Travel & Expense Report App

The Travel & Expense app is a cloud-based resolution that automates journey and enterprise expense administration. It radically decreases the time wanted to seize receipts, make expense studies, configure expense insurance policies, creating and submitting journey and expense requisitions and get them authorised utilizing a number of workflow configuration choices. It lets staff produce expense studies and ship them for assessment. Moreover, it has multi-currency and gross sales tax help to help companies with processes in quite a few areas and workforces touring all around the world.

To present compliance, it means that you can configure expenditure insurance policies on expenditure classes. It comes with recall and workflow historical past capabilities with versatile approval workflow operate with single or many approvers. Plus, it helps a hierarchy-based approval workflow together with the modify Un-reconciled expenditures.

Here are a number of outstanding options of the app:

• Sales tax calculation and multi-currency help
• Expense insurance policies for expense classes
• Multi-site configuration
• Flexible association of expenditure classes and itemization of each class
• Receipt attachment with real-time attachment by way of cellphone digital camera or pre-captured receipts
• Recall and workflow historical past capabilities
• Flexible approval workflow configuration choices
• Utilize OCR for receipt scanning and leverage AI to auto-categorize bills based mostly on acknowledged textual content and patterns
• Easily handle unreconciled bills throughout the software
• Import bank card statements by way of Excel, CSV, or OCR for seamless processing
• Generate vendor invoices for bank card bills effectively

Supported languages:

*The app is designed to be utilized in a number of languages together with French, Arabic, Spanish.

Integration:

• The app may be simply built-in with Microsoft Dynamics 365, and different ERPs.

Important:

Backend: Our software leverages on Microsoft SharePoint as its backend knowledge supply for seamless knowledge administration and collaboration.

Guide: User guide and deployment information are included within the software.

*Pre-requisite for app set up:

1. Microsoft License Requirement: Ensure that your group holds related Microsoft 365 and/or Microsoft Power Platform license(s) for optimum software performance.
2. Follow the information to create a reference to SharePoint and configure the flows accordingly.
3. My Approvals application for approval course of.

Approval workflow:

*Automate workflow: Design an automatic workflow for depart approval utilizing for decision-making based mostly on predefined standards by utilizing the My Approval App.

*Customizable workflow: The versatile workflow engine within the app may be custom-made to fulfill the actual wants of various companies.

Additional choices: For additional add-ons, integrations, deployment or customization, attain out to us at [email protected]

Support:

• Break repair help after product deployment will likely be offered and separate contract will likely be signed.
• Customers will be capable of use our Self-service Portal to log their tickets and extra associated supplies.
• Hotfixes will likely be offered to the shoppers with none value by way of e mail.

More data:

Explore our website to study extra about our services, together with Microsoft Dynamics 365 and Microsoft Power Platform, in addition to our SaaS and PaaS choices.