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Expense Approval Pro

Ivero

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 a SharePoint-based 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. Reporting functionality allows you to export selected requests to CSV format, in order to integrate data with other applications.

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

Important 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.

• Supported browsers: IE10 or later, MS Edge, newer versions of Firefox, Chrome, Opera

The trial can be turned into a full version by purchasing Activation Key, the total cost is $499 (one-time fee, for an unlimited number of users, including free updates and support).

For more information, please visit our product site:

http://ivero.net/solutions/ExpenseApprovalPro/index.html

If you have any questions, email us at: apps@ivero.net

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 1.7.1.0 released:

- Added export of expense details into integration feature

At a glance
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