paperless- expense reporting
TRANSCRIPT
Introducing ExpenseWire
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.
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.
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.
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.
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.
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.
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.
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.