WorkPlace Expense Pricing, Features, Reviews & Comparison of Alternatives

WorkPlace Expense

Web-based & mobile travel & expense solution

4.0/5 (5 reviews)

WorkPlace Expense overview

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.

Pricing

Pricing options
Free
Free trial
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada, Middle-East and Africa

Supported languages

English
WorkPlace Expense screenshot: In-line receipt attachmentParamount WorkPlace: Expense Solution - Entry and ApprovalWorkPlace Expense screenshot: Google Maps & mileage calculations capabilitiesWorkPlace Expense screenshot: Real-time cash advances & on-account balanceWorkPlace Expense screenshot: Powerful GL distributionWorkPlace Expense screenshot: Advanced OCR mobile entry

WorkPlace Expense reviews

Excellent
0
Very good
5

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  3.5
  3.5
  4.2
  4.4
Cheryl Anselmo

Review of WorkPlace Travel & Expense module

Used daily for 2+ years
Reviewed 2016-11-29
Review Source: Capterra

I am the Controller for Quadax and the final Reviewer for Expense reimbursements. Our Company has a complex Organization chart, so we have a lot of Approval Lists and Routing Rules. But once these are set-up, WorkPlace is easy to maintain. It is also helpful that Travel requests can route differently and be based on different criteria than the expense sheets. I especially like the feature that creates the expense sheet from an Approved Travel request. My travelling account reps really like the WorkPlace Mobile App for taking pictures of meal receipts, etc., while on the road. My Sr. VP's like that they can filter the Travel requests and Expense sheets during approval. I like that the attachments show up in the side window for quicker review (not having to open an attachment). We process expense sheets weekly for payment and the synchronization with our ERP has been working effortlessly. WorkPlace Travel & Expense has been a huge factor in our effort to go paperless and has improved the timing of our employees expense reimbursement payments. This makes everybody happy!Easy to learn and navigate for the end users. Because it is web-based, it can be used from almost anywhere. Makes processing expense reports quicker and more efficiently.

Read the full review

Scott Dimmick

Workplace Expense

Used daily for 2+ years
Reviewed 2016-11-10
Review Source: Capterra

The automated routing rules and flexibility have allowed us to create a very flexible and dynamic approval process for our expense reports. We are a third party administrator for many different companies so the ability to successfully process under each companies unique guidelines is a major plus. We do appreciate that any customization requests that have been created and fulfilled have been turned into system configuration options in future releases thus making sure we are always using supported base code.The system is extremely flexible in configuration and routing allowing us to adapt and change quickly to our business needs

Read the full review

Betty Sue Isaacss

Generally good!

Used daily for 2+ years
Reviewed 2016-11-10
Review Source: Capterra

I like the expense module for WorkPlace. If I had a wish list, it would include: 1) Being able to assign an "invoice number" to the expense report (currently is sent to SAGE with a system assigned voucher number) 2) Being able to attach documents to the expense reports after it has been processed and sent to SAGE. Often receipts come in late and it would be nice to attach it to the original document 3) Having a search capability that captured both the expense module and the check request module. Research on a GL requires searching both modules and combining them. Overall we are happy with the expense processing, but as noted there are a few improvements I would recommend. Very user friendly in terms of navigation.

Read the full review

Dennis Yu

Gateway Casinos

Used daily for 1-2 years
Reviewed 2016-11-10
Review Source: Capterra

I am using an older version of Workplace. I rather make put in more comments after the upgrade of GP then Workplace.

Read the full review

Joseph Kunkiewicz

Time Entry Review

Reviewed 2011-04-25
Review Source: Capterra

I would highly recommend this product to any small/mid-sized company that is looking to track and bill employee time.- Ease of use - Web based - Tight integration into ERP system - Willingness of development group to work on and implement our enhancement requests into the product

Read the full review

WorkPlace Expense pricing

Pricing options
Free
Free trial
Subscription
View Pricing Plans

To receive accurate price information, contact WorkPlace Expense directly.

WorkPlace Expense features

Accounting Integration
Activity Dashboard
Automatic Reminders
Expense Tracking
Invoice Management
Multi-Currency
Real Time Data
Reporting & Statistics

API (172 other apps)
Accounting Management (113 other apps)
Auditing (82 other apps)
Automatic Notifications (107 other apps)
Billing & Invoicing (117 other apps)
Compliance Management (81 other apps)
Customizable Reporting (91 other apps)
Data Import/Export (101 other apps)
Electronic Payments (107 other apps)
Invoice Processing (97 other apps)
Receiving (90 other apps)
Third Party Integration (102 other apps)

Additional information for WorkPlace Expense

Key features of WorkPlace Expense

  • Corporate card payments
  • Automated expense input
  • Billable hours tracking
  • Receipt management
  • Expense tracking
  • Time & expense tracking
  • Expense claims
  • Activity dashboard
  • Approval process control
  • Invoice management
  • Multi-currency
  • Reimbursement management
  • Spend control
  • Workflow management
  • Accounting integration
  • ERP integration
  • Electronic submission
  • Search functionality
  • Reminders
  • Real time analytics
  • Real time data
  • Real time monitoring
  • Real time notifications
  • Real time reporting
  • Real time updates
  • Mobile integration
  • Mileage calculations
  • Travel management
  • In-line receipt attachment
  • Dynamic workflow
  • Customizable approvals
  • Assignment management
  • Balance sheert
  • Split expense reports
  • General ledger distributions
  • Travel request management
  • Attendee tracking
  • Questionnaire capabilities
  • Financial analysis
  • Status monitoring
View All Features

Benefits

WorkPlace Expense is available as an iOS and Android mobile application, affording users the flexibility to manage approvals and enter time and expense transactions on the move.

WorkPlace Expense supports integration with ERP accounting software such as Sage, Intacct and Acumatica, allowing users to manage the expense lifecycle efficiently.

WorkPlace Expense includes advanced optical character recognition, enabling users to capture comprehensive receipt data securely and accurately.

With travel request and pre-approval features, users can create travel requests quickly and generate expense reports from pre-approved travel requests easily.

WorkPlace Expense offers a simple and intuitive dashboard with which users can monitor the status of any transaction or approval request in real-time.