Direct Feeds |
Assistance in configuring corporate card direct feeds with AMEX or MasterCard or VISA or HSBC. |
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Integrations |
Zoho |
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QuickBooks |
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Xero |
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Sage Accounting (UK only) |
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User Management
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User Setup |
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Configure departments |
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Hierarchy configuration |
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Cost Center configuration |
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Branch Management |
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Approval workflow configuration |
Cash advance |
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Expense report |
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Travel requests |
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Travel cost approval |
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Auto approval/rejection |
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Exceptional approvals |
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Policy Configuration
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Configure travel and expense policies |
Up to 3 |
Up to 25 |
Up to 25 |
Configure expense categories(GLs) |
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Setup expense rules |
BASIC |
CUSTOM |
CUSTOM |
Customize milege rates |
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Customize perdiem rates |
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Customize rules |
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5 per policy |
10 per policy |
Multi-country setup |
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Budgets |
Budget setup |
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Budget limit |
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Budget alert |
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Budget vs Actuals report |
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Trips |
Corporate travel desk setup |
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Setup travel agent allocation |
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Advanced customization assistance |
Custom user roles |
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Custom views configuration |
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Configure additional fields |
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Advanced form customization |
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Custom Workflows |
Up to 3 |
Up to 25 |
Up to 25 |
Webhooks |
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Custom functions |
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Up to 25 |
Up to 25 |
Custom notifications |
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Custom modules |
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Up to 3 |
Up to 5 |
Configure expense report automation |
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User Training
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Number of Demo sessions |
1 |
2 |
4 |
Duration of the Demo |
40 minutes |
40 minutes |
40 minutes |
Q&A Session after Demo |
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Q&A Session Duration |
20 minutes |
20 minutes |
20 minutes |
Total Duration |
1 hour |
2 hours |
4 hours |
Admin Training
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Number of Training Sessions |
1 |
2 |
3 |
Training Duration |
30 minutes |
30 minutes |
30 minutes |
Q&A Session |
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Q&A Session Duration |
30 minutes |
30 minutes |
30 minutes |
Total Duration |
1 hour |
2 hours |
3 hours |