Module



Expense Reports Module

(winner of Credit Union Journal Best Practices Award for 2007)

Create and automatically route expense reports. Empower your employees to route expense reports to their supervisor and then to your accounting department securely.

  • Module Highlights

    • Expense Reporting Made Easy

      Create detailed expense reports and automatically submit them to your supervisor. Support for mileage items and reimbursement rates are included. Even save drafts of unfinished reports while in the road.

    • Tracking and Approvals

      Take the painful follow-ups out of your expense reporting and discover how organizations are streamlining the expense reporting process. Supervisors automatically receive alerts when an expense needs approval.

    • Secure and Transparent Reporting

      An electronic trail always follows your expense reports to identify the employees who have viewed, forwarded, and approved a report. You can export your data to your preferred accounting solution and maintain a one-stop source for your employees reporting.

  • Included Islands

    • My Expense Reports

      Place this island anywhere on the Portal where you want employees to go for reporting their reimbursable expenses. This will give them the ability to check the status on any previously submitted reports and even receive notifications on approvals and payments.

    • Approve Expense Reports

      As a supervisor, use this island to review and approve any expense reports from your subordinates. You may decline a report and include comments for your employees to use when correcting reports.

    • Pay Expense Reports

      Accountants use this island to review, pay, or reject all expense reports submitted via the Portal. Accountants will also have the ability to download all expense report in .CSV format for the easy import into your accounts payable systems.

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  • Buying info
  • Case Study