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PPM Studio offers an Expense Reporting feature with structured workflow for review, approval and payment of expenses, with multi currency support and various configuration options.

• Create and review expense requests from your dashboard
• Configuration for expense items as per expense request category
• Collaboration among cross-functional teams to participate in requirements development, review and approval process all using a single database repository.
• Multi currency support.
• On demand currency conversion rate updates from website.
• Expense payment workflow.
• Expense attribution to project, organization and cost center.
• Consolidated views on expenses.
• Expense report generation.

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Features

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.

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.

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.

Expense Payment Integration with Accounts department for payments of approved expense reports.

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.

Configuration Options Expense report templates by category e.g. training, support, consulting etc. Max. limits definition by role.

Report Generation Printable report generation in the form of PDF of Word document on single click. Consolidated views at resource, project and organization level.

Expense Coordinators Specific roles definition to create expense reports on behalf of others

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