Expenses
The expenses app is an invaluable tool for individuals and businesses alike, streamlining the process of tracking and managing expenditures.
Generate detailed reports, set budgets, and receive alerts when approaching spending limits, facilitating better financial planning and control.
Submit Expenses straight from a Mobile Phone
Whether emailing an expense or uploading a receipt using SWiiB's mobile app, don't forget to log an expense by submitting receipts on the go, as you collect them!
Use the Power of OCR
Don't waste time typing in each receipt detail.
SWiiB scans each receipt and creates an expense record with the total cost and date.
Email, Scan, Drag & Drop, or Type in Manually
Send your expenses by email using expense codes, scan in a receipt, drag and drop the receipt into the Expenses app dashboard, or manually type in an expense from your phone or computer!
Scan
Drag & Drop
Type In
Get Every Expense in One Report
Don't submit each expense individually. Place all your expenses on one expense report with a single click.
Submitting a single report makes it easier for everyone, from your employees submitting expenses, to the managers approving expense reports, and the accountants posting payments.
Reimbursement or Reinvoice
Some expenses will be paid for by the client, and others by the business. State expenses that should be reimbursed to the employee or reinvoiced for a customer.
Sales orders will be automatically updated as soon as expenses to reinvoicing is approved.
Pre-Configured Expense Categories
When the Expenses app is installed, a set of pre-loaded expense categories are available so you can start
creating expense records right away.
Reporting
Visualize expenses with customized reports that show you the analysis you need. View expenses by employee, category, dates, and more.
Design reports with multiple filters and/or groupings, and you can add them to your favorites for easier access.
Transparency
Conveniently monitor all expenditures, financial reports, and progress statuses via the dashboard interface.
Options for Uploading
Revolutionize your expense management with the ability to send via email, scan, drag and drop receipts, or input expenses manually, all with seamless access from your desktop or the mobile app!
Application Synchronization
Through seamless integration between accounting and sales, authorized expenses are promptly recorded in predetermined accounting ledgers, while invoiced items are automatically added to sales orders in real time.
Teamwork
Utilize the chatter feature to inquire about expenses, swiftly eliminate individual expenses from reports with a single click, and seamlessly adjust expenses or reports. All modifications and discussions are meticulously recorded in the chatter for enhanced traceability.
Ease
Maximize your productivity with our minimalist user interface designed for effortless expense management, requiring just a few simple configurations.
Responsibilities
Delve into the distinct roles of each team member in SWiiB Expenses and highlight the importance of assigning specific individuals to approve particular expense reports.