Support for different types of Expenses

• Employee-initiated expenses cover
• Telephone Expenses
• Travel and Conveyance Expenses
• Medical expenses
• Entertainment expenses
• And, any other type of organization specific expenditure

Expense Dashboard

• A single interface which provides requestors, managers and finance people access to the different expense claims information depending on their permissions.
• Expense claims are categorized into different status buckets in the dashboard for easy acccess.
• Users can drill down from the dashboard to view claim information and the approval status.
• Requestors can view claim Approved, Rejected or requiring more information
• The approvers dashboard also displays all claims waiting for approval.
• The dashboard links to many reports and charts that are used for analysis.

Customizable Expense Claim formats

• The claim formats for each type of expense can be customized to the organization's requirements.
• Each claim request generates an unique request number which can be used for tracking.
• Users can print out claim requests with data filled in and submit bills along with it.

Expense Eligibility Matrix and policy enforcement

• The administrator can set different expense limits depending on the employee profile.
• The system enforces policies by indicating to the requestor any deviations from their eligibility.
• The system also highlights to the approver any deviations from the eligibility criteria.
• Approval workflows can be setup to automatically reject or send it to another level of approval, if the claim exceeds the eligibility values.
• Custom organizational policies relevant to a specific type of claim can be implemented.

Customizable approval Workflow

• Customizable approval process based on predefiend approval matrix can be easily setup.
• Approvals can be routed to the right person based on type of claim and amount claimed.
• The workflow system can automatically route the request to the manager based on the Org. Chart.
• Email alerts, reminders and escalations keep the approvers informed of claims waiting for approval.
• Audit log of all approvals, capture name of approver and the time of approval.

Detailed Reports and Charts

• The in-built wizard driven report builder has support for 15 types of graphical charts for visual representation of expense data.
• Summarized Expense Report by Location, Department and Type of expense are available to managers.
• Aggregated Expense Reports by Year, Quarter or Month are available for analysis
• Expense trends for forecasting and planning of company expenditure can be easily obtained

Integration with Accounting Systems

• One-click export to popular accounting systems and ERP applications can be done.
• Data export can be done inthe form of Excel, CSV or XML