Solution Overview
Norming Travel & Expense provides an easy-to-use platform to automate travel request, expense tracking, and reimbursement processing, it’s ideal for businesses looking to streamline and simplify the entire expense reporting process. It fully integrates with sage 300 and offers advanced features like expense categorization, mobile app receipt capture, and customizable approval workflows, all accessible through a user-friendly mobile app and web interface.
Travel Request
Allows users to quickly generate itineraries with detailed travel dates, destinations. Making it easier for users to organize their trips efficiently. The solution can help to automatically track expenses against the predefined budget in Travel Request, providing real-time updates on remaining funds for each expense category.
Cash Advance
Employees can submit cash advance requests with detailed purpose and estimated amount. The integration with Sage 300 AP/GL module can fully automates the tracking of advances, ensuring they are properly reconciled against actual expenses submitted.
Expense Reporting
Streamlines the expense reimbursement process, allowing employees to easily submit their expenses through user-friendly interfaces. The expenses can be categorized based on pre-defined types, such as travel or meals. The robust approval workflows engine ensures that managers can review and approve reports efficiently, while built-in policy compliance checks help prevent unauthorized claims.
Mobile App
Full-featured mobile app for Android and iOS, allowing users to capture receipts, track and submit expense reports from anywhere.
Expense Payment
Expenses can be paid directly through General Ledger (GL) with Resource Manager built in payment functionality. The seamlessly integration with Sage 300 Accounts Payable and Payroll enables efficient, end-to-end financial processing for business expenses and ensures timely payments to employees.
Benefits
Workflows
Powerful and flexible workflow for expenses streamlines varied business needs by offering configurable approval paths, automated policy checks, and seamless integration with financial systems. The expenses can be dynamically routed based on expense amount or category.
Budgets
With automatic updates and seamless integration with sage 300, users can easily track spending as it occurs against established GL/PJC budgets, allowing for immediate visibility into budget performance. Users get real-time alerts when spending approaches budget limit.
Attachment Management
Allows users to easily upload, manage, and reference supporting documents for their expense claims, such as receipts, invoices, and other relevant documentation. Enables mobile users to take pictures of receipts or documents using their smartphone cameras, which can be instantly uploaded to the expense report.
Sage 300 Integration
AP: Automatically convert expense reports into invoices that can be processed in the AP system, reducing manual entry errors.
PJC: Link expenses directly to specific projects or jobs, allowing for accurate tracking of project costs against allocated budgets.
GL: Automatically categorize expenses to the appropriate general ledger accounts, ensuring accurate financial reporting and analysis.
Multi-Currency: Handling expenses in various currencies, with automatic conversion based on current exchange rates.
Tax: Integrates with Sage 300 tax services, ensuring that all expenses are categorized appropriately for tax reporting within the AP module.
