1. Auto-Generated Expense Reports:
The Future of Expense Management
Live Webinar Event
Presented by: Certify
September 10th, 2013
www.certify.com | 1.888.925.0510

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Auto-Generated Expense Reports:
The Future of Expense Management
Robert Neveu, President
Certify, LLC
Speaker:

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The Future of Expense Management
Auto-Generated Expense Reports:
True Expense Report Automation
An in-depth discussion on the future of expense management, where we will be
diving into the current trends in the space along with showcasing our latest
feature ReportExecutive.
Auto-Generated Expense Reports:
The Future of Expense Management

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Current Trends in Expense Management
• The typical company will spend 10% (or more) of its
total annual budget on expenses related to business
travel in 2013
• Nearly 75% of organizations state that travel and
expense management is either a critical component
within their organization or a focus for 2013.
• Automated Travel & Entertainment (T&E) expense
management has proven to:
• Reduce expense processing costs by 50%-60%
• Improve compliance rates by over 35-40%
• Provide robust visibility into various areas of T&E
Expense management
*Statistics provided by the 2013 Annual Travel & Expense Management Benchmark report from the Aberdeen Group
Auto-Generated Expense Reports:
The Future of Expense Management

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How do organizations currently manage their
travel and expense reporting?
35%
35%
12%
11%
7% Excel/ Spreadsheets
Cloud/Web-Based
ERP
Pen & Paper
Home Grown
Auto-Generated Expense Reports:
The Future of Expense Management

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How do organizations currently manage their
travel and expense reporting?
35%
12%
Excel/ Spreadsheets
Cloud/Web-Based
ERP
Pen & Paper
Home Grown
Manual Expense
53%
Auto-Generated Expense Reports:
The Future of Expense Management

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POLL QUESTION
Auto-Generated Expense Reports:
The Future of Expense Management

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Auto-Generated Expense Reports:
The Future of Expense Management

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Making the Switch to the Cloud
81%of organizations plan to make
the switch to an cloud-based expense
system within the next 18 months
32%of organizations plan to make
the switch to an cloud-based expense
system within the next 6 months
Auto-Generated Expense Reports:
The Future of Expense Management

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Driving Force behind the switch to the Cloud
25%
34%
39%
49%
76%
Increase frequency of expense reports
being submitted
Improve compliance rates to T&E policies
Gain reporting and analytics around T&E
spend
Provide an expense system accessible from
anywhere
Simplifying overall expense reporting
processes
Auto-Generated Expense Reports:
The Future of Expense Management

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Driving Force behind the switch to the Cloud
25%
34%
39%
49%
76%
Increase frequency of expense reports
being submitted
Improve compliance rates to T&E policies
Gain reporting and analytics around T&E
spend
Provide an expense system accessible from
anywhere
Simplifying overall expense reporting
processes
Auto-Generated Expense Reports:
The Future of Expense Management

12. www.certify.com | @certify
25%
28%
29%
38%
42%
47%
Errors on the report (incorrect
codes, payment amounts, etc.)
Reviewing for policy violations
Reconciling the data
The time it takes to reconcile, review and
approve reports
Employees loosing paper receipts/
submitting without receipt
Employee's failure to submit reports on
time
Largest Pain Points Surrounding Expense Management
Auto-Generated Expense Reports:
The Future of Expense Management

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25%
28%
29%
38%
42%
47%
Errors on the report (incorrect
codes, payment amounts, etc.)
Reviewing for policy violations
Reconciling the data
The time it takes to reconcile, review and
approve reports
Employees loosing paper receipts/
submitting without receipt
Employee's failure to submit reports on
time
Largest Pain Points Surrounding Expense Management
Auto-Generated Expense Reports:
The Future of Expense Management

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When selecting a cloud-based expense management
system, what are the most important features to look for?
40%
42%
42%
50%
53%
Reporting and Insight into spend
Functionality to enforce corporate travel
policies
Integration with HR/Finance systems
Expense Management Automation
Mobile applications and accessibility for
business traveler
Auto-Generated Expense Reports:
The Future of Expense Management

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When selecting a cloud-based expense management
system, what are the most important features to look for?
40%
42%
42%
50%
53%
Reporting and Insight into spend
Functionality to enforce corporate travel
policies
Integration with HR/Finance systems
Expense Management Automation
Mobile applications and accessibility for
business traveler
Auto-Generated Expense Reports:
The Future of Expense Management

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What are fully automated expense reports?
Auto-Generated Expense Reports:
The Future of Expense Management

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Automation:
Auto-Generated Expense Reports:
The Future of Expense Management
automatically controlled operation of an process or system by mechanical
or electronic devices that take the place of human labor
http://www.merriam-webster.com/dictionary/automation

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What are fully automated expense reports?
Auto-Generated Expense Reports:
The Future of Expense Management
Expense reports that are created automatically
for the employee on a specified date
determined by the company or employee
 Automating the expense reporting process
from receipt to reimbursement
 Eliminating the need for paper receipts and
spreadsheets
 Eliminating all manual processes (typing
expense data, reconciling data, matching
receipts to expenses, etc.

