Record expenses on the go
- Record expenses using a choice of convenient input methods
- Use your smartphone or tablet to photograph expense receipts, or attach PDF invoices and other supporting documentation
- Quick entry option enables draft expenses to be quickly recorded
- Add multiple draft expenses to a claim, or record new expenses against the claim directly
- Once a claim meets minimum validation criteria (e.g. receipts have been attached where required), it can be submitted for approval
- Automatic tax calculation
- Maintain a log of correspondence against expenses
Approval workflow
- Categorise expense claims into different types of expenditure, e.g. Reimbursement, Credit Card, Bank Account
- When a user submits an expense claim, it is automatically sent to one or more designated users for approval
- Approvers receive an internal notification whenever an expense claim is submitted for approval
- The approver can query items with the submitter
- Expense claims can be fully approved, partially approved, or declined
- Get an instant view of all outstanding expense claims from your team
- Submitters receive an internal notification whenever one of their expense claims is approved or declined, or if there is a query
Flexible expense types
- Define multiple types of expense with differing rules - e.g. Meals, Accomodation, Mileage
- Specify if a receipt needs to be attached to an expense before it can be submitted for approval
- Specify a default tax rate
- Specify if the amount entered is the unit amount or the total amount
- Define entry rules for quantity and amount, e.g. a mileage expense type may have a fixed unit amount that is displayed to the user but cannot be changed
Analyse your team's expenditure
- Flexible reports enable expenses data to be analysed in various ways
- Report output can be exported to an Excel spreadsheet or CSV file, for further analysis or import into an external system
- Reports can be customised using a simple interface
- Custom reports can be saved and optionally published for use by other users