Key Features - Company

Automatic Credit Card import

Credit card providers can send your credit card charges electronically and this file is used to create a credit card claim for all of your cardholders automatically populating the expenses. Your users are advised by email and simply log on and submit their credit card claim.   Learn more...

Pre-defined or custom expense types

Create expense types to match your company chart of accounts from a range of pre-defined expense types with flexible options for additional information fields, such as:-

• Itemise hotel expenses into sub-expenses such as parking, telephone, meals, etc.
• Mileage expense type with auto km calculation
• Automatic calculation for FBT for entertainment and meal expenses

Or we can create a custom expense type.

Company policy enforcement

Expenses can be flagged with violation warnings for non-compliance with company policy, such as:-

• Spend amount exceeds a company policy amount
• Non-preferred supplier
• Information fields are not complete

 Learn more

Easy and flexible administration

• Use our pre-defined expense types or can be customised to suit
• Different expense types can be allocated to different divisions or cost centres
• Expense limits and policy levels are configurable
• Preffered suppliers can be defined by expense type

Finance system integration

Manually re-keying expense data is a thing of the past! Not only is the re-keying of data eliminated, your accounting staff also check the progress of expense claims at any time

We create a custome export file for integration to any finance system

Multi-Entity Configuration

Expense Manager can be configured easily for companies that have multiple entities or multiple companies operating in different countries all in a single database.

This powerful feature means complex company structures can be configured in a single database in an out-of-the box manner eliminating multiple costly databases.

Configuration examples under a single database:-

• Multiple entities can be configured independently, each with its own terminology, expense types, general ledger codes, mileage or expense limit amounts, gst or vat rates.
• An employee in one entity can have expenses approved by an approver in a different entity.
• An employee can have their expenses reimbursed in their local currency, even if group reporting is in another currency.
• Administration and expense processing for all entities can be managed by the group accounts payable.
• Consolidated reporting and integration with finance systems can be managed on a single or consolidated manner.

Examples of configurations