ExpensePoint est une solution mobile de gestion des dépenses pour les petites et grandes entreprises multinationales qui automatise entièrement les processus de rapports de dépenses des employés. Les fonctionnalités comprennent la lecture et la capture des reçus, le routage d'approbation, le téléchargement des cartes de crédit et l'application des politiques. La plateforme dessert tous les marchés mondiaux et est accessible via un navigateur web ou appareil mobile Android ou iOS.
La plateforme sur cloud d'ExpensePoint permet aux employés de créer, soumettre, approuver et traiter des rapports de dépenses de n'importe où dans le monde. Une fois le rapport créé, chaque dépense est saisie, classée et codée selon les exigences de l'organisation. L'interface utilisateur permet aux cartes de crédit d'entreprise d'être chargées directement dans la plateforme. Les utilisateurs peuvent ajouter des captures des reçus à chaque dépense, ainsi que des télécopies, des e-mails ou télécharger des images de reçus numérisés.
ExpensePoint notifie les approbateurs chaque fois qu'un rapport est soumis pour approbation. Une fois les approbateurs connectés, ils accèdent à toutes les données des notes de frais, y compris les accusés de réception, les frais hors politique, etc. Les utilisateurs peuvent afficher le nombre de rapports nécessitant leur examen et différentes options d'affichage visualisent des détails pour chaque ligne. Les utilisateurs peuvent refuser des lignes individuelles, ainsi qu'approuver les rapports en un seul clic.
We have been using ExpensePoint for a few years now and we have nothing but positive things to say about the software and Team. We recently engaged ExpensePoint for a project to upgrade the way our expenses are uploaded to our financial system. The ExpensePoint team was very helpful throughout the whole process. From listening to what we needed to delivering the upgraded features to the system. We recently rolled this out globally and it is a game changer! The amount of manual data entry we were doing before this project was astronomical. The new process is not only efficient but very simple with just a few clicks of the button. We highly recommend ExpensePoint. Thank you for the continuous support.
Overall the system is great. One thing that could be updated is adding a search field to the User tab. Having so many users and scrolling through can be a pain. Another update could be to allow more lines to be exported at a time. Currently I believe it is only 5,000 and when running a report for a large category like client entertainment I have to pull it several times to get the full year. Again these are small items but would be nice to have.
Thank you so much for your great review of ExpensePoint; we really appreciate it. I wanted to make note from your feedback re: Search functionality and also the maximum of 5000 records for export. You will be pleased to know that we are already in the process of adding a search function in the User & Group Manager which will make things much easier for you looking up employee profiles. Also we are going to be expanding our maximum record length for so that you won't have to run multiple reports. Both these enhancements should be rolling out before the end of October. Thank you again for your excellent review and feedback. We are very thankful to have SSI as our client.
Paul Ansloos - Director of Global Sales and Marketing
Expense Point takes the guess work out of expensing the many transactions that come through our company. We have almost 100 credit cards that are used on a regular basis. I am able to take care of all of this by myself with the help of the Expensepoint program. Theresa our account rep is very helpful and always courteous! Thank you!
If there is something I cannot understand or figure out, our account rep Theresa helps me through it every time! She has come up with some great solutions for issues I have encountered on our end. It is also very easy to understand and navigate for all of our users.
There should be a help section where you can type in what you need help with to search the database for answers. All I have ever seen are the links to video tutorials.
Thank you for the amazing review of ExpensePoint. We really appreciate your feedback and we are very happy that ExpensePoint is working well for you and your team. Thank you for your feedback on the help feature. I wanted to point out that we are working on an Frequently Asked Questions (FAQ) system that will be built into ExpensePoint. This will allow you to put in a keyword and obtain answers to your questions. I will make sure your support team lets you know when this feature comes available.
Thank you for being our client. It is a pleasure for us to serve you.
Paul Ansloos - Vice President Global Sales & Marketing
Overall very good experience.
For the most part it's user friendly. On occasion when we do experience hiccups I know I can rely 100% on their support team - specifically Theresa. She responds quickly to any concerns that I have and will work closely with me or our team to to resolve any issues that may arise.
