What Is Expense Report Software?
Expense Report Software is a digital solution for expense tracking, reporting, and management.
Problems
— Struggles with cumbersome manual reporting processes
— Difficulty tracking spending trends and behaviors
— Delays in approvals and reimbursement
— Tedious and error-prone manual reports
— Hassle of storing paper receipts
— Increased travel costs due to expensive hotels, flights, and rental cars
— Unmonitored overspending and costly out-of-policy expense payments
— Poor visibility and reporting
Expense Report Software allows you to:
- Save employee time using mobile-friendly web application which can be accessed anytime and anywhere
- Make reporting easier, more convenient, faster, and cheaper
- Enforce spending policies, capture receipts, and process expense reports easily
- Make better business decisions based on timely and accurate data
- Quickly view and approve expenses
- Have a single and accurate view of your expense data
- Track expense data
- Ensure that employees are reimbursed on time
- Track employee use of business financial resources
- Identify cost-saving opportunities and control excessive spending
- Add all business trip expenses to a consolidated report
Features
- Paperless expense reports
- Submit reports in real-time
- Streamline expense management
- Simple user interfac
Expense Management Solutions
Forms with predefined fields help your team keep accurate and uniform records.
Use any of these easily customizable form templates (edit it to customize or even create a new one from scratch).
Customizable forms allow you to:
- Easily edit or create forms with zero coding and no technical expertise
- Add different types of fields, edit fields, and remove fields
- Tweak forms easily at any time
Samples of fully customizable forms
Also useful:
- Add an unlimited number of attachments (documents, images, photos, videos, audio notes, files) to a record
- Add, remove, and assign new team members — all with a few clicks, at any time
- No technical expertise is required
Set up and roll out business software in hours, not months.
How to start:
- Create your account and create a new applet by selecting a customizable template. Set up reminders if you want your team members to receive automatic email reminders.
Easily configure who will submit entries and who will view them. - Users will click the “Open Submission Form” button to fill it out and submit it. Set the applet as “Team-wide” if you want all team members to view each other’s records.
Alternatively, you can allow each participant to view his/her own records only and stakeholders to view all entries. - As soon as a new record is added, participants with “View” rights will receive an email notification and can view it in real time on the Timeline screen.
- The dashboard screen allows you to save time when you want to check a high-level overview, with quick one-click retrieval of the relevant information.
Status Platform:
- Collaborative work
- Easily retrieve data
- Export data or share it online with configurable access permissions for each member
- Allow support for different business scenarios with granular permissions for team members and team guests
- Protect data with 256 SSL encryption
- Back up data automatically
- Configure email reminder alerts for your employees
- View data in real time
- Access historical data instantly with powerful search and filters
- Access data from any device with mobile-friendly and easy-to-use interface