PivotPrime | 360 View of Your CONCUR Data
Project Expense Billing | Grant Cost Tracking | Audit Reporting | Intercompany Expense Tracking | Project Cost Analysis | Spend Breakdown
TRANSFORM CONCUR DATA
INTO THE
REPORTS YOU NEED!
SUPPORT ALL YOUR
COMPANY INITIATIVES
Unlimited business process report options …
- Accounts Receivables —Project Bill Back for Reimbursements
- Auditing Reports — View & Report on Spend Across the Company
- Project Profitability — Analyze Costs to Bill Back
- Grants Documentation — Proof of Spend by Project
- Track Payment Methods — Credit Cards vs Out of Pocket
- Company Spend Tracking — Business Units, Cost Centers, Departments
- Complete Documentation — Receipt & Invoice Images Prove Spend
PROOF OF PURCHASE
Create reports with images of the documentation that provide proof of purchase …
- Receipts for employee purchases
- Vendor invoice backup documentation
BUILD CUSTOM REPORTS
Compile individual data elements into the reports you need …
- Entity/Company
- Location
- Department
- Merchant/Vendor
- Payment Method
- Employee Name
- Expense Type
- Projects
- Allocations
- Billable
- Report/Invoice Names/IDs
- Reclaimed Taxes
- Business Purpose
- Receipt Images & Invoice Images
CONTROL ACCESS
Designate who can create reports and what they can access …
- Who Can Create Reports
- What Data They Access
- What Types of Layouts They Use
- Create Custom Report Layouts for Specific Accounts, Departments, Use Cases, and more
UNLIMITED USERS
Large teams are no problem …
- No Max – Have as Many Users as Needed
- Supports Requirements Across Organizational Business Units
- Segregate Access by Project, Business Unit, Location, and more
INTERNAL & EXTERNAL USERS
Tight controls mean you can grant access to any user or group …
- Grant Access to Internal Teams
- Grant Access to External Groups such as Auditors & Contractors
- Segregate Access by Project, Business Unit, Location, and more
- Unlimited Number of Users Supports Report Requirements Across Organizational Business Units
Success Stories
Go Great with Coffee!
$1.35M Lost and Found
Profitability is up for this global consulting firm and it only took
minutes to stop the cash leakage.
Did we mention minutes? Did we mention $1.35M? …
3 Clicks vs 3 Hours for Project Expense Documentation?
Clients required detailed backup documentation for project-related expenses prior to paying their invoice which included all project fees – everything from airfare to billable hours. Tick, tick, tick.
Got 3 minutes? Game changer …
This Finance Manager waited 20 years for PivotPrime!
Invoicing clients for expenses incurred on behalf of their project is critical to business profitability. Companies need to get every dollar back and do so without going upside down on the process.
The wait is over! Promise …
ROI on day one? You gotta’ read it to believe it.
Grab a cup of Joe and read how a customer discovered enough missing expenses on ‘day one’ to pay for two years of PivotPrime and Concur Expense software.
It’s a quick read — promise! Here we go …
Saving 500 hours each month? Yes please!
Cardno automated their client billable expense statement generation. The result?
More time for coffee. A lot more time for coffee.
Check out the Cardno story! It’s right here …
Project Expenses Are A Big Deal
Recovering expenses incurred on behalf of client projects is critical to the profitability of your business.
Missed expenses and allocation errors affect your bottom line and block accurate profit modeling and forecasting.
Just How Big is Big?
Use our Bottom Line Improvement calculator and see for yourself.
