Automated Expense Recording

  • Use OCR to scan receipts, automatically creating expense records with total cost and date.

Flexible Expense Entry

  • Add expenses via email, scan, drag and drop, or manual entry using your phone or computer.

Consolidated Expense Reporting

  • Simplify expense submission by placing all expenses on a single report, streamlining approval and payment processes.

Expense Policies
  • Define and enforce company expense policies, including approval workflows and reimbursement limits.
Expense Payment Allocation
  • Specify if expenses should be reimbursed to employees or reinvoiced to clients, with automatic updates to sales orders and easy reimbursement processing.

Pre-Configured Expense Categories

  • Start creating expense records immediately with a set of pre-loaded categories available upon installing the Expenses app

Custom Expense Reporting:

  • Visualize expenses with customizable reports, filtering by employee, category, date, and more, with options to save favorite reports for easy access.

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