Expense Report Automation involves not only the way Expense Reports are created, but how they are reviewed, verified, and approved for reimbursement. For employees, automation of this process means less time spent gathering and entering expenditures, as well as uncertainty of when their reimbursement will come through. For Managers, it eliminates the hassle of having to verify totals, make corrections, and chase down additional information. For your Accounting Department, it eliminates the frustration of matching corresponding documents (e.g., POs, Receipts, and Invoices), as well as ensures that all submitted expense information is complete and correct – and ready for reimbursement.
Use OCR technology to replace paper receipts and invoices required as proof of expenses.
Get Approvals to and from the right people with minimum effort, and maximum efficiency.
Maintain accuracy throughout the process, and prevent the need for double-checking.
Integrate with Dynamics GP, NAV, AX, NetSuite and more to correlate and extract data from any source.
When done as a manual process, Expense Report submission and reimbursement is a necessary evil. However, once automated, it can be a breeze – completed quickly and effectively – from start to finish. Make it fast and easy for employees to provide accurate, complete information. Simplify the document matching process. Find a document or expense on demand without filing or shuffling papers to do it. All of this, and more, is achieved through customized Expense Report Automation.
Submit receipts via Optical Character Recognition (OCR) directly into the system where information is then automatically, accurately, and completely captured.
Expense Report Automation reduces receipt-hoarding by employees, and also alleviates the need for Accounting to shuffle through a hodge-podge of supporting documentation.
Set up business rules to make sure the right people are making the right decisions about expenditures: ensuring that expenses are appropriate and reimbursable – compliant!
DocuPhase provides skillful and knowledgeable experts to design custom Expense Report Automation, as well as a highly skilled and dedicated support staff.
Statistics show that approximately 20% of Expense Reports contain errors that cost your organization both time and money:
Expense Automation maximizes efficiency for the employees submitting reimbursement requests, and for those processing them:
Use the robust DocuPhase Reports and Analytics offerings to see details, and how they form a bigger picture:
Partnering with the accounting automation & document management experts at DocuPhase enables you to create organizational transformation. Discover how automation can help your team solve your most pressing process problems, while becoming more organized and consistent in your daily work.
I love how easy it is to make changes to a process and how easy it is to work with the software.
We looked at many systems and this seemed to work best and was was able to be customized to our needs. We have not lost any file folders since this started!
The DocuPhase team are fantastic collaborators, as we look for solutions together. The DocuPhase software is very intuitive yet flexible to allow for customized solutions.