What no one tells you about accurate record keeping sap concur. The purpose of the collection is to establish a comprehensive travel services system which enables travel service providers to authorize, issue, and account for travel and travel reimbursements provided to. Many of todays commonlyaccepted principles for records retention have been developed by mr. Learn how sap concurs solutions for life sciences, including integrations with. Concur is an online software system for recording and documenting pcard purchases and all travel, entertainment and business meeting expenditures. The university of alaska fairbanks maintains a wide variety of records in both paper and electronic forms. Concur invoice integrates with any erp or accounting system and connects with solutions from other vendors across the procuretopay lifecycle.
A firm will likely have little or no control over a clients record retention policies, and in some situations a client may not be willing to provide a needed document. The expenditure transactions interface with banner. Sap concur applies robust security measures by maintaining activity records. Read on to learn cohassets opinion on hyperstore which includes whether or not it retains records requiring timebased retention in compliance with the recording and nonrewritable, nonerasable storage of electronic records. Tips for developing a quality document retention policy since there are various sources governing document retention, developing a policy that meets the needs of your company can be difficult. Financial records are all proposal and award documents plus all documents supporting financial transactions and reports. The information requested in the concurgov is collected pursuant to executive order 9397 and chapter 57, title 5 united states code. Records management consulting retention schedules and more records management is using all of the technologies to maintain the records of an organization from the time they are created up to their eventual disposal. Concur invoice lets you capture invoices electronically using optical character recognition ocr technology, uses two and threeway matching to pair the po to its associated invoice, then accurately records it to your ap system. Concur travel management system university of houston. Whatever the capacity of your records management program10 years worth of records or 100theres a versatile product for your business. Records retention and document retention software hyland. Document logistix flagship software product, document manager, enables you to automate records retention and deletion from the moment you assign document to the system. Record retention supplement for auto dealers general records 6 months 1 year 2 years 3 years 4 years 5 years 6 years 7 years 10 years post in dealership at all times statelocal requirements vi.
This news story describes why iron mountains butler county, pennsylvania data center facility is ideal for storing and preserving your businesscritical data. Our consulting services feature a more personal, handson approach. The kompliance secure storage software solution automates the process of retaining regulated records from multiple sources for the full length of their retention periods. Understanding how long you need to hold on to your documents and. Document retention times are one of the most important parts of your records retention plan. Not only must certain records be maintained, the irs must be able to access those records. Automated retention helps companies to comply with legal obligations and to manage the demands of data regulations such as gdpr. Concur and original receipts university of michigan. In this ebook, cohasset associates has been called upon to assess the capabilities of cloudian hyperstore. Uo prohibits discrimination on the basis of race, color, sex, national or ethnic origin, age, religion, marital status, disability, veteran status, sexual orientation, gender identity, and gender expression in all programs, activities and employment practices as. Providing the necessary hardware, software, and personnel resources to access the records. Internal revenue service accident reportsclaims settled cases 7 yrs. Professional document and records management services include hardcopy document storage, certified document destruction.
Concur expense is designed so your organization can easily enforce spending policies, capture receipts, process expense reports and make better business decisions based on timely, accurate data. These records serve as the legal instruments in releasing nasa software to recipient requesters and defining the terms and conditions of release. If a sponsors record retention period is greater than four 4 years or more after the project end date, the period specified in the award agreement is to be followed. Three decades in records and information management has helped us refine our software. Special rules regarding computerized records generally, recordretention periods are the same for computerized records as for hardcopy documents. This guideline is based on the federal acquisition regulation. With the help of this software, you can handle your hr records management, compensation, benefits, training, and absence management that make it more useful and easier. Contact 601 108th ave ne, suite bellevue, wa 98004 usa phone. Daa026620002 agency certification i hereby certify that i am authorized to act for this agency in matters pertaining to the disposition of its records and that the records.
These days, most businesses are required by law to retain confidential client information, along with employee or company data, for a minimal amount of time. I am interested in the approach that community members are taking when it comes to archival access of historical expense reports and receipts. What no one tells you about accurate record keeping concur. Plus, a record retention policy helps avoid allegations that you destroyed records in response to a lawsuit against your business.
The objective is to retain records for as long as they serve a useful purpose for the business or until all legal and regulatory requirements are met. A record retention program is important for many reasons. Shortterm gains include investor interest, protection against false claims, and more. For all these records the period of retention should be assessed from the need to retain the records for business purposes, including internal audit. What no one tells you about accurate record keeping view this and more of the latest news with concur newsroom. Record retention protocol for company data stored sap concur. Organizations should think proactively about records management software if they want stressfree ediscovery. In addition, certain agencies have programs that are subject to oversight by other agencies or federal government auditors. Starting from the top down, organizations that actively seek to involve key players in the retention and security of their records have a better. Each agency should work with its records management officer and sara officials to ensure its record retention program is conducive to its internal needs as well as laws and regulations. The records retention schedule applies equally to paper and electronic records, with the exception of records that exist in structured database systems. Whichever industry youre in, we have the expertise with our proprietary software or customized advice and counseling. By bringing your expense management software into the future, you can.
