Expense Report App
by KAISPE LLC
Test Drive duration: 2 hours
Track your business travel expenditures in one place to streamline expenditure management
The expense app is a cloud-based solution that automates travel and business expense management. It radically decreases the time needed to capture receipts, make expense reports, configure expense policies, and get them approved using several workflow configuration options. It lets workers produce expense reports and send them for review. Moreover, it has multi-currency and sales tax support to support businesses with processes in numerous areas and workforces traveling all over the world.
To provide compliance, it allows you to configure expenditure policies on expenditure categories. It can be integrated with various ERPs, including Microsoft Dynamics Business Central, Microsoft Dynamics 365 F&O, etc. It comes with recall and workflow history functions with flexible approval workflow function with single or many approvers. Plus, it supports a hierarchy-based approval workflow in conjunction with the Adjust Un-reconciled expenditures.
Here Are A Few Remarkable Features of The Travel Expense Report App:
- Sales tax calculation and multi-currency support
- Expense policies for expense categories
- Multi-site and multi-currency features
- Flexible arrangement of expenditure categories and itemization of every category
- Receipt attachment with real-time attachment via cellphone camera or pre-captured receipts
- Recall and workflow history functions
- Flexible approval workflow configuration options
- Utilize OCR for receipt scanning and leverage AI to auto-categorize expenses based on recognized text and patterns
- Easily manage unreconciled expenses within the application
Supported languages:
Integration:
- The app can be easily integrated with Microsoft Dynamics 365, and other ERPs.
Important:
*Pre-requisite for app installation:
- Microsoft License Requirement: Ensure that your organization holds relevant Microsoft 365 and/or Microsoft Power Platform license(s) for optimal application functionality.
- Follow the guide to create a connection with SharePoint and configure the flows accordingly.
- My Approvals application for approval process.
Approval Workflow:
Support:
- Break fix support after product deployment will be provided and separate contract will be signed.
- Customers will be able to use our Self-service Portal to log their tickets and additional related materials.
- Hotfixes will be provided to the customers without any cost via email.
More info:
Explore our website to learn more about our products and services, including MS Dynamics 365 and Power Platform, as well as our SaaS and PaaS offerings.