A powerful Travel Approval and Expense Management Solution. Web and Mobile.
WorkPlace Travel and Expense is an advanced web-based and mobile expense management solution that allows organizations to control expenses, increase employee productivity and streamline employee reimbursement.
The out-of-the-box integration with supported Dynamics, Sage, and Blackbaud ERP accounting and project / job cost systems provides instant synergies enabling a seamless process. Traditional approaches of double entry, manual imports/exports, or expensive customizations are not needed. The WorkPlace Expense solution is the natural extension of your ERP installation.
Enforce corporate expense policy and government regulations
- Manage cost with Travel Requests and approvals before the expense is incurred
- Customizable Questionnaires prompt users to provide key information for specific expense charges (e.g. meals and entertainment)
- Track and audit expense transactions from travel request to approval and ERP update
- Compare and approve expenses based on budgets and approved travel requests
- Google Maps automatic mileage calculation – enforces corporate travel policy by providing a simple and accurate accounting of the user’s mileage driven
- Import credit card transactions and automatically generate user-specific expense sheets for approval and processing
- Split expense line items across accounts, projects, and activities
Web and mobile entry and approval
- Eliminate inefficient paper/Excel expense reporting processes
- Configurable interface tailored to your organization by user or role
- Enter expense transaction and capture receipts on a mobile device
Configurable Approval Workflow
- Unlimited approvals customized to your organization and roles
- Customizable approvals based on amount, department, budget, project, vendor, etc.
- Mobile and e-mail alerts and approvals
In-line attachment of receipts
- Capture and view receipts directly on the screen with each expense item during entry and approval
- Eliminate mailing of paper receipts and lost receipts
WorkPlace Travel and Expense is seamlessly integrated with:
- Microsoft Dynamics AX
- Microsoft Dynamics GP
- Microsoft Dynamics NAV
- Microsoft Dynamics SL
- Sage 100
- Sage 300
- Sage 500
- Blackbaud Financial Edge
Horizontal Features for Multi-Company and Global Business Needs
Reviews of WorkPlace Travel and Expense Write a Review
No reviews have been submitted. Do you use WorkPlace Travel and Expense? Write a review, and help other organizations like yours make smarter, more informed software selection decisions!