When HMRC decides to audit a company’s T&E process they will look for:

• A clear and enforced policy
• Appropriate approval processes
• Appropriate documentation
• Appropriate checks and controls
• Tax and VAT compliance
• A robust and secure payment process.

There are very specific rules around reclaiming VAT on mileage. You will need to keep an up to date, accurate record of any business-related journey you take, including:

• The date of the trip
• The start and end destinations with
• full addresses
• The mileage travelled
• A brief description of the reason for the journey. Concur Drive allows you to provide this detail automatically.

An invoice should include:

• A unique identification number
• Supplier's company name & address
• Your company name, address and contact information
• Clear goods/services description
• Dates of provision and invoicing
• Charged amount(s)
• VAT amount (if applicable)
• Total amount owed
• Additional info may be needed

Entering, submitting, and approving expenses in SAP Concur is a simple process.

1. Transaction data is captured automatically from receipt photos and from airlines, hotels, restaurants, and car companies.
2. Employees then submit and can track expense claims from anywhere using their mobile devices.
3. Managers review and approve expense reports from any device, which speeds up reimbursements.

We think there are seven keys to a best practice automated expense process:

1. A firm and fair expenses policy
2. Keep processes simple
3. Timely submission and approval
4. Check expenses, hold managers accountable
5. Allow remote submission & approval
6. Audits processes and receipts
7. On-time payment

Here are the five most popular reports in Concur Expense:

• Unassigned Credit Card Transaction Report: Spot transactions that violate policy reimbursement date limits
• VAT Reclaimed Amounts Report: Identifies how much VAT you can reclaim and gaps in employee VAT receipt submission
• Attendee Analysis Report: Displays all expense-related information, including attendee details, necessary for demonstrating compliance with legislation like the Bribery Act
• Approval Times Report: Information on the duration of each step involved in identifying and resolving issues caused by individuals causing delays
• Expense Exception Analysis: Reduces out-of-policy spend by automatically flagging exceptions to travelers and approvers

• Request Accrual Report Speed: Displays unpaid invoice transactions or those not yet assigned to a payment request
• Top 10 Longest to Approve Report: Provides a rank of the payment requests that take the longest to get approved.
• Invoice Billed Transaction Reconciliation: Allows users to match Invoice transactions with the billing invoice from Concur Invoice.
• Purchase Orders and Asscoiated Payment Requests: Detailed view of all purchase orders and the associated payments requests
• Top Invoice Vendor Spend: Shows the suppliers that have the highest total invoice spend

SAP Concur seamlessly integrates with your existing ERP, HR, and accounting systems through partnerships. These include:

• Deltek
• Infor
• Intacct
• Intuit
• Microsoft Dynamics
• Microsoft Dynamics GP
• NetSuite
• Oracle
• QuickBooks
• SAP
• Sage
• Salesforce
• Workday
• Xero