| Expense Report Features | ||
|---|---|---|
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Expense Manager
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Easy User GUI/Create, Approve, Administrate Expense Reports
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Create Multiple Reports
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User can create multiple reports at any time
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Create Reports for Others
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Permission granted to users by Administrator
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Manage Cash Advances
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Add Advance Received Line Item
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Manage Cash Returns
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Add Advances Returned Line Item
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Split Expense Function
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Split expenses by % or amount between Category, GL code segment or by client
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Bill Expense Function
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Bill expenses to client by % or $ – defines line item as receivable
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Comments Feature
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Add readable comments at report and line item level
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Expense History
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Line item history event logged. Chronological event/user/date
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Approve Expense/Report
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Approve by expense line item or by whole report
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Decline Expense/Report
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Decline by expense line item or by whole report
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Report Views
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Users can see old reports can see all past approved reports
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Offline Report Creation
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Create reports offline/Upload Feature/ Auto Sync Feature for desktop users
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Print Preview
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Printable View of Report – Print or Print to PDF
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Receipt Imaging
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Upload/Fax/Email and link Receipt Images-Visible throughout Workflow
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Import Credit Card Transactions
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Import Credit Card data from Visa, MasterCard, and Amex.
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ExpensePoint MasterCard
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Get ExpensePoint’s fully integrated No Fee MasterCard®
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Report Tracking Number
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Sequential 9 Digit Tracking number
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Report Status Feature
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Visible grid highlighting expense line item status
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Multi-currency reporting
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Ability to add multi-currency line items in single report
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| Program Features | ||
|---|---|---|
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Browser Access
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IE 9 – Edge, Google Chrome and Firefox for Windows and MAC, Safari for MAC
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Desktop application
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Single Click install/self updating feature/Zero Maintenance
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Mobile Access
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Connect to ExpensePoint using your Android, Apple IOS, Blackberry OS and Windows device
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Proxy Server Capable
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Company can configure client to run through proxy
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Client Multi Install
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Client can be loaded on company and personal Comp
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Secure Login
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Point-to-Point – 256 Bit encrypted SSL Certificate/Firewalled
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Landing Page/Dashboard
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Landing page- Main and Company Docs Link Menu’s/Co. Logo, Graphs and visualization
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Change Password
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Companies can manage their own password strength and expiry.
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Offline Access
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Via Desktop application/Offline Expense Reporting/Upload Feature
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Administrator(s) Access
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Defined by permissions Editor
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Permissions based system
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Defined by permissions Editor
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| Accounting Features | ||
|---|---|---|
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Receipts Audit/Received
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Audit and flag receipts as being accounted for
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Approve Expense/Report
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Approve by expense line item or by whole report
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Decline Expense/Report
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Decline by expense line item or by whole report
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Full Edit Capability
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Ability to fully edit line items
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All Report Visibility
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Ability to see all previous expense reports
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Line Item Reconciliation
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Ability to flag expense line items as reconciled
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Multi Currency Management
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System will display users currency of reimbursement on reports
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Approval Override
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Acctg can override approval workflow in absence of Approver
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| Management Features | ||
|---|---|---|
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Analysis Manager
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Easy User GUI/Run reports and user based queries
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Analysis Permissions
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Set who can run reports and at what level
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Analysis Outputs
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Print/PDF/CSV/Excel/XML
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Analysis Filtering
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44 query filters available
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Analysis Reports
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31 reports available / report list continues to grow
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Analysis Licensing
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View list of licensed users
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| Administrative Features | ||
|---|---|---|
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User & Group Manager
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Easy User GUI/Manage Group & User Profiles/Set Permissions
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User GL Linking
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Link GL Segments to Users i.e. Departments/Cost Centers
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Multi Authoring Access
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Users can be setup to create reports on behalf of other people
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Define Users by Group
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Users can be linked to multiple groups/Assume permissions
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Import User Profiles/Data
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User Data can be imported via Importer option
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Define User Currency
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User reimbursement currency defined
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Workflow Manager
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Easy User GUI/Manage Approval Workflows and Conditions
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Multi Approver Workflow
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Define as many approvals i.e. 1st, 2nd approver etc.
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Conditions based approval
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Approve i.e. Author/Group/Category/$ Amount/GL/+ more
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Policy Manager
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Easy User GUI/Manage expense policies/Red Flag Infractions
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Policy Conditions
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Set policy conditions/By User/Group/Vendor/$ Amount/GL etc…
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Display Policy Text
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Display Policy Infraction Text in Line Item
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Settings Manager
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Easy User GUI/Manage All settings, i.e.. Categories/GL’s/Rules/
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Company Information Editor
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Set Company Information i.e. Logo/ Fiscal Year End
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Communication Editor
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Set Default Email Body Text for Approval / Decline Notifications
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Currencies Editor
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Set Exchange Rates If not using system automatic FX rates
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Category Editor
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Create custom expense categories / Set default CPU / Unlimited #
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Documents Editor
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Create URL Links to Published Documents i.e. Travel Policy
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GL Codes Editor
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Create and Manage GL Codes
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GL Rules Editor
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Create GL based rules
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Payment Type Editor
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Create and Manage Company Payment Types
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Projects Editor
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Add Global Projects
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Billable Source Editor
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Add Global Billable Client Names
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Taxes Editor
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Add and Manage Reclaimable Taxes i.e. V.A.T, GST etc.
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User Defined Fields Editor
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Add User Defined Fields i.e. Payroll ID’s, Vendor Numbers
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Advanced Settings Editor
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Set Print Preview Options
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License Administrator
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Easy User GUI/Manage Licenses/Request Licenses/See Invoices
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Importer
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Easy User GUI/Import Data i.e. New User Profiles
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Xporter(TM)
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Data export tool – Executable in and out of ExpensePoint
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Customize Data Extract Files
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Customized CSV files. Extract Accounting Approved Data Only
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Custom Integration
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Offered for QuickBooks, Sage, and Great Plains.
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Schedule File Runs
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Run Windows Scheduler to run Xporter exe.
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| Support & Resources | ||
|---|---|---|
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Telephone Support
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Toll-free support line available Mon-Fri 8:00am 5:00pm (CST)
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Email Support
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Email response within 1 day of submission
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Web Support
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Web Conf. enabled support available Mon-Fri 8:00am 5:00pm (CST)
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Client Training
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Web-Based Training
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Consulting Services
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Consultative services providing industry trends, policies etc.
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Travel & Expense Policy
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Free Travel and Expense Policy provided at no charge
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Account Support Agent
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Assigned support agent
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