Module Short Description

• User Management - Enables administrators to have control in managing their company’s entire user population using a simple web interface. This web based interface provides unprecedented power to create, update and provision user accounts as necessary.

• Organization Management - Enables companies to create and manage their organizational hierarchy; furthermore, it enables companies to compose simple or complex associations to manage their employee expenses for both internal and external customers.

• Customer Management - Enables companies to manage expenses for their customer accounts. This module is tightly integrated with Organization Management and Project Management module.

• Vendor Management - Enables companies to manage their vendors for different expense types. Administrators and users can add vendors to better track the purchases made from specific vendors.

• Project Management - Enables companies to associate their expenses with unlimited number of projects. Users can use one expense report to assign expenses to multiple projects.

• Workflow Management - Enables companies to manage the approvals of different document types such as pre-travel authorization requests and expense reports. Finance executives can assign spend limits for approving managers. The workflow management module automatically redirects documents to the managers or executives with appropriate approving authority.

• Travel Authorization Management - Enables companies to manage pre-travel authorization requests. Using this functionality users can submit projected expenses before they travel. This module is tightly integrated with workflow, project, vendor, and expense report management modules.

• Itinerary Management - Enables users to create expense reports with multiple destinations. The module is tightly integrated with the Per Diem Management module. Once the users enter their travel itineraries the program automatically applies per diem rates into the expense report.

• Invoice Management - Enables companies to track invoices in addition to expense receipts. Instead of itemizing the expenses, users can add invoices with line items and associate these invoices into expense reports as line items.

• Per Diem Management - Enables companies or organizations in the United States to enforce and automate General Services Administration and Internal Revenue Service per diem rates for localities. The module can also be provisioned for US Department Of State or company specific per diem rates for nearly three million cities around the world.

• Expense Report Management - Enables companies to automate and manage employee expense reports electronically. Using this module companies can completely eliminate paper based expense report processes and procedures. This module is tightly integrated with workflow, project, vendor, itinerary, per diem, electronic receipt management and travel authorization management modules.

• Electronic Receipt Management - Enables companies to manage invoice and receipt images electronically. Users can scan or send in electronic copies of their invoice or receipt images and attach them to their expense reports.

• Currency Management - Enables internationally travelling employees to enter their expenses in different currencies. The built in currency converter automatically converts the expense into report currency. Users can override this conversion to enter their company currency rate.

• Approval Management - Enables managers, executives and accounting professionals to actively approve or reject travel authorization requests and expense reports. The system also allows managers to send back the documents for correction.

• Credit Card Integration - Enables companies to import employee credit card transactions in to the system.