Name: Uber for Business Quarterly Product Release (EMEA-APAC)
Uploaded: 2025-06-12T16:21:10.305Z
Duration: 25 min 4 s
Description: Uber for Business Quarterly Product Release (EMEA-APAC)

Transcript for "Uber for Business Quarterly Product Release (EMEA-APAC)": Welcome everyone to the Uber for Business quarterly product release. We are so happy to have you here today. My name is Francesca or Franny, and I wanted to kick things off with a couple fun facts. I'm actually based at Uber HQ in San Francisco. I want to share a little bit about my Uber Eats favorite order since I think it's pretty relevant, almost lunchtime where I'm at. I love anything with sushi. And, unfortunately, where I live, there's, like, two sushi restaurants outside of the city, and so I don't actually get a whole lot of great options out here, but we're working on that with Uber Eats. So each quarter by the way, this is the forum that we use to bring our customers together to share the latest features, product updates. So the goal here today is to give you the tools and resources you need to better utilize the Uber for Business platform to meet your business needs. So this quarter, we are taking a deep dive into how you can help your team get started with Uber for Business, how you can take the pain out of billing and payments, and then we're gonna take a closer look at new Uber for Business partnerships. So before we get started, just a couple quick housekeeping notes. Everyone's already on mute, so no need to worry about that. We do want this to be interactive. So if you do have questions or comments, please use the tabs on the right side of your screen to submit them. We have a team of experts on standby to help answer your questions. And if there's anything our team isn't able to answer, you know, right away, during the event, then we will follow-up by email after. And then if you want to connect with some of your fellow Uber for Business customers, please use that chat tab. Take a now if you can to let us know where you're joining from and then what you hope to learn today. And if you want to do a little more learning after the webinar is over, we have additional info ready for you in the docs tab. And then there's really no need to take notes today because following the event, you'll receive a link to the recording to revisit this contact really at any time. And lastly, at the end of today's event, you'll receive a survey on the event platform. We'd really love it if you could take the time to provide some feedback on today's experience. We want to continue to improve these quarterly product updates for you and your business. So now that that's done, let's dive right in. We do always try to make these events, to let you and we wanna make sure you can connect faces to some of the names that drive Uber for Business. So here is a look at everyone that we'll be hearing from today. And we've got such a great lineup of speakers. I'm really excited, guys. But I do wanna introduce you to Jenny Moe, who's our senior implementation lead at Uber for Business. Jenny, can you tell us a little bit about yourself? Of course. My name is Jenny. I'm an implementation lead here at Uber for Business. I'm also based out of the San Francisco Uber office, and my favorite Uber Eats order has got to be Phil's Coffee across San Francisco. Oh, a choice. Happy to have you. I do I would love it if you could get us kicked off, talking about employee linking and how businesses can get team members added to their accounts. Thanks, Franny. We cover a lot of ground at Uber for Business from helping transportation to making sure that your teams stay field and fed, but our real focus is always on the people. And if you want your team to get the most out of Uber for Business, getting your employees linked becomes really important. With linked accounts, it's expensing becomes easier for everyone, including the admins. And you can make sure that your team will be able to take advantage of all the features that we'll be diving into today. So here's a review of how you can get your team up and running with Uber for Business. So I want to go over the employee invitation process. When added to the Uber for Business dashboard, employees will receive an email inviting them to join the account. This email will come from noreply@uber.com, and the invitation is going to be unique to your employee. So the invitation shouldn't be shared or forwarded. There are gonna be two ways to get an employee linked to your team's Uber for Business account. If the team member already has a personal account, they'll be able to link that account to Uber for Business. This linking is for login purposes only, so none of their personal account information will be shared with your business. If the team member doesn't have an Uber account yet, they'll be asked to create one when they accept their invitation. Once they've gotten an account set up, they'll be all set and linked with Uber for Business. And to give you a better idea of what this actually looks like, here's a quick walk through with some additional details. Awesome. So we're always focused on bringing the Uber magic to every part of the experience, and we hope that the linking process is as easy as possible for your team. We are also always looking to keep things easy for admins, especially when it comes to managing billing and payments. So, Jenny, can you tell us a little bit about what you've been working on in that department? Of course. In case you've missed it, there have been some big upgrades in the way Uber for Business handles expenses. Some of the improvements we've made include the ability to streamline payments in real time with transaction updates, as well as enhanced reporting that provides you with deeper insights