Sobre o ExpensePoint

ExpensePoint is a mobile expense management solution for small to large multi-national enterprises that fully automates employee expense report processes. Features include Receipt Reading and imaging, approval routing, credit card uploading, and policy enforcement. The platform serves all global markets and is accessible via any web browser or Android or iOS mobile device.

ExpensePoint's cloud-based platform enables employees to create, submit, approve and process expense reports from anywhere in the world. Once the report is created, each expense is entered, categorized and coded as per the organization’s requirements. The user interface allows corporate credit cards to be loaded directly into the platform. Users can add photo images of receipts to each expense item, as well as fax, email or upload scanned receipt images.

ExpensePoint notifies approvers whenever a report has been submitted for approval. Once approvers are logged in, they get access to all expense report data including accompanying receipts, out of policy expenses, and more. Users can view how many reports require their review, and various view options display details for every line item. Users can decline any line item individually, as well as approve reports with a single click.

Principais benefícios do ExpensePoint

  • Users are able to access ExpensePoint via any browser or any Android, or iOS mobile devices and create and approve expense reports

  • Users can simply take a photo of their receipts and ExpensePoint will automatically create expenses from reading the receipt.

  • ExpensePoint helps simplify the allocation of expenses by categorizing and coding items, including the direct importing of corporate credit cards.

  • Employees are able to add comments at report and line item level, as well as view a complete line item history for improved transparency.

  • The platform provides users with 36 analysis reports that can be run on user based queries, with multiple output options and permissions settings.

  • ExpensePoint allows users to add expenses in multi-currency on a single expense report, along with live foreign currency exchange rates for automatic conversion.

  • Dispositivos

    Porte da empresa

    P M G

    Mercados

    Estados Unidos, Canadá, Reino Unido, Austrália, China e outros 5, Índia, Japão, Alemanha, Brasil, México

    Idiomas

    Inglês

    Imagens

    Accounting Integration
    Real Time Expense Reporting
    Reports can be viewed in summary, detail or even by a rich color graph view which displays the percentage of spend by category
    Reliable Receipt Reading
    Integrated Travel Booking
    Create, approve, and administrate expense reports
    Business Mileage Tracker
    Travel Expense Reporting
    Personal Mileage Tracker
    Mobile App Travel Booking
    Ver mais 11
    ExpensePoint - Vídeo
    ExpensePoint - Vídeo
    Captura de tela do ExpensePoint: Accounting Integration Captura de tela do ExpensePoint: Real Time Expense Reporting Captura de tela do ExpensePoint: Reports can be viewed in summary, detail or even by a rich color graph view which displays the percentage of spend by category Captura de tela do ExpensePoint: Reliable Receipt Reading Captura de tela do ExpensePoint: Integrated Travel Booking Captura de tela do ExpensePoint: Create, approve, and administrate expense reports Captura de tela do ExpensePoint: Business Mileage Tracker Captura de tela do ExpensePoint: Travel Expense Reporting Captura de tela do ExpensePoint: Personal Mileage Tracker Captura de tela do ExpensePoint: Mobile App Travel Booking

    Recursos

    Total de recursos do ExpensePoint: 38

    • API
    • Acesso offline
    • Análise de custos
    • Análise de despesas
    • Análises pontuais
    • Atributos definidos pelo usuário
    • Auditoria
    • Backup automático
    • Categorias personalizáveis
    • Categorização
    • Comentários
    • Conformidade com a lei Sarbanes-Oxley
    • Conformidade com o PCI DSS
    • Controle de despesas
    • Controle de horas e despesas
    • Controle do processo de aprovação
    • Criação de relatórios personalizável
    • Câmbio
    • Digitalização de documentos
    • Edição de texto
    • Gestão da contabilidade
    • Gestão de atividades
    • Gestão de recibos
    • Gestão do fluxo de trabalho
    • Importação de dados
    • Integração de QuickBooks
    • Integração de terceiros
    • Múltiplas moedas
    • Notificações automáticas
    • Painel de atividades
    • Permissões por função
    • Processamento de pagamentos ACH
    • Rastreamento de historial
    • Relatórios de resumos
    • Relatórios de status
    • Relatórios do andamento
    • Seguimento de status
    • Segurança de SSL

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    Avaliações

    Classificação geral

    4,9 /5
    (274)
    Relação qualidade/preço
    4,9/5
    Recursos
    4,8/5
    Praticidade
    4,8/5
    Suporte ao cliente
    5/5

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    Exibindo 5 avaliações de 274
    Trey M.
    Classificação geral
    • Setor: Aparelhos médicos
    • Porte da empresa: 11-50 funcionários
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    Great Piece of Software

    Avaliado em 04/12/2018

    Each employee is able to assign their own expenses to the correct project and then break it out for...