Accurate records can help your business achieve its goals, both immediately and in the future. Records retention policies and procedures should include. Record retention controllers office rice university. Rice marketplace is a procurement software system from sciquest used for the system of document records for encumbrancespurchase orders. Sap concur simplifies travel, expense and invoice management for total visibility and greater control. Internal audit records last updated march 2003 page 4 of 7 similar records may include asset registers, stock control records and manuals of instructions. Sap concur adheres to guidelines and training through the bs10012 certified data protection management system dpms to effectively manage data protection. Concur expense management, travel and invoice software sap concur. In the long term, they improve reputation, map trends, and provide stability. Be accountable to any legal requirements an rrs is a policy that ensures records are retained in accordance with state or federal legal requirements. Employees can capture transaction data, snap a photo of receipts, and submit expense reports while. Feiths records management application, rma iq, is a fullyintegrated and fullyautomated records and document management solution that ensures both electronic and physical records are acquired, administered, and disposed of based on your organizations requirements.
Client retention of records finally, do not rely on the client to keep source documents used in performing services. Evidence of a clear and consistently enforced records retention program, enacted for valid purposes, will go a long way to convince the court that the destruction of a document was. Upload receipts, right to expense reports we make it easy to capture business travel expenses so you can reduce the amount of time spent recording and accounting. Concur invoice captures invoices electronically using optical character recognition ocr technology, uses two and threeway matching to pair the po to its associated invoice, then accurately records it to your ap system. The goal of this document is to provide potential software customers with a list of.
The travel and hosting spg for concur users defines when receipts are required for concur related expenditures, and states that original hard copy receipts should be retained by the department for a minimum of one year after imaging to permit periodic validation of the imaging system. Powerpoint for concur overview 102615 and 103015 training sessions. Sap concur applies robust security measures by maintaining activity records, privacy by design checks, privacy impact assessments and new privacy rights within product cycles. The records include the recipients names and contact information, together with the date of transfer and nameversion of software. A community to help grow your business, find support and connect with sap users and peers. We offer complete retention management and research tools. Within the enterprise, the travel and expense management process has two. Sap concur is the worlds leading provider of integrated travel, expense, and invoice management solutions, driven by a relentless pursuit to simplify and. Records management software, records archiving software. With a policy, you will know when its okay to dump or delete papers, forms and emails.
You can also tailor your solution to handle your companys unique ap workflows and policies. Retention manager and retention wizard for doityourselfers. Learn why this facility is trusted to securely store everything from the original prints of classic movies to a huge variety of documents and records. Permanent retention, where records are retained until the city of burlington ceases to exist as a municipality. Electronic records used to establish tax compliance must contain sufficient detail of transactions as to allow for clear identification and retrieval of the documents and records underlying such transactions. We are working on our record retention schedule and were wondering if there is a record retention schedule for the state of oklahoma that we need to be incorporating into ours.
Versatile record retention software compliance zasio. Includes basic functions, such as scanning, duplicating, sending and saving, as well as more advanced functions, such as automation based on a companys retention and classification policies. Sap concur will also implement a feature in time for the gdpr in the data retention administration portal so customers can remove all transactional and remaining data associated to a data subject from the system. A note about electronic records permanent records existing solely in electronic form are in danger of becoming inaccessible through media decay and hardwaresoftware obsolescence. Record retention policy and matrix chapman university. The records retention schedule rrs is a guideline that sets forth the minimum length of time that records should be retained by the official repository. What is the record retention of vault openclose logs. Each university employee possesses the primary responsibility for the proper care and management of their university public records this includes paper and electronic records. These records are essential to the mission of uaf and must be created, maintained and destroyed according to the policies established by the ua board of regents.
The primary reasons for retaining records are that they are required for business or legal purposes or they have enduring value. It provides an outline for the minimum legal requirements related to the retention and destruction of records. Concur expense is timesaving, costsaving expense report software. Request for records disposition authority records schedule. Software usage agreements or other software release records. The software can provide the ideal solution to get your documents organized in order to be prepared in the event of an ediscovery. Many of the records that companies must retain fall under multiple retention regulations or governance rules, a factor that adds to the complexity and cost of compliance while. Versatile retention is a complete schedule management and research solution that gives your business total control over your retention schedule.
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