Take Concur Invoice To The Next Level With Data-rich

Take Concur Invoiceto the next level withdata-rich reporting 2021 SAP SE or an SAP affiliate company. All rights reserved.Leverage our detailed reports to get aneven deeper look at your AP data andprocesses, create greater efficiencies,and control costs more effectively.

You can only manage what youcan measureAutomating AP management with Concur Invoice was a giant stepforward for your business. To extend its value, we offer detailedreports that allow administrators of Concur Invoice to capturevaluable data and better manage accounting, administration,purchase orders, and persona dashboards. 2021 SAP SE or an SAP affiliate company. All rights reserved.With a clearer view into AP processes, your business can: Keep better track of overall costsMitigate overspendingIdentify outstanding liabilitiesSimplify internal auditsAccountingAdministrationPurchase OrdersPersona Dashboards2 / 15

We have the right reports for youNot every piece of financial data is useful to every business. To make sure you get exactly what you need,we’ll work with you to determine which reporting package is right for your business. 2021 SAP SE or an SAP affiliate company. All rights reserved.AnalysisThis is our standard reporting optionand comes free with Concur Invoice.As a Concur Invoice administrator, youcan access and take advantage of 100prebuilt reports. If you have otherneeds, Analysis allows you to createcustom reports.AccountingIntelligenceThis paid service comes with 180prebuilt reports to give your business aneven more robust picture of spending.With Intelligence, you can monitortrends, create custom reports, enforcepolicies, and get insights that will helpyou make better business decisions.AdministrationPurchase OrdersConsultative IntelligenceThis top-of-the-line reporting servicewas created to provide our customerswith the expertise and consultation theyneed to analyze spend data thoroughly,create custom reports, and put financialdata to work for you.Persona Dashboards3 / 15

AccountingGain visibility into outstanding liabilities, prepare forfuture cash requirements, and gather insights afteran invoice is created and before it’s approved.Request AccrualCapture Service SummaryAccountingAdministrationPurchase OrdersPersona Dashboards4 / 15

Request AccrualConsultativeIntelligenceAnalysisWhat this report offersInvoice transactions that have either not been assigned to a payment request or havebeen assigned, but not yet paid.What you can do with it 2021 SAP SE or an SAP affiliate company. All rights reserved.Get visibility into outstanding liabilities, prepare for future cash requirements, andreduce late fees.Why choose ConsultativeIntelligence?Capturing financial data is a greatstart to running a better business.But few organizations havestaff who can sort through,analyze, and make the most ofthis information.Adding Consultative Intelligenceassigns a designated expert whowill work with you on your uniquereporting needs.Where to find itFolder: InvoiceAccountingAdministrationPurchase OrdersPersona Dashboards5 / 15

Capture Service SummaryIntelligenceWhat this report offersA summary of changes that occurred to aninvoice after it was created, but before itwas approved. 2021 SAP SE or an SAP affiliate company. All rights reserved.What you can do with itGet valuable insights that will help youevaluate your organization’s current APprocesses and make changes necessary tostreamline operations and cash flow.Where to find itFolder: InvoiceAccountingAdministrationPurchase OrdersPersona Dashboards6 / 15

AdministrationQuickly identify money owed, ensure yourexecutive team has key metrics, and more.Request AgingInvoice Briefing SummaryAccountingAdministrationPurchase OrdersPersona Dashboards7 / 15

Request AgingAnalysisWhat this report offersA summary of how much is money owedand to whom.What you can do with it 2021 SAP SE or an SAP affiliate company. All rights reserved.Quickly identify open liabilities, pay vendorson time to maintain good relationships, andprevent cash flow surprises.Where to find itFolder: InvoiceAccountingAdministrationPurchase OrdersPersona Dashboards8 / 15

Invoice Briefing SummaryConsultativeIntelligenceIntelligenceWhat this report offersHow does ConsultativeIntelligence work?What you can do with itYour consultant will first take timeto learn about your specific goals,challenges, and business needs.Graphic representations of several key metrics in a dashboard-like display. 2021 SAP SE or an SAP affiliate company. All rights reserved.Quickly create a single, high-level report that will allow your executive team toevaluate and make decisions based on multiple key values.Once a reporting strategy isestablished for you, we’ll developcustom reports and dashboards,automatically run and distributereports on your behalf, and finetune existing reports to makethem even more effective.Where to find itFolder: InvoiceAccountingAdministrationPurchase OrdersPersona Dashboards9 / 15