The software only allows one receipt per one transactions. For example, a hotel receipt may have accommodation - food - parking on 1 invoice, we like to break these transactions down - however, we cannot tie this 1 invoice to multiple transaction lines.
Thank you for taking the time to provide a review for ExpensePoint. I am pleased that everything is going well with your program and thank you for your great comments regarding our support. We certainly know how important it is to ensure that our clients receive the support that they need quickly. Thank you for comments about Theresa; I will certainly pass them along to her. Regarding your comments about attaching one receipt to one transaction I will have Theresa reach out to discuss this as we do have a split function that will allow you to split an expense which will then tie back all the splits to one single receipt. Finally, thank you for choosing ExpensePoint and for being our client; we really appreciate it.
Paul Ansloos - Vice President - Global Sales & Marketing.
Overall experience with ExpensePoint has been great. Truly the best expenses software I have ever used by far.
Apart from being a 100% user friendly to both users and admin, what I really like about expensepoint is that it can be customized according to business needs. And when it's customized, it even works like magic! Also, when ExpensePoint team promises you the best customer service, they actually mean it! They're always available to help you anytime, wherever part of the world you may be.
Limited information displayed for the transactions (description not shown) when viewing the entire report which is a bit difficult when browsing quickly to look for a specific transaction by its description. I would need to open each transaction to see it's full description.
Thank you for taking the time to provide your wonderful comments about ExpensePoint. I am very pleased with your overall experience with not only the program but also with our company service and support; it means a lot to us to hear those things from clients.
I have also asked your support team to contact you to see if there are better ways for us to expand on the viewing experience when looking at transactions. We are always seeking client feedback to better the program which in turn provides a better user experience for all our clients; Thank you for this feedback. Finally, thank you for choosing ExpensePoint as your employee expense management tool. It is a pleasure to have Deloitte as our customer.
Paul Ansloos - Vice President - Global Sales & Marketing
Let me preface this review with the fact that I work for a small non-profit with about 55 employees. ExpensePoint works well as an expense reporting program.
With the help of our customer service rep, I was able to setup our account code structure and approval chain. The account structure requires a sort of high level programing to assign certain departments different account codes and project numbers, etc. I don't come from an IT background, but I know my way around a computer, and I didn't have an issue setting this up with a little help from our customer rep.
Our business assigns project codes to different account codes almost annually, so it can be a challenge to then go into ExpensePoint and change a bunch of the rules so staff can access the correct account codes. They could improve the account code chain setup and make it simpler to edit them. The approval chain will require some tweaking from time to time as the business structure changes, but is much easier to manage than the account structure. We also make use of the credit card integration so that our staff can create credit card expense reports in ExpensePoint. It was a bit of a challenge, but we were finally able to get Visa to give us the correct file type needed, and now it works flawlessly.
We also have the reporting section of the program which allows us to run reports based on almost every input field in an expense report.
ExpensePoint can also be integrated with accounting software, such as Financial Edge. I can't speak to how well that works, as we're still in the process of getting the two programs integrated.
The only major issue we have had is that there is no way to file expense reports when they have been paid/ approved through the system. So, when I go into my account I still have old expense reports from 2012 sitting in my profile. If they could make it so that after the end of the year, every report dated 2014, for example, would go into a folder labeled 2014, it would really streamline the experience. This may be a minor complaint, but it is quite annoying. All in all, I would say that it's a solid program that does what we ask it to.
Thank you for your great and very constructive feedback. Our team have been notified of your suggestions and will look at integrating them into future upgrades of ExpensePoint.
Thank you for being our customer.
Director of Sales and Marketing
Voici quelques-unes des questions fréquentes sur ExpensePoint.
Types de licences disponibles pour ExpensePoint :
À partir de: $7.5/mois
Type de licence: Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de ExpensePoint.
Utilisateurs habituels du logiciel ExpensePoint :
Grandes entreprises, Entreprises de taille moyenne, PME
Langues dans lesquelles ExpensePoint est disponible :
Types de licences disponibles pour ExpensePoint:
Appareils pris en charge par ExpensePoint :
Android, iPhone, iPad
Applications s'intégrant à ExpensePoint :
Google Maps, QuickBooks, Sage Accounting
Ressources d'aide disponibles pour ExpensePoint :
FAQ, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo