WorkPlace Expense is a web-based and mobile travel and expense system that offers SMBs a single and centralized platform from which to manage the entire expense lifecycle process. Incorporating mobile entry and approvals, advanced optical character recognition, in-line receipt attachment, banking integration, real-time cash advances and on-account balance as well as comprehensive status monitoring and attendee tracking, WorkPlace Expense aims to provide users with an effective yet simple travel and expense solution.
With WorkPlace Expense, users can manage expense entry and approval easily using a mobile device or tablet. To further enhance expense processes, WorkPlace Expense includes an Entry Assistant feature, currency options, robust auto fill and e-mail alerts alongside powerful OCR technology. WorkPlace Expense’s OCR functionality allows users to capture receipt data securely and accurately in real time while the in-line receipt technology enables users to store and view receipts directly on the screen.
Moreover, WorkPlace Expense facilitates ad hoc approval workflows, travel request capacity, automatic expense report creation and flexible General Ledger (GL) distributions. WorkPlace Expense also comprises open payment, advanced tax and configurable questionnaire capabilities. With real-time integration with applications such as Microsoft Dynamics GP, AX, NAV, SL, Sage ERP, Blackbaud, Intacct and Acumatica, WorkPlace Expense equips users with a powerful accounting and enterprise resource planning (ERP) tool.