Purchase OrdersGet more visibility into spending to betterpredict cash flow and control budgets.Purchase Orders and Associated Payment RequestsAccountingAdministrationPurchase OrdersPersona Dashboards10 / 15

Purchase Orders and AssociatedPayment RequestsAnalysisWhat this report offersA detailed view of all purchase orders and the associated payment requests.What you can do with it 2021 SAP SE or an SAP affiliate company. All rights reserved.See only payment requests that have an associated PO, quickly determine PO status,predict cash flow, and control budgets.ConsultativeIntelligenceIs Consultative Intelligencemore than creating reports?In addition to creating customreports, your consultant will alsohelp you interpret report results,as well as suggest other waysthat data can be leveraged acrossyour organization.With this comprehensive view andunderstanding of your business,you’ll be better equipped to makemore informed decisions, simplifyspend management, and set yourbusiness up for success.Where to find itFolder: InvoiceAccountingAdministrationPurchase OrdersPersona Dashboards11 / 15

Persona DashboardsUse this report to get key insights on payment andpurchase requests and see their impact on cash flow.Invoice Management OverviewAccountingAdministrationPurchase OrdersPersona Dashboards12 / 15

Invoice Management OverviewConsultativeIntelligenceIntelligenceWhat this report offersKey metrics for your payment andpurchase requests, as well as at-aglance views of their lifecycles.What you can do with itTrack metric trends, see their impact on cashflow, and evaluate the need for changes thatwill optimize the procurement process.What has ConsultativeIntelligence helpedbusinesses do? Examine processing times andhighlight any inefficiencies 2021 SAP SE or an SAP affiliate company. All rights reserved. Track invoice lifecycles frompurchase request to processing Better manage cash flow overallWhere to find itFolder: Persona DashboardsAccountingAdministrationPurchase OrdersPersona Dashboards13 / 15

Learn MoreFor more information on Concur Invoicereporting, please contact your ClientSuccess Manager or Client Sales Executive. 2021 SAP SE or an SAP affiliate company. All rights reserved.Additional training materials can be found urchase OrdersPersona Dashboards14 / 15

Follow SAP ConcurEB INVOICE REPORTING enUS (01/21) 2021 SAP SE or an SAP affiliate company. All rights reserved.No part of this publication may be reproduced or transmitted in any form or for any purpose without theexpress permission of SAP SE or an SAP affiliate company.The information contained herein may be changed without prior notice. Some software products marketed bySAP SE and its distributors contain proprietary software components of other software vendors. National productspecifications may vary.These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, withoutrepresentation or warranty of any kind, and SAP or its affiliated companies shall not be liable for errors oromissions with respect to the materials. The only warranties for SAP or SAP affiliate company products andservices are those that are set forth in the express warranty statements accompanying such products andservices, if any. Nothing herein should be construed as constituting an additional warranty.In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined inthis document or any related presentation, or to develop or release any functionality mentioned therein. Thisdocument, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible futuredevelopments, products, and/or platforms, directions, and functionality are all subject to change and may bechanged by SAP SE or its affiliated companies at any time for any reason without notice. The information in thisdocument is not a commitment, promise, or legal obligation to deliver any material, code, or functionality.All forward-looking statements are subject to various risks and uncertainties that could cause actual results todiffer materially from expectations. Readers are cautioned not to place undue reliance on these forward-lookingstatements, and they should not be relied upon in making purchasing decisions.SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks orregistered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other productand service names mentioned are the trademarks of their respective companies.See www.sap.com/copyright for additional trademark information and notices.

Automating AP management with Concur Invoice was a giant step forward for your business. To extend its value, we offer detailed reports that allow administrators of Concur Invoice to capture valuable data and better manage accounting, administration, purchase orders, and persona dashboards.