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Expense Approval Pro

by Ivero

(10 ratings)

Sharepoint-based Expense Management System

Expense Approval Pro for Office 365 is available as a free, fully-featured 14-day trial (1xSite License with an unlimited number of end-users).

The Expense Approval Pro is expense management software system, that streamlines and automates the workflows associated with creating, approving and controlling expense claims. The system allows managers to quickly & easily create an unlimited number of custom expense request forms with customizable form fields, customizable spreadsheet fields, and custom subtotals formula for Total Amount calculation.

Key features

• Create an unlimited number of different expense request forms (i.e. Mileage reimbursement, Travel reimbursement etc)

• Customizable approval form fields (supports numerous field types such as Text, Choice, Number, Currency etc.)

• Customizable spreadsheet fields with subtotals calculated by a user-defined formula

• Customizable approval paths (1-6 approvers)

• Can be integrated with many systems via Microsoft Flow (i.e. Dynamics 365,Salesforce,Slack etc)

• Excel-like interface for viewing and working with expense data

• Access management (three levels of users: Employees, Administrators and Managers)

• Allows groups of Managers the ability to perform administrative functions on selected requests types

• Customizable display settings (default currency, company name)

• Email notification of approval requests

• Customizable email templates with the ability to define CC email notifications when the process is started or finished

• Ability to export selected requests to CSV and MS Excel

• Ability to print expense requests

• Ability to add multiple attachments to requests

• Ability to setup automatic approval thresholds


To discover more about what we offer please open the product page.

Installation Notices

• The user who installed the add-in for the first time automatically become an administrator with the ability to assign admin roles to others

• Add-in installer installs two sample expense request templates that can be edited or deleted.

• The trial can be turned into a full version by purchasing Activation Key, the total cost is $699 (one-time fee, for an unlimited number of users, including free updates and support).

• After installation, you can pin the add-in to SharePoint top/left menu, or MS Teams, it's explained in the product FAQ .

Support

Have questions or need assistance with our app? We're here to help! Reach out to our support team at support@ivero.net. We strive to provide prompt and friendly assistance to ensure you have a seamless experience with our app.

If you need more advanced features, you can consider Approvals Center (our newest product designed for modern SharePoint UI, also available on the Office Store):

https://ivero.net/solutions/ApprovalsCenter/index.html

Check out our promotions:

• 9 Sharepoint add-ins at a reduced price, more info: http://ivero.net/app-bundle.html

• 20% discount for registered charities

Version 1.7.6.9 released:

- added ability to disable(hide) request template

At a glance

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