Expenses Feature

Key Aspects

• Expense Entry: Employees can enter expenses related to their job, including categories, descriptions, quantities, rates, and totals.
• Document Upload: Supports uploading of receipts and other supporting documents to provide evidence for the expenses claimed.
• Automatic Billing: Configurable to automatically bill expenses back to clients in staffing companies, including attaching supporting documentation to the invoices.
• Administration and Management Reporting: Provides comprehensive reporting on expenses by item, division, department, or any dimension, for any date range.
• Integration with Timecards: Can be enabled across all jobs and timecards, ensuring consistency and ease of use.
• Detailed Breakdown: Provides a detailed breakdown of all expenses entered, making it easy to review and approve.

Benefits

• Proper Documentation: Ensures that all expenses are properly documented with receipts or other evidence, simplifying the audit process.
• Streamlined Reimbursement: Facilitates a smoother reimbursement process for employees by keeping all expense-related information and documentation in one place.
• Client Billing: For staffing companies, enables seamless billing of expenses to clients, ensuring transparency and proper cost allocation.
• Efficiency: Reduces the administrative burden on both employees and managers by simplifying the expense entry and approval process.
• Flexibility: Provides flexibility for various types of expenses and supports multiple categories and descriptions, accommodating diverse needs.
• Comprehensive Reporting: Offers robust reporting capabilities, allowing administrators and managers to analyze expenses by different dimensions and over any date range, aiding in better financial control and decision-making.

Best Suited For…

• Field Workers: Ideal for employees who incur regular expenses as part of their job, such as travel, meals, and supplies.
• Consultants and Contractors: Useful for consultants and contractors who need to document and bill for their expenses.
• Staffing Agencies: Beneficial for staffing agencies that need to manage and bill client-related expenses efficiently.
• Large Enterprises: Suitable for large organizations with numerous employees and varied expense reporting needs.
• Project-Based Work: Perfect for project-based work where tracking and documenting expenses is critical for budget management and client billing.