Configure expense forms to meet the particular requirements and business rules of your own organisation.

Manage travel requests, advances, expense forms, and credit card statements.

Devise your own rules for authorization and review, including additional conditional steps based on expense types, and document values.

Use expense forms to manage:

• The capture of out-of-pocket expenses for reimbursement to Employees (these might include cash disbursements and/or mileage values, or other types of expense)
• The optional recharging of expenses to Clients
• The optional uplifting of expenses during recharging
• The appropriate treatment of taxes
• All required Accounting Ledger bookings
• The capture of 'invoiced' expenses
• The capture of additional charges (including, for example, the sale of products)
• Integration of Expense Forms and Timesheets for ease of entry
• The import and presentation of electronic credit card statements

• Unlimited Expense Form Types (for Advances, Travel Requests, Expenses, Credit Card Statements, etc.)
• Expense Entry through Professional Services Workbench or Timesheet Client by Employees, or through Journal Entry by Users
• Expense Budgeting, using Journal Entry
• Precoded Expense Types to avoid errors in Account Code entry
• Expense Entry, Approval and Review workflow
• Flexible transaction export to accounting systems
• Optional Multi currency expense entry
• Unlimited Credit Card Types
• Optional Partial Return of Expense Forms to Employees or Authorisers
• Rules based validation of Expense transactions
• Alternative workflow options
• Optional Proxy entry