With WorkPlace Expense, you can achieve just about any spend management goal, eliminate paper-based processes, and provide excellent employee experience! Create, submit, approve to pay, report, and analyze easily, with full tracking and control during the entire expense lifecycle. WorkPlace Travel is the easiest and most comprehensive web-based corporate travel management solution on the market. It isl secure, easy to use, less expensive than any other travel tool, and effective in delivering on your bottom line financial objectives.

Key Benefits:

Mobile Expense Entry & Approvals
Experience easy expense sheet entry and approvals on the mobile app. Capture expense on or off-line with your phone or tablet’s built-in device cameras in seconds. 

  Mobile Travel Booking 
Book travel in seconds, sync trip receipts with expense reports, forward itineraries to coworkers and friends, and view all past/saved/future trips upon login.

Advanced Optical Character Recognition (OCR)
Capture receipt data accurately in real-time while you ensure data security with our robust OCR technology. 

 Travel & Expense Request & Pre-approval Features
Control cost before it’s even incurred. Create expense reports from pre-approved travel requests.  Enforce corporate expense policy as well as government regulations effectively & efficiently.  Manage travel spend by setting limits or flagging high fares, create different policies for different travelers, assigned tiered approvers, and set alerts for lower fares and rates, Now you consolidate all corporate bookings in one solution that is easy to launch, configure, and use, add users and policies, increase user adoption, and Increase traveler compliance

  Direct Connect Credit Card & Banking Integration
Create expense reports from credit card transactions automatically, accurately, anywhere, anytime, with ease.

Advanced Expense Split
Split expense reports, even by line item, into multiple clients, projects, activities, budgets, groups, accounts, individuals, time periods, etc. Composite expenses are as easy as any expense transaction.

Google Maps & Mileage Calculation Capabilities
Enforce mileage policy with accurate mileage driven instantly, with audits via our Google map integration.

Multi-Currency Options
Maintain correct reimbursement & full control of exchange gain/loss.

Powerful Tax Engine
Assign tax schedule by line level, incorporate enterprise-wide tax amount visibility, and adjust recoverable taxes within the system in no time.

Intuitive Expense Type Engine

Capture detailed financial information with a simple list of Expense Types that can automatically be assigned to GL accounts. Gain control & efficiency through automation mapped to your business while providing superior user experience.

Ad Hoc Approvals
Introduce additional approval requirements on the fly while maintaining policies and controls to your original defined configuration, moving process forward across the entire organization.

In-line Receipt Attachment
Capture & view receipts directly on the screen with each expense item during entry & approval process.  Eliminate mailing, or losing receipts.

Powerful GL Distributions
Distribute expense, even by line item, into hundreds of GL accounts in seconds.

Real-Time Cash Advances & On-Account Balance
Experience seamless cash advance as well as on-account balance adjustments on both the expense & ERP sides,
until the entire amount is fully expensed, in real-time. 

Robust Questionnaire Capabilities
Enhance communications, streamline entry, and prompt users to provide key information for specific charges, as a requirement or an option.

Dynamic Rule Engine & Approval Workflow
Implement any corporate spend policy & approval rule you can imagine anytime during the expense life cycle, even at creation!

Attendee Tracking
Allocate expenses at the line level by % or amount across one or more attendees.  Simplify and enforce compliance  for internal and external reporting requirements.

Open Payment Capabilities – (Sunshine Act)
Comply with the Open Payment Act reporting. Allocate travel, meal, gifts, payments, etc. by NPI number, name, and address.  Streamline data entry and compliance for Regulatory reporting requirements.

Filter-Based Controls & Communications Rule Engine 
Communicate effectively while enhancing controls by providing custom automatic feedback with messages to highlight certain conditions when saving, submitting or approving expenses.

Powerful Expense Reporting Metrics  
Gain instand insight from a powerful 360 view of all your KPI's and metrics in one single dashboard, empowering you and your team to manage, evaluate, improve and optimize any area of the business. You have the freedom to define your own metrics, customize the view, sleect from over 15 standard charts, create unlimited personalized charts, and even export the data for use in other applications or slice and dice any way you like. 
 

Powerful Travel Reporting Metrics  
Provide dynamic Angular JS reporting with real ROI calculations and easy to use reports.  Analyze traveler spending, implement “what-if” scenarios to predict spend, measure trip costs and travel trends, and manage employee Duty of Care to assess potential travel risk exposure.

Modern Interface 
Intuitive, attractive, and easy to navigate interface allows your company to onboard users more quickly and build higher user adoption rates. WorkPlace’s intuitive UI allows any user, regardless of their skill level, to go through the procurement or expense cycle with confidence and ease.

Google Maps Mobile Capabilities 
Go beyond managing your business spend and enforcing corporate policy. Now you can save more time while traveling by automatically calculating mileage from within the Mobile App, adding it seamlessly to your expense reports.

Payment Processing Capabilities 
Process Vendor and Employee payments securely, quickly, and directly from within the WorkPlace Spend Management solution, forming a robust, centralized P2P (Procure-to-Pay) platform.

OCR Invoice Capture: https://youtu.be/xKJWi4o_R_g
WorkPlace Product Overview: https://youtu.be/2C21EqHNwhQ
Workplace Mobile App: https://youtu.be/CZPZdDE81rQ

System Requirements:
Sage Intacct Web Services;

Price:
Starting at $5,000

Integration Approved Countries:
United States;