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Advanced Expense Management

EXPENSE MANAGEMENT AND AUTOMATION SOFTWARE

MANAGING REPORTS IS A WASTE OF TIME
CREATE EXPENSE REPORTS IN REAL-TIME

Expense reporting is tedious. It eats up your employees’ time to fill out expense reports, which are often in the form of spreadsheets. Your managers then struggle to make sense of the reports.

It is possible to automate the entire process. Pre-approve trips and expenses. Record receipts digitally. Automatically verify amounts and approve payments. DocLib’s Expense Management and Automation software can give you back your most precious asset: your time!

advanced-expense-icons-01-minPreapprove expenses based on your business rules.

advanced-expense-icons-02-minSimplify employee reporting to increase compliance and save time.

advanced-expense-icons-03-minIntegrate directly with ERP or accounting software.

advanced-expense-icons-04-minAutomate expense reimbursement.

advanced-expense-icons-05-minMobile access to reporting and management.

advanced-expense-icons-06-minProtect your organization with a detailed audit trail.

Expense reporting and management that travels with you

Your employees are mobile. They work from wherever they are: across town, another state, or halfway around the world. Provide a tool that allows them to capture expenses wherever they are. Improve their productivity by allowing them to submit reports from airports, hotels, or at the restaurant where they just closed a new account over lunch.

Automate the approval process

Team members can submit travel requests to management for approval. Your managers can receive those requests on any device they are currently using and then instantly approve or deny the request. Some expenses are routine and could be approved automatically. You can set the workflows to handle the requests based on your business rules.

Integrate directly with the applications that you already use

The last thing you need to manage is another tool. That is why DocLib will easily integrate directly into your pre-existing software. You already store all of your other financial information, such as purchase orders and invoices, in your ERP system. It only makes sense to store expenses and receipts in the same system.

Completely customizable workflows and reporting

Automation only has value if it can work the way you do. It does not make sense that you have to change your business process to match a piece of software. DocLib was designed from the ground up to be flexible without expensive custom configuration. Get customized reports to meet your needs and implement workflows that align with your business.

SUBMIT REQUEST  →
AUTOMATE APPROVALS  →
SCAN RECEIPTS →
SUBMIT REPORT  →
DIGITAL ARCHIVE

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