ExpenseMonkey

Approval Workflow

Approval or non-approval of submitted expenses, as well as pre-approval of travel and accommodations reservations before bookings are allowed to be finalized.

Optical Character Recognition

Extraction of relevant information off a receipt image, and auto-import into the expense record. This includes itemization, taxes, and gratuities.

Expense Itemization

Itemize expenses off a single receipt, identifying specific line items to a person or activity, taxes, tips, and/or rebillable/non-rebillable items.

Multi Currency

The ability to record expenses in multiple currencies in a single report.

Mobile App or Mobile Browser Support

Facilitates the use of the mobile device to capture receipt images, allowing feature expense tracking and submission, with the convenience of mobility.

Expense Detail Tracking

Expense information related to the expense, including reason, attendees, project and/or client information, and whether an expense is re-billable to a client.

Desktop Browser Support

Accessible from a web browser, anywhere and anytime, with the appropriate security measures.

Single Sign-On (SSO)

Login authentication linked to corporate login credentials, and user account information auto-populated to the expense profile.

Receipt Image Submission

The ability to take or import photos of the receipts supporting the expense.

Vendor Support

The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Usability and Intuitiveness

End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Quality of Features

Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Business Value Created

Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Data Integration

Use this data to determine whether the product will cause headaches or make data integration easy.

Product Strategy and Rate of Improvement

Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Breadth of Features

Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of IT Administration

This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Implementation

Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Availability and Quality of Training

Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Customization

Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.