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The Employee Portal (EP) module allows companies to automate the process of entering timesheets, submitting expense claims, and assigning work.
Acumatica makes it easy to involve everybody in your organization because there is no client software to install and access permissions prevent users from viewing other modules or information.
Using only a web browser, employees can submit expense claims with scanned receipts and supporting documents. Once submitted, the expense claim will be assigned for approval according to predefined assignment rules. After the claim has been approved, Acumatica will create a bill in accounts payable to initiate the reimbursement and will generate a customer invoice if expenses were designated as billable to a customer.
While working from anywhere, employees can complete worksheets where they document activities for the day. Timesheets allow workers to specify a customer, a contract, worked hours, and billable hours. Once approved by a supervisor, timesheets can automatically update contract usage and generate a customer bill.
Employees can create tasks associated with documents and assign these tasks to other employees or work groups. The task inquiry screen provides a central location where employees can see tasks that were assigned from any module as well as see tasks that have been escalated for follow up. Acumatica makes it easy for employees to add their task list to a dashboard and drill down inside to view task and document details.
"Employee Portal" is part of the Acumatica ERP line of products, developed by Acumatica.
Acumatica ERP is a horizontal product. It offers functionality designed for usage across a wide variety of industries and business types.