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Features
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Expense Request
Creation of expense request from resource dashboard along with break-up details.
The expense requests can be created from pre-configured expense templates by expense
category. Expense reports can be supplemented with scanned bills or receipts as
attachments.
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Expense Owners
Expense Request can be attributed to a project, an organization or a cost center.
Depending on this attribution, default approvers for the expense will be selected,
while more approvers can also be added.
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Review and Approval
Expense request can be associated to a project, an organization or a cost center.
Hierarchical workflow-based review & approvals and automated routing of expense
reports and notifications to stakeholders along with status tracking across the
lifecycle.
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Expense Payment
Integration with Accounts department for payments of approved expense reports.
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Multi Currency Support
Multiple currency support, to take care of expenses incurred by users in any location
or country.. Integration with FOREX portals for automatic updating of currency conversion
rates.
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Configuration Options
Expense report templates by category e.g. training, support, consulting etc. Max.
limits definition by role.
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Report Generation
Printable report generation in the form of PDF of Word document on single click.
Consolidated views at resource, project and organization level.
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Expense Coordinators
Specific roles definition to create expense reports on behalf of others
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