Mobile and intelligent

Feature full and functionality rich and a powerful set of optional services. With affordable pricing and full local support, expensemanager meets the needs of companies of any size.

Claim and expense features

  • Card Integration- Automatically import expenses from any card company for person or corporate cards
  • Mobile app - Free app to snap receipts, create expenses, approve claims on any device
  • Unlimited expense reports and receipt uploads - Stored securely, available to all users and archived indefinately
  • GST/FBT wizards - Configurable GST and FBT rules for expenses
  • Expense allocations - Split and/or reassign expenses
  • Auto coding - Auto coding of common expense types for credit card claims

Advanced workflow features

  • Auto coding - Auto coding of common expense types for credit card claims
  • Policy configuration - Configure expense rules by categories, expense types, users, suppliers, claim limits, claim types
  • Policy enforcement - Flag policy violations or automated block policy violations for 100% compliance
  • Receipt management - Smart mapping receipts to expenses, receipt policy with exception and exemption workflows
  • Expense configurations - Configure expense rules by categories, expense types, users, suppliers, claim limits, claim types
  • Approval workflows - Approval workflow options with spend limits, email alerts for out of policy routing
  • Configurable data fields - Highly configurable data fields options including custom labelling, and mandatory options
  • Email alerts - Configurable email alerts for claim submit and approval
  • Project/activity codes - Multi project/activity code options with customisable data fields and code maintenace
  • Multi-entity - Configuration options for multi-entities including expense types and g/l codes
  • Prompts - Customisable email, policy and workflow prompts

Administrator and A/P features

  • Auto coding - Auto coding of common expense types for credit card claims
  • Administrator rights - Complete administration options and easy configuration screens
  • Standard and custom AP feeds - Export to any ERP system with standard and custom built feeds
  • Reporting - Reporting suite and analytics
  • Payer rights - A/P review and return workflow options
  • Audit trail - History of critical expense data fields and auditor access

Supplier invoice module features

  • Invoice processing - Supplier PDF invoices read and data extraction and scanned documents also handled in workflow
  • Advanced approval - Configure approval by supplier and approver limits
  • Integrated to expense module - All of the same policy, workflow and A/P features as expense module or configure differently as required,
  • Supplier database - Fully integrated supplier database with A/P synchronisation workflow
  • Expense allocations - Auto allocation to expense type matched with supplier
  • Auto creation - Supplier payment requests automatically created from supplier invoices with two workflow options

Purchase order module features

  • Purchase order request - Easy create of purchase order requests with unique ID
  • Supplier match - Matched against supplier invoice on amount and unique ID
  • Exception workflows - For spend variance on supplier invoice vs purchase order
  • Standing purchase orders - Blanket purchase orders with supplier invoice deduction
  • Standard and custom AP feeds - Export to any ERP system with standard and custom built feeds
  • Advanced approval - Configure approval by supplier , company contact and approver limits
  • Supplier request - Approved purchase orders emailed direct to supplier with audit flag