Calculating and processing employee expenses is a time-consuming admin task that most businesses have to deal with on a regular basis. Expense management solutions are designed to remove much of the administrative overhead from this process, creating a seamless end-to-end experience. Rather than relying on spreadsheets and paper-based forms, expense management solutions leverage the power of mobile apps or web-based applications, centralising the relevant data. Using an expense management solution that integrates with your ERP system, such as Microsoft Dynamics 365, provides a seamless link to your business financials, allowing you to post expenses with no rekeying.
Continia Expense Management
Continia is an expense management solution which was developed specifically for Microsoft Dynamics, allowing for easy processing of expenses without the need for a separate application. Continia sits as an add-on for Dynamics and can be deployed alongside both on-premises and cloud solutions. It provides a clear overview and easy management of all types of incoming expenses without having to use other systems. Key features include:
Submission of receipts on the go
Business travelers no longer need to return to the office to bring in their travel report with paper receipts. They can do everything related to this on the go with Continia Expense Management. Through the Expense Management app, travelers can do their expense reporting on the go in just a few steps: they take a picture, fill out required fields and send directly to bookkeeping. Mileage registration is handled in the same way.
All configuration of fields showing in the app is done from Microsoft Dynamics , and once the expense report has been sent in by the traveler, all digital receipts will be visible in Dynamics.
Automatic credit card matching
Continia Expense Management enables you to import employees’ credit card spending directly into Microsoft Dynamics and automatically link the individual spending line with a registered receipt. Once matching of transactions and expense reporting is done, finance will have a full overview of transactions missing documentation from the employee.
Access documentation directly from Microsoft Dynamics
Continia Expense Management will daily collect the traveler’s activities and send it to Dynamics. This will give you a complete overview of expenses for the company in real time. These activities are recorded as entries and travel expenses are handled like everything else in Dynamics.
Approval workflows for everyone
Approving expenses can be done either directly in Microsoft Dynamics or online using a web browser – enabling everyone in the organization to access the approval workflow. Approvers can see the original expense on the screen and either accept, reject, place it on hold, or forward it to another person for review or approval. Comments and attachments can easily be added too.
With Continia Web Approval Portal, all employees with no direct access to Microsoft Dynamics gain the same opportunities to approve expenses and other documents. No matter where the employee is located, all that is required for accessing and approving documents is internet access.
Calculating and processing employee expenses need not be a time-consuming admin task. For further information on Continia Expense Management, visit the websites linked in this post or get in touch. Continia’s solutions are designed to remove much of the administrative overhead from the process, creating a seamless end-to-end experience.