    Each employee is able to assign their own expenses to the correct project and then break it out for the correct department expense. We have all of our transactions automatically uploaded into our system so I know if an employee forgets to turn in expenses. This is a very beneficial aspect of the software that I would not want to lose.

    Vantagens

    I have been using this software for 3 years now and rarely ever have service issues. When I do have an issue, the tech support team at ExpensePoint takes care of it immediately. I like the functionality of the software and ease of use, but what I like most is the people in tech support. The expense reporting needs of our company can be complicated, but the tech support team has always been able to create something for us to make it easier.

    Desvantagens

    We are limited to to a certain credit card company that will allow us to have our transactions automatically uploaded.

    Resposta do ExpensePoint

    Dear Trey,

    Thank you for taking the time to review ExpensePoint. We appreciate your generous feedback. I will be sure to let our support team know they are doing a great job. Your business is important to us and we are so happy to hear that this software has helped to automate your processes with the different functions and ease of use. Thanks again and have a great day.

    Respectfully yours,
    Sherry McKeen VP-Global Client Relations

    Julie B.
    Classificação geral
    • Setor: Aviação e aeroespacial
    • Porte da empresa: 51-200 funcionários
    • Usado Diariamente durante 6 a 12 meses
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    Untangle the mess of expense and credit card reporting

    Avaliado em 08/12/2020

    We have had a smooth implementation and excellent customer service. Our users like the software...

    We have had a smooth implementation and excellent customer service. Our users like the software and the mobile app, and reports are much more detailed and provide documentation that we can save electronically, instead of files and files of paper reports and receipts.

    Vantagens

    The software is easy to use and flexible, and can be customized to fit our ever-changing needs. I like that it has multiple platforms available, and I can use it with QuickBooks Online. It automates the processes that we were doing by spreadsheet - so much easier now!

    Desvantagens

    Our corporate cards are not eligible to automatically feed transactions into ExpensePoint, so I have to periodically upload them manually

    Resposta do ExpensePoint

    Dear Julie,

    Thank you for your kind review of ExpensePoint. "Untangle the mess of expense and credit card reporting" is the best review title I have ever heard. I am pleased that you are finding the system easy to use and flexible to fit your needs. Thank you for your kind comments regarding our support. I will be sure to pass on the accolade. We appreciate your business,

    Sherry McKeen
    VP-Global Client Relations

    Thelesha G.
    Classificação geral
    • Setor: Serviços meio ambientais
    • Porte da empresa: 2-10 funcionários
    • Usado Diariamente durante 6 a 12 meses
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    Complete streamline of our expenses

    Avaliado em 13/02/2021

    Reduced paperwork and printing and improved efficiency throughout the company.

    Reduced paperwork and printing and improved efficiency throughout the company.

    Vantagens

    We have been struggling to keep track of expenses in a way that doesn't seem like an interruption to our workflow. We previously used paper vouchers for accountability and have now cut our printing by almost 50%. There is a receipt wallet which stores all receipts once upload in real time which is a great feature for employees who work primarily in the field. For busy employees, rights can be granted for an administrator to author their reports. The level of tracking by - user, category and project allows you drill down to get a thorough understanding of spending. The printable reports are very professional-looking. We thought the cost was AMAZING for this level of expense tracking' so affordable compared to their counterparts with less features. We also appreciate that we are able to pre-set what GLs can and cannot be used for expenses which eliminates inaccurate coding of expenses. The landing pages to sign in are refreshing. Last, the customer support was top-notch and unlike that of other software companies we've worked with.

    Desvantagens

    We haven't found any major features that were lacking. Those we though were an issue were rectified with additional training.

    David W.
    Classificação geral
    • Setor: Automação industrial
    • Porte da empresa: 51-200 funcionários
    • Usado Diariamente durante 6 a 12 meses
    • Fonte da avaliação

    Classificação geral

    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 0.0 /10

    Worth the money...If it's Free

    Avaliado em 20/05/2019

    The system freezes up when you try to create a report. To work around this, I put my receipts in...

    The system freezes up when you try to create a report. To work around this, I put my receipts in the receipt "Wallet". When I try to create an expense, it links the wrong receipt with my entry. I wish they wouldn't have rushed to bring this system to market. Maybe a competitor of theirs will take their idea and actually make a program that works...

    Vantagens

    It is a good idea, take a picture of a receipt and it will capture the data and make expense reports easy.

    Desvantagens

    It totally fails at accomplishing what it sets out to do. I think they rushed the software to market. It needs to have the bugs worked out of the system.

