By reckonmarketing

Expense manager

Automation | Data Sync | Document Management
New
Expense manager

Expense manager

For: Reckon One, Reckon Accounts Hosted AU, Reckon Accounts Hosted NZ, and Reckon Accounts Desktop AU/NZ

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Function

Automation, Data Sync, and Document Management

Industry

All Industries

Availability

Australia, New Zealand, and United Kingdom

Trial available?

Yes, 14 days

Compatibility

iPhone, iPad, Android smartphone, Android tablet, Microsoft Windows, and Mac

Developer's website

expensemanager

Contact information

info@expense-manager.com

Support information

Get help

Contact number

From Australia: 02 9672 6880
International: +64 2 9672 6880

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Expense and accounts payable automation.

Expensemanager’s innovative technology automates and makes paper free the entire spend process for businesses. We do this by uniquely offering one single platform for automating expenses, supplier payments and purchases. We are an Australian company delivering world’s best technology with local support and set up.

Key features

Expenses

  • Receipts are capture and cash claims can be created easily on a mobile app
  • Unlimited receipt capture and scan
  • Innovative digital receipts – Receipts direct from merchants flow straight into expensemanager and match to the correct user with auto fill of spend details
  • Automatic daily credit card statements are created and smart matched with the right receipt matched
  • Auto coding on common expense types with user prompts to ensure correct and easy coding
    FBT wizard and reporting

Supplier payments

  • Supplier invoices are scanned, the data is extracted and payment requests automatically created – eliminating all manual entry
  • Suppliers are validated on invoice receipt and alerts to A/P if the supplier is unknown so only valid suppliers are approved and paid.
  • Duplicate invoices are detected on receipt and alerts sent so no more paying invoices twice.

 Purchase Orders

  • PO creation with supplier verification
  • Assign spend to projects or activities for forecasting and track against budgets
  • Highly configurable approval workflow options and mobile approval
  • Suppliers can receive a PDF purchase order document with all of the information and company logo
  • Purchase orders are automatically matched to invoices
  • One purchase order can be created for multiple payments, with auto-deduct on receipt of invoices and running balance.

All modules

  • Highly configurable approval workflows with approval limit verification and automatic routing. Approval can be done from a mobile device
  • Configurable reminders for submit and approval keeps the process flowing quickly
  • Auto GL coding and split allocation
  • Tracking codes
  • Multi-entity configuration & multi-currency
  • Audit trail
  • A/P portal with edit/review/reject options
  • Reporting
  • Unlimited receipt and invoice storage online and archive file automatically created for easy in-house server storage.

Why use this app?

  • Staff are free from paper receipts and manual expense claims. Completing an expense claim is done in minutes.Supplier invoices are paper free and approval and coding is completely automated
  • Cost to process is significantly reduced with completely automated workflow for all staff – claimants, approvers and finance team
  • Mobile app for on-the-go functionality
  • Frees up staff to work on higher value tasks
  • Error free coding and no re keying of data to finance system
  • Ensures policy compliance with user prompts
  • Spend is controlled
  • Higher visibility of spend and better reporting
  • Precise FBT reporting.

Who is it for?

Expensemanager has been designed for small to medium size businesses who have staff paying for expenses on a company credit card or being reimbursed. It replaces the paper receipts and manual expense claims with a completely paper free and automated process.

For any business who are processing their supplier payments manually and want to get rid of paper invoices and re keying of data to their finance system.

For any business that want to control their spend with an automated purchase order function.

For businesses that want to give their staff the freedom to do these tasks on the go.

What type of data is shared between the app and Reckon?

  • Customers
  • Payments
  • Invoices
  • Images

 


Note: Expensemanager for Reckon Accounts Desktop available through file import only.

testimonials stars

We started using the expense module and quickly saw the benefits of automation and not having to keep paper receipts.

Based on the success of rolling out the expensemanager expense module, we decided to then look at automating our invoice process. As a result of taking up this module we are now completely paperless. We saved hard dollars in printing, filing, storage and man hours. The return on our investment IS absolutely there!

The last piece of the automation puzzle was finished when we took up the Purchase Order module. We now have high visibility and control over our spend before it happens. And because all the module are integrated there was little training required for our users with the same user friendly interface across all modules.

Not only have we reaped the benefit of automation and no more paper we have built a successful partnership with expensemanager who are always willing to work with our specific needs and being local, they are just a phone call away.

— Gavin Finn, Financial Controller, Peoplebank

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