Benchmarking for expenses management in the UK Although specific needs may vary, the following check-list may help to identify what your organisation really requires of a fully automated expense management system. Click next to each item you require, and if there is anything not listed, enter it into the panel at the bottom of the page. If you want to use this for internal benchmarking purposes only - be our guest. Simply print the page. If you’d prefer to have a simple MS Word document for internal use only, please Click here and you will be able to download one to a folder of your choice. If for any reason this is not possible we will be happy to send a copy by reply email. Alternatively, if you wish to email the completed list to us, together with any special requirements, and without obligation, we will be happy to respond - merely complete the form, and click the 'Submit' button. EASE OF USE Simple forms with intuitive controls and on-screen help Access from office, home or on the road Update saved claims before submission Delegate entry to others Easily track the status of all claims No calculation, tax or policy knowledge required by users Simple mileage logs with automated rates & thresholds Allocate items to Cost, Project, Service or Client Codes Operate in any currency with automated exchange rates CORPORATE CARDS Download transactions from supplier Incentive to reconcile statements monthly Apply tax and business rules to transactions Recover personal spend Reconcile cash withdrawn from ATM machines AUTHORISATION Straightforward electronic approval with audit trail Sequential approval with authorisation levels Pre-approval for trips Email notification at every stage Ability to re-route approval ‘No Approval Required’ threshold PROCESSING Account codes allocated accurately at source Advances, repayments and exceptions handled No re-keying of data necessary Mileage thresholds applied automatically Entertainment data captured, and nominal codes allocated Audit Trail with authentication sequence recorded on every claim Straightforward administration interface Import and export of data through straightforward interfaces VAT, TAX & BUSINESS POLICY Maximise VAT recovery Accurate interpretation of Tax & Vat legislation Centralised policy applied automatically in the background Flexible enough to apply rules selectively Easy to change rates and apply to date of spend Automatic calculation of ‘PIE’ and ‘Benefits in Kind’ Overseas VAT recovery MANAGEMENT INFORMATION REPORTING Configurable reports by claim, item, nominal code, mileage etc. Filter by business unit, cost centre, project/client, date range or name Tax reports for PSA & P11D Drill down to every claim Export to spreadsheets VAT Reports – UK and Overseas HELP & SUPPORT On screen context-sensitive Help and Policy Guide Clear and verifiable support process IMPLEMENTATION Straightforward to implement Minimal IT resource required Hosted solution available Available for Internet Explorer 6+ Available for Lotus Notes 5+ Compatible with all enterprise systems Flexible and configurable VALUE & COST OF OWNERSHIP Rental or long term contract Value for any organisation, large or small Reduced processing cost Significantly lower risk of tax penalties Free updates including legislative changes Low cost for version upgrades Rapid Payback Year on year savings What else can you think of? Enter any further requirements here . . . Name: Company: E-mail:   Is all this possible?    Click here to see what our clients think:	Getting control of expenses  Configurable Modules  ExpenSys for smaller organisations  Platforms & Integration  Identifying your requirement  See what our clients think  Rapid return on investment  Contact us  HOME
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