Implementation made easy.

Our dedicated team is here to make implementation a breeze.

Allowing your team to stay focused on their core tasks and not implementing software.

implementation

We partner with our customers

Consultative approach

You have the vision, you decide the workflow and we make it happen. Your team can be confident that we will deliver a solution that has been designed for your business needs, allowing a seamless transition from a paper-based system and reap the benefits of automation quickly.

Implementation methodology

Every company is different. Our experienced consultants have successfully implemented thousands of companies. Our process is customised to you whilst clearly communicating delivery time-lines, consultation sessions and interactive workshops which are conducted for each step.

after

Post-Implementation

We empower your organisation to experience the benefits from our solutions immediately and moving forward. We are dedicated to provide the support necessary. We deliver our client's vision and create a successful ongoing partnership, that is our promise.

When your business needs change

We understand your business needs and circumstances will change over time. expensemanager enables you to easily adapt to those changes by providing ongoing support for configuration enhancements. With regular updates, our team is listening to your recommendations and feedback.

Our First Class Implementation Process

Our proven methodology ensures a successful and stress free process for our clients.

  1. Kick-off

    An implementation plan is developed, configuration requirements are scoped and a Run Sheet agreed on

  2. Create

    Unique database is created with company structure, users, chart of accounts, policy and custom wording. 

  3. Automation rules

    Company specific rules are configured for automation of coding and mapping, validation and approval. 

  4. Training & UAT

    Live online AP training and UAT sessions are conducted throughout the process 

  5. Integration

    Credit card data feeds are mapped.  Integration to ERP or other external system are configured and tested

  6. User training

    Company dedicated live user webinars are conducted on the company database on an agreed schedule. 

  7. Go live

    Personalised on boarding program that includes a Go Live checklist session and a Welcome Email sent to all users

User Onboarding

expense management software is one of those business tools that is ‘touched’ by a high number of employees and it’s critical to the success of the implementation that there is no adoption barriers. At expensemanager we offer a full user onboarding program to have staff trained quickly and using expensemanager confidently.

Live Training
Live online user training in dedicated sessions for employee and manager use of expensemanager.
Custom session
Online training sessions are presented using client actual configuration so the training is relevent to the users
Easy to learn
Intuitive software making learning straightforward and sessions can be completed in 30 minutes

Database creation

Database creation and administrator and accounts payable policy configuration training.

File import and export

File import and export training. Covers all aspects of importing card data and exporting data.

Go Live training

Go Live training. Final training session ensures all key finance and administration staff are fully conversant with the solution.

Personalised email and information

Personalised email and how to access expensemanager and their user name and temporary password. 

Getting started

Links to the Help Site and quick start guides.

What to expect

What to expect the first time the log in and any other relevant company information.

Get started quickly

Quick start guides. Visual and easy to understand help guides.

Video training

Short videos on key functionality.

Workshops

Regular ‘What’s New’ workshops and email to advise of upcoming new features.

Implementation that is customised to your financial software

We are the experts at integrations and can connect to your ERP, finance system, or any other business tool.

Our software integrates seamlessly with leading ERP systems including MYOB, Xero, Reckon and many more.

We support you and your staff, ensuring a smooth implementation regardless of your software.

EXPENSEMANAGER integrates with the accounting, ERP, and travel software that powers your business.

We are here, just like you

Designed, developed and supported in Australia, you can count on us to be with you each step of the journey.

"The implementation process was incredibly streamlined and the team was great to work with building our specific database. Right from the ‘kick-off’ meeting through to Go Live, the process was very professional and personal. expensemanager delivered our solution on time and on budget and provided fantastic pre and post go live support."
purchase order software trial
Ben Allwood
Control Logic
"We were matched with a dedicated implementation consultant who was able to walk us through the setup process and to answer any questions. Being local meant that the accounts team were able to reach out to expensemanager for support at any time we had questions both during the implementation but also once we went live."
expense reporting rema
Siegmar Kahl
Rema Tip Top
“One of the pluses of the implementation of expensemanager was that it required very little in the way of internal resources for us to set up. They created the database for us and did some training and away we went. We knew we just had to pick up the phone and speak to someone locally if we needed any help."
invoice automation
Jamie Hughes
Animals Australia
ap automation

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Frequently Asked Questions

With our complete implementation service we do most of the heavy lifting for you. All that is required from your end is to provide us with an excel file with your company structure, general
ledger codes, user and workflow options. We then do all the work, and hand back to you for testing.

We know customers want a fast, smooth and successful implementation so we developed our solution with easy client specific configuration options. Our proven methodology means on average a standard implementation will take 4 – 6 weeks.

Absolutely.  Throughout your implementation we are engaged with your team to proactively discuss the business rules and workflow configurations to make sure the solution meets your exact needs. 

Yes. We work closely with your ERP consultant to make sure the configuration matches your ERP and we liase closely with them on the integration.

Unlike other software providers our unique ability to offer high value and low cost customisation is one of our key benefits.

Your dedicated implementation consultant is always available, as well as a team of support people to help you.  You can either email us, log a support ticket or call us.

See how we can help

Easily manage your spend, expenses, invoices, purchase orders and budgets all in one powerful solution.