into your employees' expense data. Whether these are new to you or you just need a refresher, we'd rather show them an action rather than just tell you about them. So we've put together a product demo that covers the basics of how to set up and manage your billing and payments better, plus how the new solutions we've put in place will really help improve your experience. Optimize your billing and invoicing experience with Uber for Business. The billing tab on the Uber for Business dashboard helps you view and manage your organization's billing information. You can review and adjust billing preferences, download invoices, and access details on past payments, all in one convenient spot. Let's take a look at how to make the most of the features available to you. We designed this billing system to meet the needs of your business and help you streamline payments. There are two payment option types, centralized and decentralized. If your organization chooses centralized payment, all transactions made by linked business profiles are charged to a single payment method. With decentralized payments, employees set up their Uber for Business profile using their own payment method. The availability of a decentralized payment structure is dependent on the size of your organization. Once your organization's payment type has been selected, you cannot change it. When setting up your organization, you can choose from these supported payment methods. Availability of these payment methods will depend on your region, organization size, and structure. For a centralized organization, your admin can select your preferred payment method. All expenses are then charged to this method, eliminating the need for employees to submit expenses. For a decentralized organization, employees choose how they want to pay at checkout, just like they would with their personal Uber account, and then submit expenses for reimbursement. The Uber for Business app makes it easy for employees to select the appropriate expense code. Simply upload your organization's expense codes in a CSV format directly into the dashboard, then select the appropriate code when booking a ride or ordering a meal. Your business is always evolving. Fortunately, your billing process can evolve too. You can update your preferences if you need to. For a centralized organization, you can change your billing type from pay per trip to monthly billing by submitting a request through Uber for Business support. Keep in mind that you must meet certain criteria to request monthly billing. If you qualify for monthly billing, you can make payments with just a few clicks right from the billing tab. You'll receive real time payment confirmation, see error messages about failed payments, and get guidance on how to fix the error. Get the big picture on your expense details with just a few clicks. No more wasting time tracking down invoices. Now you can conveniently see all of your invoices in one place. Download and export invoices in bulk, export a detailed transaction CSV file to run further analysis, or build automated workflows off of expense data. When tax season rolls around, you'll be prepared for potential audits by entering your tax information in the dashboard. You can have your tax ID automatically included in your statements and invoices. To help you improve the efficiency and accuracy of employee expenses, we've partnered with leading expense management providers. Most expense integrations need to be activated through your expense provider system. You can find more information on their websites. Concur expense users can easily connect Uber for Business via the SAP Concur app center to manage their Uber for Business dashboard. These features were designed to be simple and seamless. But if you ever need assistance, our customer support team is here for you twenty four seven. Visit the help center online, chat with us live, or call our business support line. You're on your way to a simpler, more efficient billing system. Thanks for choosing Uber for Business. Great. That's an awesome overview, Jenny. Can you now walk us through a little bit more about what's changed? So with the real time transaction updates, we've added payment confirmation notifications, letting you rest easy knowing that your payment has gone through and is being charged to the correct billing account. We've also added more specific error messages alerting you if there are issues that might interfere with your transactions, such as if your card details are incorrect or if our dashboard notices that your card is about to expire, it will prompt you to update your card on file. In the event that something does go wrong, we've also added improved guidance to walk you through exactly how to resolve the issue to make sure that your payment goes through and travel remains uninterrupted. We've also improved the way that reporting works, in order to provide you with insights and deeper insights into your expense status. You can now get a detailed view of employee expenses through an expanded downloadable transaction fee as fee. This gives you an increased level of flexibility for how you interact with and analyze the data. Just a few examples of how you can put this into practice, you'll be able to perform more meaningful analysis, build powerful automation, as well as reconcile the tax information to better prepare for any potential audits. Okay. Well, also, wanna add that one of the ways this insight into billing can be really valuable is when it comes to vouchers. So if you've been tuning into our quarterly product releases in the past, you probably already know all about vouchers. But just in case you're new here, vouchers are an easy way to share rides and meals with customers, guests, or potential