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