Expense Management Solutions – Software

Experience all you can achieve with a robust Expense solution that’s intuitive and easy to use!

Achieve just about any spend management goal, eliminate paper-based processes, and provide excellent employee experience! Create, submit, approve to pay, report, and analyze easily, with full tracking and control during the entire expense lifecycle

| Mobile Entry & Approvals

Mobile Expense Management Software Mobile Entry Approval - Phone

Experience easy expense sheet entry and approvals on the mobile app.  You can also capture expense on or off-line with your phone or tablet’s built-in device camera in seconds.

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| Advanced Optical Character Recognition (OCR)

Mobile Expense Management Software Advanced Optical Character OCR - 3 Phones

Capture comprehensive receipt data accurately in real-time and ensure data security. Experience exceptional user experiences and convenience with our robust OCR technology.

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| Modern User Interface

Mobile Expense Management Software Modern User Interface Laptop

Intuitive, attractive, and easy to navigate interface allows your company to onboard users more quickly and build higher user adoption rates. WorkPlace’s intuitive UI allows any user, regardless of their skill level, to go through the procurement or expense cycle with confidence and ease.

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| In-line Receipt Attachment

Mobile Expense Management Software In-line Receipt Attachment - Computer

Capture & view receipts directly on the screen with each expense item during entry & approval process. Eliminate mailing, attaching, or losing receipts.

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| Filter-Based Controls & Communications Rule Engine

Mobile Expense Management Software Filter-Based Controls

Communicate effectively while enhancing controls by providing custom automatic feedback with messages to highlight certain conditions when saving, submitting or approving expenses.

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| Dynamic Rule Engine & Approval Workflow

Mobile Expense Management Software Dynamic Rule Engine & Approval - Laptop 2 Tablets

Implement any corporate spend policy & approval rule you can imagine anytime during the expense lifecycle, even at creation!

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| Expense Ad Hoc Approvals

Mobile Expense Management Software Ad Hoc Approval Image

Introduce additional approval requirements on the fly while maintaining policies and controls to your original defined configuration, moving process forward across the entire organization.

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| Intuitive Expense Type Engine

Mobile Expense Management Software Intuitive Expense Type Engine Image

Capture detailed financial information with a simple list of Expense Types that can automatically be assigned to GL accounts. Gain control & efficiency through automation mapped to your business while providing superior user experience.

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| Robust Questionnaire Capabilities

Mobile Expense Management Software Robust Questionnaire Capabilities

Enhance communications, streamline entry, and prompt users to provide key information for specific charges, as a requirement or an option.

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| Google Maps & Mileage Calculation Capabilities

Mobile Expense Management Software Google Maps & Mileage Capabilities - Laptop

Go beyond managing your business spend and enforcing corporate policy.
Now you can save more time while traveling by automatically calculating mileage
from within the Mobile App, adding it seamlessly to your expense reports.
Enforce mileage policy with accurate mileage driven instantly!

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| Attendee Tracking

Mobile Expense Management Software Attendee Tracking Image

Allocate expenses at the line level by % or amount across one or more attendees. Simplify and enforce compliance for internal and external reporting requirements.

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| Open Payment Capabilities – (Sunshine Act)

Mobile Expense Management Software Open Payment Capibilities Image

Comply with the Open Payment Act reporting, allocating travel, meal, gifts, payments, etc. by NPI number.

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| Travel Request & Pre-approval Features

Mobile Expense Management Software Travel Request and Pre-Approval Image

Control cost before it’s even incurred. Create expense reports from pre-approved travel requests. Enforce corporate expense policy as well as government regulations effectively & efficiently.

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| Powerful Reporting Metrics

Mobile Expense Management Software Powerful Reporting Metrics Tablet

Gain instant insight from a powerful 360° view of all your KPI’s and metrics in one single dashboard, empowering you and your team to manage, evaluate, improve, and optimize any area of the business. You have the freedom to define your own metrics, customize the view, select from over 15 standard charts, create unlimited personalized charts, and even export the data for use in other applications or to slice and dice any way you like.

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| Extensive Project & Job Cost Capabilities

E-Procurement Software and Requisition Software Extensive Project & Job Cost Capabilities - Computer Laptop and Tablets

Track purchases against projects with budget checking throughout the entire purchasing process.

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| Advanced Budgeting Engine

E-Procurement Software and Requisition Software Advanced Budgeting Engine - Laptop Tablet

Establish and enforce any corporate budget throughout the entire requisition and procurement process.

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| Advanced Expense Split

Mobile Expense Management Software Advanced Expense Split Image

Split expense reports, even by line item, into multiple clients, projects, activities, budgets, groups, accounts, individuals, time periods, etc. Composite expenses are as easy as any expense transaction.

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| Powerful GL Distributions

Mobile Expense Management Software Powerful GL Distribution Image

Distribute expense, even by line item, into hundreds of GL accounts in seconds.

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| Powerful Tax Engine

Mobile Expense Management Software Powerful Tax Engine - Tablet

Assign tax schedule by line level, incorporate enterprise-wide tax amount visibility. Adjust recoverable taxes within the system in no time.

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| Corporate Credit Card & Banking Integration

Mobile Expense Management Software Direct Connect Credit Card Image

Create expense reports from credit card transactions automatically, accurately, anywhere, anytime, with confidence. Eliminate data entry & duplicates.

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| Easy Credit Card Assignment

Mobile Expense Management Software Easy Credit Card Image

Easily update and maintain user’s corporate card assignments for automated Credit Card integrations.

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| Cash Advances & On-Account Balance

Mobile Expense Management Software Real-Time Cash Advances and On-Account Balance Image

Experience seamless cash advance as well as on-account balance adjustments on both the expense & ERP sides, until the entire amount is fully expensed, in real-time.

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| Payment Processsing Capabilities

Mobile Expense Management Software Payment Processing Capabilities Tablet

Process Vendor and Employee payments
securely, quickly, and directly from within the WorkPlace
Spend Management solution, forming a robust,
centralized P2P (Procure-to-Pay) platform.

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| Multi-Currency & Multi-Language

E-Procurement Software and Requisition Software Multi-Currency and Muti Language - 3 Tablets

Maintain correct reimbursement with full control of exchange gain/loss.
Eliminate language and currency barrier and provide system access to your global teams.

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| Comprehensive Status Monitoring

Mobile Expense Management Software Comprehensive Status Monitoring

Solves the common problem of delays encountered in paper-based, Excel, e-mail submissions, and approval processes.

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| Sophisticated Audit Capabilities

E-Procurement Software and Requisition Software Sophisticated Audit Capabilities - Tablet

Experience Full Visibility of what was changed, who made the change, and when it was made.

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