Paperless- Expense Reporting
- 2. Home Screen Intuitive layout Walk up and use interface. Multiple areas to begin a new expense report. Snapshot into historical expense reports. Notifications of tasks front and center.
- 3. Creating an Expense Report Wizard-based process User is walked through the process. Optional fields can be turned on or off to track expenses against things like Customers or Projects. Users can be given the ability to submit reports on behalf of other users (delegate functionality). Different currencies are also supported.
- 4. Adding Line Items – Cash Expenses Highly customizable Clients can create an unlimited number of custom fields for every expense type, and all custom fields can be reported against. Currency, customers and projects can all be specified at the line item level. Spending rules and receipt rules automatically enforced.
- 5. Adding Line Items – Direct Credit Card Integration Both Corporate and Personal Cards Real time integration with both corporate and personal credit cards, over 14,000 of them to be exact. Once a charge is dragged and dropped onto an employees expense report, the user is disallowed from expensing that item again – cutting down on duplicate line items being submitted.
- 6. Approval Process Familiar Interface for Managers Same look and feel as the end user perspective. Managers can deny the report, approve the report, add adjustments, or deny single line items. Receipt documents can be viewed and reconciled.
- 7. Expense Reimbursement Interface for Admins Simplify expense reimbursement processing Works with your existing general ledger and accounting software to save hours of data entry. Reimbursement can be done through Payroll, AP Checks, or ACH right within the application.
- 8. Reporting Gain visibility into expense spending and cut costs Analyze overall expense spending for opportunities to reduce excessive spending and negotiate better rates from vendors and suppliers.
- 9. Administrative Functionality Self-Service Admin Capabilities User lists, spending rules, receipt rules, approval workflows, custom fields and all other settings can easily be maintained by the client.