission of those expense reports before the date. Or that were created before the date of the configuration change. So what that will support is number one. Obviously back office efficiency, so you're not dealing with any sort of GL kick outs or downstream impact of reports getting through that don't are not allocated appropriately or not associated to the right project, just to give some examples. Again, what it does is it helps you ensure that the that that configuration change is in effect for everything that is submitted from that date. Forward. This is also available through through the OR in the standard edition through a custom workflow option, and that is referenced as tip number 93. OK, tip #49 compliant and reducing fraud. Also limiting expenses by time frame. So this goes into actually. I guess met you brought up tip around the expense assistant so expensive system is very much designed to help ensure that expenses are getting submitted in a timely fashion or gathered on a report. This this step here is about the you know the continuous delay of maybe some out of pocket activity. If you are looking at Home Office equipment or Home Office expenses mileage, we know that employees kind of can sometimes delay getting that entered. Now of course there are solutions from concur that help speed that up and ensure that it doesn't impact the end user, but activity that should be submitted once a month phone. Home Office mileage. All of that. You can actually limit the expenses by time frame, so they waited 90 days to submit their Home Office expenses. You can actually set up audit rules to mitigate against that happening again if you want to allow it to go through, that's fine. If you don't, that's fine too. That's your own policy, but you're able to hard stop or soft stop that submission to manage to the timeliness of your submeters as well. Expense assistant helps with collection of all that in helping submit timely. Anyway, this is another extension of that efficiency gain, but also it helps prevent any sort of fraud or compliance challenges for late or tardy expenses. In the standard additional call out that expense limits. That that that they help basically make things more efficient. If you were to have that audit rule or you to have that explanation to the end user community, they end up being more aware of it going forward. OK tip #105 expense report submission hard stop versus soft stop. So I kind of brought that up in the last one around the tardiness of expenses you can decide the level of of. I would say Gating as as I think Mitch use that term earlier. You can decide how the system should handle this type of activity, whether it's a tardy expenses, whether it's you know configuration changes, that happened, if you want a hard stop or soft stop, something you can do that. And a hard stop is a certain level of exception in the configuration. So we can certainly help look at that. It prevents the submission process from even happening, and it gives. You can actually have reason codes and guidance as to why the employee is unable to submit the expense activity. Esaf stop can be seen as more user friendly or it as long as you are understanding when there is a soft stop that that is that happens, it's important. That you understand why it 'cause it's going to continue forward. You're just soft stopping. You're not hard stopping, so what's important is you understand who's kind of triggering that event as well. And that way you can either determine whether that's asop needs to still happen, or you need to move. You need to change some policy, or you need to move things into a hard stop status. It's just about understanding you can do both. OK. Tip #181, also it part of the compliance pillar here using report bursting for alerts and notifications. So one of the tips I said earlier today was just was the use of the bursting functionality to share information. It's data. Share it's putting that data in the hands of the end user community in their normal daily routine email This is a compliance. It's not just the user satisfaction gain, it's a compliance gain as well. You can report out on all things that are happening to the appropriate recipients. It can be used as a almost as a communication tool, so it's not just that you can bursary port and you send out the Excel attachment or you send out, you know the the actual data itself. There's a way that you can use Cognos to actually create communication. You can actually include tax Tynan communicate to the end user community about what this data is all about, and then from a compliance standpoint you would from an from a reporting strategy perspective you could actually. Use the tool itself to drive awareness of when certain things are triggered, or when there's a compliance issue, or you can share with manager level what's going on with their employee base monitoring expenses, monitoring expense types and volumes, and so forth. So there is a huge win to the concept of report bursting that alleviates the back office from having to hand deliver this information, and you can use the system. To ensure the compliance communication is happening. And then tip number 79 related to purchase requests or orders. So purchase requests this is about authorizing suppliers to provide the services or to continue forward with that that purchase our invoice in our invoice pay and Peele matching functions provide this this functionality to you as it relates to AP process. This is about ensuring