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| Expense Management |
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The Expense Reporting product provides a comprehensive set of features. Easily customize
the product to meet your requirements and streamline your expense collection, approval, and reporting processes.
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| Expense Features |
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Enter expense report for any date range or specific trip taken |
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Enter cash advance received (if applicable) |
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Tie expense items to clients/departments |
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Tie expense items to projects (requires Project Management product) |
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Tie expense items to issues (requires Issue Tracking product) |
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Choose reimbursable, non-reimbursable, or personal expense types |
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Indicate if expense item is billable |
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Enter unlimited notes about expense items |
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Enter specific exchange rates for individual expense items |
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Submit expense report for electronic approval or print out report for signature |
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View status of report at any time |
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Receive email when expense reports are submitted for approval |
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Enter comments when rejecting an expense report |
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Notify employee via email when expense report is approved / rejected |
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Notify HR/payroll via email when expense report is approved / rejected |
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| Reporting Features |
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100's of report variations can be created |
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Specify criteria to control filtering and sorting of reports |
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Choose grouping/totaling options |
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Pick from detail or summary versions |
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Accounting reports provided for easy billing, costing, and profitability analysis |
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Control access to reports through security |
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| Administration Features |
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Export data (QuickBooks Timer, XML, comma delimited, and Microsoft Excel formats) |
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Setup approval levels (management, project manager, HR/payroll, and/or client) |
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Configure data lock out dates when approvals are not used |
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Customize payment methods (defaults are provided) |
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Customize / enter expense types (defaults are provided) |
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Enter expense type limitations / rules for entry and approval |
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Allow contractors, partners, or vendors to enter expenses |
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| General System Features |
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100% web based, no software installation required |
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Customize logos and colors to match your business |
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Configure alerts and notifications |
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Configure security policies (password length, password expiration, etc.) |
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Create custom user roles and associated permissions |
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Easily sort, search, and group in any list |
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Consistent navigation throughout promotes ease of use |
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Built-in Help (screen level help, searchable help system, and system user guide) |
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Support for multiple currencies |
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