Designed specifically for mid-size organizations as a standalone
solution, or as a seamless out-of-the-box, real-time integrated
extension of Microsoft Dynamics, Sage ERP, Blackbaud, Intacct,
Acumatica, and NetSuite. Powerful that it can be deployed as SaaS
cloud-based, hosted, and on-premise, and easy that it can empower your
entire team!
Achieve just about any spend management goal,
eliminate paper-based processes, and provide excellent employee
experience! Create, submit, approve to pay, report, and analyze easily,
with full tracking and control during the entire expense lifecycle.
Key Features- Mobile Entry & Approvals
- Advanced Optical Character Recognition (OCR)
- Google Maps & Mileage Calculations Capabilities
- In-line Receipt Attachment
- Dynamic Rule Engine & Approval Workflow
- Expense Ad Hoc Approvals
- Direct Connect Corporate Credit Card & Banking Integration
- Easy Credit Card Assignment
- Real-Time Cash Advances & On-Account Balance
- Advanced Expense Split
- Powerful GL Distributions
- Intuitive Expense Type Engine
- Travel Request & Pre-approval Features
- Open Payment Capabilities – (Sunshine Act)
- Attendee Tracking
- Powerful Tax Engine
- Filter-Based Controls & Communications Rule Engine
- Multi-Currency Options
- Robust Questionnaire Capabilities
- Comprehensive Status Monitoring
Benefits- Eliminate error-prone paper-based processes
- Reduce requisition-to-order costs and cycle time
- Control maverick spending
- Manage by exception - ensure that your purchases adhere to your policies
- Ensure Sarbanes-Oxley compliance with a complete audit trail of transactions
- Enable your professionals to focus on strategic tasks
Powerful User Expense Entry Paramount
WorkPlace Expense offers a user-friendly, web-based way to submit
expense sheets from any location. Employees can enter their own expense
sheets and have them routed automatically for approval. They can attach
any number of receipts and other supporting documents that may be
required or that may facilitate approval. Employees can include
unlimited free-form comments to provide detailed explanation behind an
expense. A flexible and easy-to-use internet search system helps users
find the data they are looking for quickly, and on-line
context-sensitive help is available at all times. Complete Active
Directory integration and compliance.
Industries:
Utilities, Insurance, Education, Government Construction & Facility Management, Municipalities & Tribal Governments, Public Roads, Parks, & Infrastructure, Healthcare Facility Management, Hospitals, Life Sciences, Broadcasting & Communications, Art, Cultures, & Humanities, Education, Foundations, Religious Related Organizations, Higher Education & Training
Business Needs:
Budgeting, Grant Management, Project/Job Control, Time Management, Time & Expense, Budgeting, Cost Control, Sales Tax Calculation/Integration, Multi-Company Processing, Multiple Locations/Warehouses, Progress Billing, Project/Job Costing, Project/Job Scheduling, Resource Allocation, Time & Expense