clients. And the best part is you only pay for what's used. So, Jenny, can you tell us a bit about how to report on voucher usage? Absolutely. So one of the most helpful things you can do for managing your voucher campaigns with us happens right at the start of the process. If you are creating a voucher, you have the option to add a note. This is an internal field that won't appear to your voucher recipients, but it's going to be the perfect place to add any expense codes, department codes. This allows you to track any one off vouchers to make sure that they are all credited to the right department when it comes time to handle reporting. If you have multiple voucher campaigns, you can easily access the usage reports for each campaign. Those reports will also let you track the name of the guest that received the voucher, whether the voucher has been used, the amount spent, the amount left over. If you haven't had the chance to try these updates to billing and payments yet, we really hope that you take advantage of them soon. These features have been out for a little while now, but we hope that this refresher was helpful. Now onto one of our newest updates on the platform. Franny, can you take us through our new custom naming feature? Yes. I'm happy to. So custom naming is our newest feature for your Uber for Business dashboard. It does allow you to add custom ride names and logos for ride types like business black and business comfort. So instead of relying on the default naming and branding that you see in the app, you'll now be able to replace those with options that feel a little bit more like your business and then create a more cohesive experience for your team. I love that already, but can you also walk us through some of the business benefits that come with this? Definitely. So here's what we're seeing with the teams who are already taking advantage of custom naming. One of the biggest benefits is enhanced TNE compliance. So what we mean by that is with custom naming, it's easy to point people to the ride type that you'd actually like them to use. If you want to make sure your team gets a good start to their business trips by taking a business black ride to the airport, you can use custom naming to put the word airport right in the name of the ride. And then when your team uses approved ride types, just that just makes everything easier on everyone. Using custom naming in this way cuts down on those out of policy expenses. It saves everyone time and removes the hassle of handling reimbursements and receipts outside of the Uber for business platform. Another big advantage is the fact that it's a clear business travel experience. If you want to go even further, custom naming allows you to put your company's name in the title of your approved ride types. This makes identifying approved ride types even easier, especially during those chaotic business trips. It's gonna remove any confusion around which rides are approved and lets your team focus on what really matters, getting to their destination and then getting to work. And finally, business grade travel commitment. So because custom naming is exclusively available for business black and business comfort, it's also a great way to remind your team that you're committed to supporting them while they're on the road. They'll get the same high quality travel standards you've come to associate with those ride types now just with the added benefits that you're matching your branding and feeling a lot more like a company experience. So those are some high level looks at how you can leverage custom naming, but that's just really the start of what you can do. With program level customization for both ride types, you can tailor custom naming to each of the ride programs in your Uber for business dashboard. So whether that's the early morning commute rides, those rides to the airports, or the short term program that you create specifically for a business trip, you can use custom naming options to remind your team that a certain ride type is in policy at a certain time. You can also customize your naming based on employee groups. So if you use business black as a reward for your highest performing sales team, for example, you would custom name the rides in the program to reflect that achievement. So they wouldn't just be requesting an Uber business black ride, they'd be requesting a president's club ride or whatever name you choose. Awesome. What impact does this have on the riders? So like we were mentioning earlier, this feature is available for business comfort and business black, and we're seeing companies use it as a way to highlight the benefits that each of those ride types have for their team. So personalizing business comfort reinforces its role as the go to option for efficient everyday business travel. That's typically usually because of the newer vehicles, the extra leg room, priority pickups. And then if you're personalizing business black, it reinforces the premium experience. So while also communicating to your team that they have access to luxury vehicles, top rated drivers, extended pickup windows, and phone support. And we're just really excited for everyone to start using this new feature. And the good news is it's quick and easy to get started. Let's just take a look now at the setup process. you're going to navigate to the travel programs and select get started. From there, you'll choose the right type that you want to customize, so business comfort or business black. Select the programs to apply this custom product to for step three. Then step four, we're going to enter the custom name that will display in the Uber app, and you can upload the company logo here as well. Step five, we'll preview the design and submit for review. And then