Easy to use expense management tool with meaningful reports

• Flexible automated workflow for submission and approval
• Speed up claims processing
• Track and measure expenses
• Calculate VAT automatically
• Categorize expenses according to type
• Control claims and costs

Easy to use interface

Expenses are entered in an easy to use interface and automatically submitted for approval when complete. Receipts can be scanned, uploaded and assigned to a project or cost-centre. They are stored electronically and can be easily recalled. Alternatively, print the form and attach physical receipts to it.

View information from a single location

Processing claims and making payment becomes much easier. You can track who has or hasn’t submitted expenses, and make sure that employees put in full expenses claims each month.

You can view all related documentation from a single location and approve expenses for payment, at the click of a button. The structured approval process means that individual managers can have full visibility and control of their own team’s expenses.

What’s more, the VAT element is calculated automatically so you don’t need to go through receipts and manually adjust them.

Monitor expense claims and reduce costs

You can only control something if you can see what’s happening. Because Straightforward Expenses uses SQL Server^® to store all information and SQL Server Reporting Services for running reports, it’s easy to analyse who is spending what, where and on which projects.

You can answer questions such as: Who consistently puts in the biggest claims? Where are most expenses incurred (e.g. hotels, mileage, food, flights)? How do expenses relate to client projects? How are expenses claims changing over time?

Straightforward™ Expenses comes with a set of built in reports, and it’s easy to create your own to get the visibility you need to be able to monitor and cut costs.

Cover your costs

Do you pass expenses on to clients? Perhaps this is something you could do more reliably? Straightforward™ Expenses allows you assign expenses to a client project and indicate whether these are re-billable. This, coupled with the fact that expenses are submitted more regularly, means that you can accurately calculate costs to be passed on to clients – and actually include these on the invoice.