Expense Report App

The Expense app is a cloud-based solution that automates travel and business expense management. It radically decreases the time needed to capture receipts, make expense reports, configure expense policies, and get them approved using several workflow configuration options. It lets workers produce expense reports and send them for review. Moreover, it has multi-currency and sales tax support to support businesses with processes in numerous areas and workforces traveling all over the world.

To provide compliance, it allows you to configure expenditure policies on expenditure categories. It comes with recall and workflow history functions with flexible approval workflow function with single or many approvers. Plus, it supports a hierarchy-based approval workflow in conjunction with the adjust Un-reconciled expenditures.

Here are a few remarkable features of the expense report app:

• Sales tax calculation and multi-currency support
• Expense policies for expense categories
• Multi-site configuration
• Flexible arrangement of expenditure categories and itemization of every category
• Receipt attachment with real-time attachment via cellphone camera or pre-captured receipts
• Recall and workflow history functions

• Flexible approval workflow configuration options

• Utilize OCR for receipt scanning and leverage AI to auto-categorize expenses based on recognized text and patterns

• Easily manage unreconciled expenses within the application
  

Supported languages:

*The app is designed to be utilized in multiple languages including French, Arabic, Spanish.

Integration:

• The app can be easily integrated with Microsoft Dynamics 365, and other ERPs.

Important:

Backend: Our application leverages on Microsoft SharePoint as its backend data source for seamless data management and collaboration.

Guide: User manual and deployment guide are included in the application.

*Pre-requisite for app installation:

1. Microsoft License Requirement: Ensure that your organization holds relevant Microsoft 365 and/or Microsoft Power Platform license(s) for optimal application functionality.
2. Follow the guide to create a connection with SharePoint and configure the flows accordingly.
3. My Approvals application for approval process.

Approval workflow:

*Automate workflow: Design an automated workflow for leave approval using for decision-making based on predefined criteria by using the My Approval App.

*Customizable workflow: The flexible workflow engine in the app can be customized to meet the particular needs of different businesses.

Additional options: For further add-ons, integrations, deployment or customization, reach out to us at info@kaispe.com

Support:

• Break fix support after product deployment will be provided and separate contract will be signed.
• Customers will be able to use our Self-service Portal to log their tickets and additional related materials.
• Hotfixes will be provided to the customers without any cost via email.

More info:

Explore our website to learn more about our products and services, including Microsoft Dynamics 365 and Microsoft Power Platform, as well as our SaaS and PaaS offerings.