Capture Every Expense, Every Time

Integrated Expense Tracking

Every expense is tied to an internal project record or a billable client project.

Track expenses as reimbursable or non-reimbursable, non-billable, billable, and as service fees.
Capture internal or billable project expenses, mileage, or equipment use.
Capture receipts at the expense level.

Enjoy the convenience of easy, anytime expense tracking without the hassle of paper receipts.

Use your smartphone camera to capture receipts and attach to expense reports.
Capture expenses offline and auto-sync when you’re back online.
Manage expenses, access client and staff information from your smartphone.
User-friendly apps for iPhone and Android that display perfectly on your device of choice.

Take charge of expense reporting with approval workflows.

Expense approval workflow streamlines review and approval.
Auto-notifications alert managers and employees when they have expense reports to review, approve, or correct.
Avoid embarrassing billing errors that create extra work.

Simplify reconciliation of credit card expenses and invoice billables earlier.

Assign credit card charges to projects for billing.
Apply corporate credit card charges to a project then post to QuickBooks as a credit card charge.
See the staff member and project associated with an expense.
Reconcile your bank statement using QuickBooks.
Bill credit card charges back to clients, showing detailed information: expense receipts, staff member, and project.

Dramatically improve cash flow with timely billing of WIP, choosing from flexible invoicing options.

Submitted expenses are available for immediate review, approval and payment for timely billing of WIP.
Sub-total time and expenses by field of choice: staffer, labor code, task, and more.
Group expenses together in a summary line item or show each entry’s detail
Mark-up expenses like equipment use or recurring service fees.