Travel & Expense Management
Achieve more with a Travel & Expense solution that’s innovative and easy to use!
Eliminate paper-based expense processes, book travel in seconds, provide excellent employee experience, and implement corporate spend management policies with ease! Create, submit, approve, book travel, pay, report, and analyze data easily, with full tracking, audit, and control during the entire travel and expense lifecycle.
Consolidate all corporate bookings in one solution that is easy to launch, configure, and use.
- Add users and policies
- Increase user adoption
- Increase traveler compliance
Log in to travel and expense at the same time.
- Secure information on encrypted data platform
- PCI Compliance and Privacy-Shield certification
- Create different policies for different travelers
- Assigned tiered approvers
- Set alerts for lower fares and rates
- View savings options
- Approve based on policy rules
- Request trip justifications
Generate trip data in seconds
- Forward itineraries to anyone
- View, cancel, update travel
- Get updates instantly
- Say goodbye to tracking down trip receipts
- Reduce time submitting expense reports
- Sync trip receipts with expenses
Provide dynamic Angular JS reporting with real ROI calculations and easy to use reports.
- Analyze traveler spending
- Implement “what-if” scenarios to predict spend
- Measure trip costs and travel trends
- Manage employee Duty of Care to assess potential travel risk exposure
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.
Capture comprehensive receipt data accurately in real-time and ensure data security. Experience exceptional user experiences and convenience with our robust OCR technology.
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.
Capture & view receipts directly on the screen with each expense item during entry & approval process. Eliminate mailing, attaching, or losing receipts.
Communicate effectively while enhancing controls by providing custom automatic feedback with messages to highlight certain conditions when saving, submitting or approving expenses.
Implement any corporate spend policy & approval rule you can imagine anytime during the expense lifecycle, even at creation!
Introduce additional approval requirements on the fly while maintaining policies and controls to your original defined configuration, moving the process forward across the entire organization.
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.
Enhance communications, streamline entry, and prompt users to provide key information for specific charges, as a requirement or an option.
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!
Allocate expenses at the line level by % or amount across one or more attendees. Simplify and enforce compliance for internal and external reporting requirements.
Comply with the Open Payment Act reporting, allocating travel, meal, gifts, payments, etc. by NPI number.
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.
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.
Track purchases against projects with budget checking throughout the entire purchasing process.
Establish and enforce any corporate budget throughout the entire requisition and procurement process.
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.
Distribute expense, even by line item, into hundreds of GL accounts in seconds.
Assign tax schedule by line level, incorporate enterprise-wide tax amount visibility. Adjust recoverable taxes within the system in no time.
Create expense reports from credit card transactions automatically, accurately, anywhere, anytime, with confidence. Eliminate data entry & duplicates.
Easily update and maintain user’s corporate card assignments for automated Credit Card integrations.
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.
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.
Maintain correct reimbursement with full control of exchange gain/loss.
Eliminate language and currency barrier and provide system access to your global teams.
Solves the common problem of delays encountered in paper-based, Excel, e-mail submissions, and approval processes.
Experience Full Visibility of what was changed, who made the change, and when it was made.