u/TheHodgedog

We've been on Concur for years mostly because we always have been, the booking side drives everyone nuts and getting anyone to file an expense report is like pulling teeth. Leadership is finally open to looking elsewhere. Problem is every alternative I look at has its own pile of complaints, so I'm nervous about jumping from one headache into another. For the people who got off Concur, where did you go and would you do it again? What's genuinely better and what's just different?

My guys and I do plumbing and heating, its mostly remodels with a bit of light commercial. I track my job costing really badly as it ends up being just materials receipts thrown in a pile and me guessing at the end which job they belonged to.

So when i quote the next one im pricing it off a feeling about the last one. The ugly jobs, old house, joists in the way, i underquote every time, and the easy new construction stuff i paid and lose the bid on. Whats everyone doing to code material spend to a job at the time its bought instead of a month later?

Most of my clients are fine but I've got four who are genuinely allergic to anything with a login, and one still mails me a padded envelope every quarter. I've talked two of them into apps and both were back to the shoebox inside a month. What's actually stuck for you with the ones who won't touch a new app?

I run a small electrical outfit, it consists of me and 6 other guys that are in the field all day. My guys buy parts, gas, and the odd tool on the company card and they are supposed to give me the receipt, but what ends up happening is that the receipts sits in a cup holder in the car and I only find them when the car needs to get its wash.

So every month end I am reconciling the cards missing half of them and texting the guys asking what a 63 dollar charge at the supply house three weeks ago was for, and NOBODY ever remembers! Its becoming very frustrating.

For anyone running a crew, how do you get the receipt when they actually pay instead of chasing it after the fact? cause I am at my wits end now

I keep the books for a small conservation nonprofit, six staff plus volunteers who do field site visits, and we've never had corporate cards. So everyone fronts flights, hotels, conference fees and mileage and submits for reimbursement. Travel runs about 35k a year and a big chunk is grant funded, so every bit of it has to get coded to the right grant.

Right now it's a shared Google Sheet plus a form for receipts and it's held together with tape. People submit late and receipts go missing. How are other small orgs running this without corporate cards? Real recs welcome, no sales pitches please.