WorkPlace Travel and Expense

An expense tracking solution designed by Paramount Technologies.

Expense

About WorkPlace Travel and Expense

A powerful Travel Approval and Expense Management Solution. Web and Mobile.

WorkPlace Travel and Expense is an advanced web-based and mobile expense management solution that allows organizations to control expenses, increase employee productivity and streamline employee reimbursement.

The out-of-the-box integration with supported Dynamics, Sage, and Blackbaud ERP accounting and project / job cost systems provides instant synergies enabling a seamless process. Traditional approaches of double entry, manual imports/exports, or expensive customizations are not needed. The WorkPlace Expense solution is the natural extension of your ERP installation.

Enforce Corporate Expense Policy and Government Regulations

  • Manage cost with Travel Requests and approvals before the expense is incurred
  • Customizable Questionnaires prompt users to provide key information for specific expense charges (e.g. meals and entertainment)
  • Track and audit expense transactions from travel request to approval and ERP update
  • Compare and approve expenses based on budgets and approved travel requests
  • Google Maps automatic mileage calculation – enforces corporate travel policy by providing a simple and accurate accounting of the user’s mileage driven
  • Import credit card transactions and automatically generate user-specific expense sheets for approval and processing
  • Split expense line items across accounts, projects, and activities

Web and Mobile Entry and Approval

  • Eliminate inefficient paper/Excel expense reporting processes
  • Configurable interface tailored to your organization by user or role
  • Enter expense transaction and capture receipts on a mobile device

Configurable Approval Workflow

  • Unlimited approvals customized to your organization and roles
  • Customizable approvals based on amount, department, budget, project, vendor, etc.
  • Mobile and e-mail alerts and approvals

In-Line Attachment of Receipts

  • Capture and view receipts directly on the screen with each expense item during entry and approval
  • Eliminate mailing of paper receipts and lost receipts

WorkPlace Travel and Expense Is Seamlessly Integrated With:

  • Microsoft Dynamics AX
  • Microsoft Dynamics GP
  • Microsoft Dynamics NAV
  • Microsoft Dynamics SL
  • Sage 100
  • Sage 300
  • Sage 500
  • Blackbaud Financial Edge

Horizontal Features for Multi-Company and Global Business Needs

  • Multi-currency
  • Multi-Company
  • Multi-Language

Product Overview

Industry Focus

Ratio of reviewers by sector.

62%
62%
Professional Services
17%
17%
Distribution
9%
9%
Manufacturing
9%
9%
Non-Profit
3%
3%
Transportation

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