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Expense Management Vendor

  • 1.  Expense Management Vendor

    Posted Sep 12, 2018 04:56 PM
    We are in the process of selecting a vendor.  I'm wondering if anyone would share information about Concur or Gorilla.  Pros and Cons would be helpful.  In addition how are you doing the integration from the vendor to GP (using GP 2015 R2), but converting to 2018 in October.  Thanks

    Denise Amundson
    Senior Accountant
    Missouri River Energy Services
    Sioux Falls SD

  • 2.  RE: Expense Management Vendor

    Posted Sep 12, 2018 06:39 PM
    I have integrated Concur multiple times with Integration Manager and SmartConnect my preference would be SmartConnect because of the dependence on possibly needing taxes or paying them with credit cards.  There are a lot of options that you have to consider when starting this process.  Concur is a very good vendor to work with and they have a great mobile app.  I have used Gorilla in the past as well and saw it come up again this week, but in the past it didn't have the same features that Concur has.
    Hope this helps,

    Tanya Henderson
    Senior Consultant
    S2 Technology
    Park City UT

  • 3.  RE: Expense Management Vendor

    Posted Sep 13, 2018 12:42 AM
    Hi Denise,
    Our company has been using and integrating both for a long time and here's my experience...

    - More "advanced" capabilities out of box
    - More expensive
    - A/P module as well (albeit for a price)
    - Started out integration search looking at vendors but decided to build integrations from ground-up using SmartConnect. Biggest benefit to doing so was cost, ease of making changes, and handling intercompany.

    - Does just expense reporting very well
    - Very agile company and can spit out enhancements and feature requests very quickly.
    - Powerful native integration to GP built I'm and included
    - Can also be integrated via SmartConnect. (We're using both, SmartConnect mainly to handle intercompany and some advanced splits that we have setup)
    - Much more reasonable pricing

    Our plan is to eventually "fill the gap" with features that we currently get with Concur, put them into Gorilla, and take Concur out of the picture (replacing the A/P solution as well due to costs).

    I'd be happy to discuss both a little further with you if you'd like, just let me know.

    Kyle Malone, CPA
    GP Admin - CGB Enterprises, Inc.
    Lead Consultant/Blogger -
    Chapter Leader - Louisiana (New Orleans)

  • 4.  RE: Expense Management Vendor

    Posted Sep 13, 2018 08:41 AM
    Hi @Denise Amundson

    I will add my agreement with @Kyle Malone

    I have written several expense integrations - and the one common thread I've encountered, and it sounds like Kyle and others here have as well is that you will DEFINITELY want to use SmartConnect to do the integrations!

    As far as functionality, I think that they are both good.  One may be better than the other, Concur, but has some demerits because of the company that produces it.  From the clients I've worked with to build integrations I have received nothing but complaints about the knowledge and service from them.

    To me, no matter how great the software is, if the knowledge and service are bad then I won't recommend them to clients.

    Therefore, I will "second" Kyle's response - I think you'll want to look closely at the exact functionality you need, but keep in mind the service or knowledge you may get from the vendor.

    But, once again, no matter which way you go, you'll want to purchase SmartConnect to run the integration - it is crazy flexible and, at several clients I can use one file and send it to multiple companies and through the SmartConnect functionality set "if-thens" on data to ensure coding is correct, especially if you have a mix of Credit Cards and check to employees, etc.

    Best of luck!  Let us know if you need anything else!!


    Kindest Regards,

    Jo deRuiter , MCP, DCP
    "That GP Red Head"
    Advanced Credentialed Professional-Dynamics GP
    GPUG Academy Instructor
    GPUG GP Credentialing Exam Committee
    Chairman, GPUG Partner Advisory Board
    Dexpro Dynamics LLC
    Senior Consultant
    Milwaukee, WI
    770-906-4504 (Cell)

  • 5.  RE: Expense Management Vendor

    Posted Oct 23, 2018 04:21 PM
    Hey there @Denise Amundson,
    Another option for expense reporting integration a direct connection rather than going through SmartConnect. Many vendors make you do workarounds like this, but you're paying so much money (per user per month plus setup usually) that you should be able to get everything in one.
    There are vendors out there (like the one I work for--DATABASICS) that integrates directly so it takes care of sending data back and forth for you.
    The thing is that sometimes customers don't know that this is a possibility because the vendor doesn't make it clear that a direct integration is possible.
    Just something to add to your considerations!


    P.S. Direct credit card feed integrations are also possible. That means that credit card and P-Card charges would automatically show up in your expense report. Just add the receipt and click submit. That's a huge time saver and prevents workarounds like the one with a third-party integration. (Again, another consideration/possibility.)

    Amanda Mendoza
    Reston VA

  • 6.  RE: Expense Management Vendor

    Posted Sep 14, 2018 09:42 AM
      |   view attached
    Hi @Denise Amundson,

    If you haven't already made up your mind on the product you're going to purchase, I suggest that you have a look at Kwiktag Expenses.. If your goal is also to implement paperless AP and other document management solutions, then Kwiktag could be a good candidate..  They have been around for quite some time with their paperless solutions and added recently a complete expense management solutions with credit card statement processing and all..
    I don't know about the pricing, but the recent demo I saw was very interesting.. It doesn't cost anything to ask for a demo :-)

    PS: I agree with Kyle & Jo, a recent client of mine uses Concur and they aren't really happy with the support too..

    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)


    KwikExpense_2016.pdf   1.01MB 1 version

  • 7.  RE: Expense Management Vendor

    Posted Oct 24, 2018 11:31 AM
    Not that you don't want to know more options... but it's great to understand what is possible.
      I've worked with all of these companies; they all bring different benefits.

    Another option to be aware of is by DynamicPoint.  Expense Reimbursement
    DynamicPoint remove preview
    Expense Reimbursement
    Control Expenses. Fast. Easy. Accurate. DynamicPoint is very knowledgeable, quick turnaround times and great customer service. What they deliver is always what I asked for or more. One of my most favorite vendors! Shannon I. | Glidewell Laboratories
    View this on DynamicPoint >

    I think it's great to bring out a sheet of paper and write down what you need.  then look at each of the products to see which is the best fit.

    Also your partner's recommendation is golden.

    Kim Peterson

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