on step six here, our team will review this change, which actually shouldn't take longer than three business days. But then from there, you'll be able to manage this process at any point in the travel program section. Alright. So we love that custom naming lets you bring a little bit of your team's magic into the Uber for business experience. We're excited to see you take advantage of this new feature. Next on our agenda, we are going to take a look at a new integration that will help the headaches take the headaches out of expensing. So to give us all the details, we're gonna bring in Connor Martin, manager of expense partnerships at Uber for Business. Hi, Connor. Would you tell the audience a little bit about yourself? Of course. How's it going, everyone? My name is Connor. I am based in our New York office where I've been for the last two years. I own our expense partnerships vertical, and my favorite Uber Eats order is I actually really like cooking at home, so I actually love using our grocery delivery services on Uber to make sure that I'm getting the Wegmans, order delivery sent directly to my house so I can cook whatever I want at home. In terms of Navaan and the Uber for business integration we recently released, I am super excited to talk with you all about how you're gonna be able to allow your employees to say goodbye to manual expensing and say hello to a faster, smarter, and fully automated way to expense their their tea your team's rides and meals. You might be asking like, hey. Why does this matter? Well, I think it's a few different things. Right? GBTA estimates that Uber is one of the most expensed items on expense platforms today, and we know that the average expense report takes twenty minutes per report to file, submit, chase after those receipts. And 20% of the time, there are errors. And so by developing something that really automates the submission of those expense receipts, you're no longer gonna have to worry about your employees digging through their receipts or you as an admin having to reach out at the end of the month to get folks to submit their receipts. Next, we're gonna show a quick video to just really introduce what we've done here with with our partnership with Novant through this integration. Alright. So jumping in to a couple of the key benefits here. Like I mentioned, this is a really simple onboarding process, and it's gonna offer a seamless way for you to invite all of your employees. So not only are you gonna be able to navigate into your Novant dashboard and within five minutes get set up with an Uber for Business organization that's already linked within your Navan instance, but you're also gonna be able to, with a couple more clicks, invite your entire employee base so that all those employees can start to, you know, again, no longer have to dig through their expenses and can really live a business trip where they don't have to necessarily worry about when they're gonna submit their expenses. The next piece is is really around the improved accuracy and automation that we drive. So, again, you're never gonna have to have your employees digging through their emails again. No more screenshots within their Uber apps, and no more lost receipts where they can't remember if that ride they took three weeks ago was for business or was it for work. All they need to do is link, tap, and go, and we'll automate so that there's no reason for them to need to log in to their Nuvaan dashboard and submit their expense again, but without your employees really ever having to worry about needing to, you know, again, dig through their their emails. And then the last piece is increased control. Both on the Nuance platform and the Uber for Business platform, we've really developed, as a a partnership, the ability to really set expense controls within this dashboard so you don't need to worry about your employees taking rides that are outside of policy once you're linked within, this integration. Now a couple of things I wanna caveat here. One, this is available globally to all Nivant Nivant expense customers. piece is, as an admin, to activate this, you need to have both Navaan and Uber for Business admin privileges if you're linking an existing org. If you're creating a new organization, all you need is admin privileges on Navaan expense. And then the last piece is your employees need to, be invited and accepted that invite and using their business profile to no longer to receive that automated expensing. On our next slide, we're gonna talk through, you know, essentially what this implementation looks like. Like I said, this is gonna be something that you can get done in five minutes. So if you're ready to save time, eliminate errors, and simplify the employee expensing process for all of your employees in your company, here's what you're gonna need to do. You're gonna log in to your Nuance expense dashboard. And as an admin, you're gonna go to that dashboard and click integrations. You're then gonna click add for business, and then you're gonna click create or link an account and follow the steps. This would be a really seamless process, but please feel free to reach out if you have any questions. Nice. Thanks, Connor. I love how quick that is too. It literally only takes five minutes. Just set up one of my clients last week, and it was fantastic. So we're excited to have this new integration available. We hope that some of you start to see the benefits of this partnership right away. So with that, we're going to wrap up and let you go try these features for yourself. And thank you everyone so much who, you know, everyone who tuned in. And if you missed this section, you can always go back and watch the recording, which will be sent by email tomorrow. Thanks, everyone.