SOLUTION: “ADVANCE REPORTS”
TRANSPARENT EXPENSE TRACKING
AND DOCUMENT CONTROL FOR BUSINESS TRIPS
- Business Trip Budget Planning
- Automatic Generation of Advance Reports
- Centralized report archive
- Integration with accounting systems
DO THESE PROBLEMS SOUND FAMILIAR TO YOU?
A complex, semi-manual process for monitoring employee expenses based on expense reports.
Receipts and supporting documents are lost or arrive late.
It takes a lot of time to review and approve advance expense reports.
It takes a long time to gather and prepare the documents for the audit.
MANAGE YOUR BUSINESS TRAVEL EXPENSES
IN A SINGLE PLATFORM
The “Advance Reports” (AZ) solution ensures transparent tracking of advance funds during business trips. The system helps you collect supporting documents, approve expenses, and generate reports.
Access the solution via a browser or smartphone. Send documents to the chatbot—it will initiate the necessary process.
You’ll enjoy faster document processing, fewer accounting errors, and convenient access to all documents in one place.
RESULTS OUR CLIENTS ACHIEVE
On
The time required
for expense approval is being reduced
min
the time an employee spends uploading receipts and reports
on
The costs associated with processing advance expense reports are reduced
FEATURES OF THE “ADVANCE REPORTS” SOLUTION
The Advance Report as a Process
An employee uploads documents to the system; they are automatically recognized; the accounting department reviews them and processes the reimbursement; after reimbursement, the employee receives a notification.
Centralized Archive of Advance Reports
All reports are stored in a single registry with differentiated access rights. You can quickly find and download an archive of documents based on specified criteria.
Automatic Generation of an Advance Report
After the advance payment is transferred, the system generates an advance authorization form. The employee verifies the information, the manager approves the form, and then an electronic advance authorization is created. The employee then signs it and submits the original documents to the accounting department.
Fast Collection and Processing of Documents
Electronic tickets, receipts, scanned copies, or photos of invoices and receipts are sent to the organization’s dedicated email address. Intelligent services extract data from them and enter it into the tabular section of the AZ card.
Integration with accounting systems
The solution integrates with corporate accounting systems so that travel expense data is automatically collected in a single environment. This simplifies the analysis, monitoring, and further processing of financial data.
Preparing Documents for Audits
The AZ is uploaded in accordance with the requirements of the regulatory authorities—along with supporting documents and files signed with a digital signature. The report displays information about the electronic signature. If the AZ was signed with a simple electronic signature, only the document bearing the signature stamp is uploaded.
EXPERIENCE THE IMPACT OF IMPLEMENTATION
Reducing the time required to process AZ
The time required to collect and verify documents and enter data is reduced because AZs are processed automatically. Reducing unproductive time and manual work increases the efficiency and speed of office managers, supervisors, employees, and the accounting department.
Timely Filing of Reports
Approving documents and calculating logistics takes just a few minutes. This reduces the time needed to organize a business trip and helps ensure that expense reports are filed on time.
A 7-fold reduction in errors when processing AZs
Automatic recognition and standardized document formatting rules reduce the number of errors in the preparation of purchase orders and other documents, as well as the time required to correct and approve them.
Increasing Transparency
You can view all expense information and supporting documents in a single system. This simplifies monitoring, searching for the data you need, and preparing documents for audits.
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IN UKRAINE AND AROUND THE WORLD TRUST US
Our Customers' Stories