    Resposta do ExpensePoint

    Dear David,

    Thank you for submitting your review of ExpensePoint. I am so very sorry to hear of your recent negative experiences with our system. As a constant heavy user myself I too would be quite frustrated if I was experiencing these kinds of issues. We really pride ourselves in offering our clients the very best world class customer service and support which the majority of our reviews will attest to. To this end we want to absolutely ensure that you are taken care of to the highest of standards. I have personally reached out to our Manager of Global Support Services, Theresa Hicock and Theresa will be reaching out to you directly to help remedy problems that you are experiencing. Myself and my team are 100% committed to making your experience with ExpensePoint positive and hopefully '5 star' worthy.

    Kindest regards,

    Paul Ansloos - Vice President - Global Sales & Marketing.

    Roxanne L.
    Classificação geral
    • Setor: Gestão de organizações sem fins lucrativos
    • Porte da empresa: 51-200 funcionários
    • Usado Semanal durante Mais de um ano
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    ExpensePoint Review

    Avaliado em 11/11/2020

    The support staff at Expense Point has been extremely helpful and always very quick to respond and...

    The support staff at Expense Point has been extremely helpful and always very quick to respond and resolve any issues I may have. Their customer service is very personal and professional. The ease and organization of communication regarding the expenses submitted between staff and myself has been an immense help for me. The ease of looking up and finding specific expenses is quick and easy.

    Vantagens

    The functionality of Expense Point has been very valuable to me as an administrator. I really love how much I can do and create within the system, I don't have to get Expense Point to set these up, instead I can play in the system and create what I need. It allows me to have the system set-up to fit our company and our unique and complex accounting program. The system is very adaptable and allows me to create report templates and change approval processes easily and quickly, which is an aspect I did not find with other systems we had tried. This aspect also allows the system to grow with us in any changes we may implement in our company.

    Desvantagens

    From an administrator perspective the adaptability and flexibility of the program can be a little difficult navigating at first because there are different layers to fill in when setting up or changing settings. However, once you have done it a few times it's very intuitive and it is easy to follow how all of the parts fit and work together. Unlike other programs I have used, Expense Point allows you to be able to access many features that other programs do not, and that is well worth any learning curve that may be encountered.

    Resposta do ExpensePoint

    Dear Roxanne,

    Thank you for taking the time to review ExpensePoint so favorably. We are happy that the functionality of Expense Point has been valuable in your job. We do appreciate that there is a bit of a learning curve for administrators at first, but knowing these functions are making your life easier to create report templates and change approval processes quickly is an encouragement to us. We appreciate your business and look forward to a long relationship with your company.

    Sincerely,
    Sherry McKeen - Vice President - Global Client Relations

    Exibindo 5 avaliações de 274 Leia todas as avaliações

    Perguntas frequentes sobre o ExpensePoint

    Abaixo estão algumas perguntas frequentes sobre o ExpensePoint.

    O ExpensePoint oferece os seguintes planos de pagamento:

    • A partir de: US$ 8,50/mês
    • Modelo de preços: Assinatura
    • Teste Grátis: Disponível

    All the features including unlimited monthly expense reports for $8.50 per month.

    O ExpensePoint oferece os seguintes recursos:

    • Analysis reporting system
    • Approval override
    • Approval workflow
    • Approve / decline expense reports
    • Auto Expense Creation
    • Auto expense report creation
    • Automatic currency conversion
    • Create multiple reports
    • Credit card data importing
    • Custom integrations
    • Data security and backup
    • Define users by group
    • Editing
    • Email notification
    • Expense history
    • Expense manager
    • Full site management
    • Integration APIs
    • Landing Page / dashboard
    • Line item reconciliation
    • Management features
    • Mobile acces
    • Multi-currency system
    • Offline capability (desktop version)
    • Permissions based system
    • Policy manager
    • Receipt Scanning
    • Receipt imaging system
    • Receipt upload
    • Receipts audit / received
    • Report status
    • Report tracking number
    • Sarbanes Oxley Compliance
    • Unlimited expense categories
    • Unlimited monthly expense reports
    • Workflow manager
    • Xporter - accounting data export system

    Os clientes habituais do ExpensePoint são:

    Pequenas empresas, Grandes empresas, Empresas de médio porte

    O ExpensePoint está nos seguintes idiomas:

    Inglês

    O ExpensePoint é compatível com os seguintes dispositivos:

    Android, iPhone, iPad

    O ExpensePoint se integra com os seguintes aplicativos:

    Google Maps, QuickBooks Online Advanced, Sage Business Cloud Accounting

    O ExpensePoint oferece as seguintes opções de suporte:

    Suporte online, Suporte por telefone, Tutoriais em vídeo, Base de conhecimento, FAQs

    Categorias relacionadas

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