that everybody is aware. Of what that spend is going to be Y and when, of course the actual invoice comes through the system. You would then have the complete matching for what we would consider like a smart. In the expense world, we consider that a smart expense in an invoice or AP function world we taught, you know it's a matched invoice and everybody is aware in its within the guidelines. It's been pre approved in it. It all pushes through for payment appropriately with the right supplier. That is very much a compliance win because you know, of course we know that the supplier community and who you do business with is important. That's also a compliance factor to consider. OK, so now I'm going to turn it back over to Mitch again to talk through tips and tricks related to visibility. Thanks Michelle, hopefully hear you guys will be based in reality and not virtual reality like this guy. So let's get real one. With tip #177 optimize your reporting. There are so many amazing reports out there. Discover some of the main ones by diving into the ASAP concur optimization. Best reports to track metrics document. This document covers both Analytics, an intelligence reports and is a great way to start getting insights into areas you may be less familiar with. The point of this document is we want to make you more confident in accessing reports. There is so much information to be had from these. Do we want to make sure that we empower you guys to start rolling on that? Tip #51 Itemized hotel charges. Itemization is a crucial way to ensure that your end users are being compliant in their spending by incorporating a nightly breakdown of expenses. You wanna make sure that meals aren't aren't included within that nightly breakdown, as that's probably not going to be a consistent fee like taxes or result or resort fees. If you discover copious amounts of the dreaded quote, unquote other expense category, it's probably worth looking into. Once you have visibility into how much spending is going on and what on what items you can incorporate that into your negotiation with the hotel for those nightly negotiated rates. Uncover invisible spend tip #162. 2 main reports are going to give you the most bang for your Buck when it comes to making that invisible spend visible. First, the invisible spend trend analysis dashboard. This report breaks down spend by concur, travel, TMC, or concur tripling itineraries. An travel type allowing you to see exactly how your travel spend is occurring. And 2nd the invisible spend details report. This report allows travel managers to identify the employees and travel related expenses that contribute to your overall invisible span. You can customize these reports to your own policy by accessing the details report. Tip #178 access your insights dashboard. Consider this dashboard, the matchmaker for app center partners that you've been waiting for. This report calculates and delivers the potential ROI that you could realize based off that partner solution. However, sometimes a partner connection is about a more abstract ROI, such as creating a better overall end user experience or solving some operational challenges. In order to access this report, you will need to reach out to your CE or CSM to share it with you directly. Tip #115 report approved receipts not viewed. This is a great way to manage the manage are so to speak. Located within intelligence, this report allows you to gain insight into which reports are being submitted without the manager checking to make sure the receipt is legitimate or not. After you know who is perhaps not doing their due diligence, you can follow up with them with helpful comms and some educational materials to help them get back on track on being compliant. This with that same group, you may want to do 8200% auditing for them. Tip #182 executive overview. Premium dashboard. Focusing in and operations spend management, Commodity Management administration and departmental review. This dashboard allows expense managers to monitor the overall program while still having the functionality to get into the specific metrics when necessary. Kind of like. I mean, it is what it says. It's an overview to make sure that you're getting the key insights that you need. Tip #52 tracking ancillary fees. Ancillary fees can be slippery when you lose visibility of them. Incorporate them into expense type since at minimum and maximum thresholds based off suppliers so they're always in view. Ensure that your end users are aware of this requirement and know how to assign them appropriately. And now for our last section, we're going to dive into cost savings. Hopefully we're all is happy as this guy saving a euro into the Piggy Bank Marshall. I'll pass it over to you. Thanks Mitch. Yeah, let's will dive into the last section. We only have a couple more tips to go, but what I would also say before I get into it is that some of the tips you just gave have a cost savings flavor to them too. So hopefully we're all looking at these from a couple of different lenses. There is definitely an opportunity to take advantage of these tips for numerous reasons. OK, so let's launch into tip #129 as it relates to cost savings and this is making parking easier. An less spendy parking is a huge expense line item for all of us. It is pretty dominant. I mean of course with the the change or the shared economy with Uber and Whatnot. We do see parking kind of decreasing, but it's still a huge expense we. Processed or business