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POLL QUESTION
Auto-Generated Expense Reports:
The Future of Expense Management

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POLL QUESTION
Auto-Generated Expense Reports:
The Future of Expense Management

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Certify paves the way for automation
with ReceiptParse AutoFill Technology
Auto-Generated Expense Reports:
The Future of Expense Management

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Certify’s Process to Automation
Step 1. ReceiptParse
Step 2. Auto-Merging of data
Step 3. ReportExecutive
Auto-Generated Expense Reports:
The Future of Expense Management

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Certify’s Process to Automation
Step 1. ReceiptParse
Step 2. Auto-Merging of data
Step 3. ReportExecutive
Auto-Generated Expense Reports:
The Future of Expense Management

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Certify Mobile With AutoFill Technology
Free Mobile Application with
industry leading
ReceiptParseTM Technology
Store & Manage Receipt
Images within your Certify
Wallet
Receive Email Alerts of
Expense Report Status
Manage & Travel Expenses
Off-line
Auto-Generated Expense Reports:
The Future of Expense Management

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Certify’s Process to Automation
Step 1. ReceiptParse
Step 2. Auto-Merging of data
Step 3. ReportExecutive
Auto-Generated Expense Reports:
The Future of Expense Management

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Auto-Merging of Data
Auto-Generated Expense Reports:
The Future of Expense Management
Merging multiple expense elements into one-single expense item
Auto-Merge
Single Expense
Travel Booking Details
Credit Card Expense
Receipt of Payment

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Certify’s Process to Automation
Step 1. ReceiptParse
Step 2. Auto-Merging of data
Step 3. ReportExecutive
Auto-Generated Expense Reports:
The Future of Expense Management

28. www.certify.com | @certify
Introducing a first of its kind,
Auto-Generated Expense Reports
with Certify ReportExecutive™
Certify ReportExecutive™ brings automatic expense reports to
your entire company.
1. Scheduled Company-Wide Automatic Expense Report Build
Dates
2. Schedule Reminder Notifications for Employees
3. ReportExecutiveTM will automatically build expense reports for
end users
4. The user will then be notified by e-mail and directed to review
the expense report and submit it for approval.
Auto-Generated Expense Reports:
The Future of Expense Management

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Truly Automated Expense Reporting With Certify
Auto-Generated Expense Reports:
The Future of Expense Management

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Truly Automated Expense Reporting With Certify
Auto-Generated Expense Reports:
The Future of Expense Management

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How does ReportExecutive work?
Auto-Generated Expense Reports:
The Future of Expense Management

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Schedule Automated Expense Reports
Company-Wide Scheduling: Administrators determine the company-wide automation
schedule, specifying the automatic build date and date by which expense reports must be submitted.
This option allows company-wide control for accountants and controllers, ensuring expense reports
are completed on time.
Flexible Scheduling: Administrators can allow individual employees to opt-out of company-wide
automation schedules or select their own schedule, providing maximum flexibility while still
benefiting from automation.
Auto-Generated Expense Reports:
The Future of Expense Management
Certify Administrators can specify a company-wide
schedule for automatic expense reports to be completed.
ReportExecutive™ is available with the following
scheduling options:

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Employees Track Expenses On-The-Go
Auto-Generated Expense Reports:
The Future of Expense Management
Snap photos of receipts on the go and, using
ReceiptParse, the data is AutoFilled and the expense
is synced to your online Certify Account
Expenses can also be managed by:
• Scanning receipts
• Faxing
• Email/forwarding
• Upload
• Text message
• & more

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Receive Data Feeds Automatically with Certify
• Nightly data feeds from all
the major credit card
platforms including;
American
Express, Visa, MasterCard,
Discover, and Diner’s Club.
• Certify automatically
receives your corporate
credit card data in your
account in Certify.
• Personal Credit Cards
Auto-Generated Expense Reports:
The Future of Expense Management

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Scheduled Reminders Notifying Employees of
Upcoming Expense Reports
Add Receipts & Expenses Reminder: Schedule one or two reminders to be sent any number of days
before Build Day, directing the user to add receipts to their Certify Wallet.
Submit Expense Report Reminder: Schedule one or two reminders to be sent any number of days
after Build Day, reminding the user to review the expense report and submit it for approval.
Auto-Generated Expense Reports:
The Future of Expense Management

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Employees Review the Auto-Generated Report &
Submit for Approval
Auto-Generated Expense Reports:
The Future of Expense Management
When the date of the scheduled expense report
arrives, Certify ReportExecutive™ automatically
generates the employees' expense reports for
them, merging together expense details with the
corresponding receipt images.
1. Employee logs in
2. Reviews auto-generated report for
flagged expenses
3. Submits for approval and
reimbursement

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Benefits of Auto-Generated Expense Reports
with ReportExecutive from Certify
Auto-Generated Expense Reports:
The Future of Expense Management
"Report Executive has
fundamentally changed
the way we develop
expense reports, and is
saving us several hours a
week in accounting and
employee time ”
Pharmacists Mutual
Companies
• No more waiting for employees to submit expense
reports on time
• Save employees time managing and creating expense
reports
• Accountants and managers gain more control over
expense management process
• It is standard feature of Certify and is no additional cost

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If you would like to schedule a live
demonstration of Certify, leave a
message in the chat box to the
right or visit:
www.certify.com
Auto-Generated Expense Reports:
The Future of Expense Management

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Q&A Session
Auto-Generated Expense Reports:
The Future of Expense Management

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Thank you
for attending todays session.
Sign up for a free 30-day trail of Certify at
https://www.certify.com/FreeTrial.aspx
For more information on Certify:
www.certify.com
1-888-925-0510
Auto-Generated Expense Reports:
The Future of Expense Management