travelers spend approximately 3 billion a year on parking fees and there are partners that we recommend that would help you with managing to any sort of parking contracts or your ability to get that at a lower, lower price or to help curb the spend in this category. Partners like Spothero Park with Park and fly, you name it we have. There is an extension of our platform that helps curb this this spend category. And of course, the other alternative is looking at what what is the? What is the Uber activity or the lift you know trying to avoid parking expenses altogether. There are options available to you, but there is a cost savings element at making parking less expensive. Which rolls right into tip #126, which is taking into consideration your ground transportation expenses, right? So ground transportation is a huge portion of your Tihany spends, and it doesn't necessarily get a ton of attention from, you know, when you look at the program overall, because it's not that substantial dollar about like airfare or hotel, but it is certainly an area that might. Give you an opportunity to save money in as as I just described as it relates to parking. The same would apply to ground transportation. And understanding that spend volume is important and looking at partners or looking at opportunities to save in this category using the app center UM ecosystem. To facilitate that, we have a ton of customers that are looking at you know or have already signed up for the Uber for business or they're looking at lift negotiations. They're looking at opportunities to improve and grain transportation or their even directing where rail makes sense. There is a way to to save money in this category tends to get a little overlooked, you know, 'cause? It's not the millions and millions and millions of airfare or hotel like I said. And then the last tip is tip #165. Now of course not the last step 'cause there's hundreds of tips here, but the one the last one will talk about today is hard. Is hotel or car, vendor rate enforcement, and so some people don't realize that when your procurement groups focus that they work really hard to get those negotiations established and and those rates are locked and loaded with those suppliers, right? Then you have commitments to that spend and. There's a whole strategy around this. And sometimes you know it is. It is not. Those rates and those those negotiated discounts are not loaded into concur. So the tip here is to make sure. I mean, you can review the reporting here that's listed is for you to see what the deltas are between negotiated rates in booking rates or expense rate. But what I also want to call out is that you know making sure that all of those rates, those discounts and codes are loaded into your configuration make this tip possible. So kind of. The cart before the horse making sure that those are loaded in the system and the tool then allows for the reporting as we as we make mention here. So there are two reports that our customers use that helps understand or help better understand where the negotiations are not being upheld or those rates aren't being or not being utilized. Pass reservations in excess of negotiated rate that the report we can report we can pull on. Especially that's why it's so important. Of course that they're booking inside the concur travel tool, so you have insight into that. And then the secondary one is upcoming hotel reservations that are in excess of the rates of the negotiated rate, and so you can be proactive in ensuring that those rates are achieved or that that's what is charged. I can't tell you if I was to go to, you, know, the Marriott and check in. I don't know if I would do a comparison of what my rate is on the concur system versus what they're charging me when I check in. I don't know if I would actually do that, so this is your surefire way of making sure that the. That those rates are being adhered to. So those are just three tips. To help with from a cost savings perspective, but like I said earlier alot of this content already today has a cost savings flavor to it and they're all. All of these tips are interrelated as as it if you look at the value pillars that Marsha explained earlier today. So with that I will turn it back over to Mitch for closing remarks. Thanks Michelle. Alright I want to close by reiterating my two asks of you at the beginning. First, feel free to email the tips at concur.com inbox. It goes directly to me. You'll get that automatic reply that has a link to download this full tips and tricks document. So even if you just wanna say what you thought of the presentation, I will. That will come directly to be in the inbox and you'll get that full at full document of tips and tricks. 2nd, as you move through the document, mark those tips, save them and then have that conversation with your client engagement executive or client success manager about the value pillars, and perhaps if you want to learn a little bit more there. If you just want to. Get the information from the tips. That's good too. And with that I want to thank you all for joining today. I also want to thank Marshall and Marsha for helping me delivery this presentation. Thank you so much. Absolutely, and make you again for my sister. All of our presenters, that is all the time that we have for today. If we didn't get to your question with in the chat widget, we will be sure to follow up with you via email and as a final reminder, please make sure to complete that survey before you.