Expense management: record, check, reimburse and settle expenses and travel costs
Your travel expense report and expense management digital and paperless
From expense recording to expense checking to expense reporting: With Projektron BCS expense management, you can automate and digitize your travel expense and expense reporting easily and efficiently. Save yourself a separate software for your expense management, because BCS has much more to offer than a pure project management software and, in combination with the Projektron app, brings the full range of functions of an expense management software right along with it.
Digital, convenient and flexible expense recording with Projektron BCS
Whether task-, customer- or project-related expenses, Projektron BCS combines the functional scope of a project management software with the tools of an expense management software.
➤ You want your employees to be able to record their working time web-based - flexibly in the office as well as in the field, in the office as well as in the home office, online as well as offline?
➤ Do you want to digitally record and centrally manage your employees' travel costs, expenses, and out-of-pocket expenses?
➤ Do your employees travel a lot and need to record travel costs, expenses, and cash outlays directly on their mobile devices without any major effort?
➤ Your employees work internationally in different currency zones and you want to accurately map all expenses in each currency and for each country-specific expense record?
➤ Your HR and project managers should spend less effort on checking expense reports?
➤ Your expense process takes too long and you want to significantly shorten the handling process between expense entry and expense reimbursement or invoicing
➤ Are you looking for a way to centrally map your project management, HR management, accounting processes, and expense management with a single software?
With Projektron BCS, you make exactly the right choice for all these concerns, because the integrated expense management solution is:
✓ comprehensive, as it digitally maps all expense processes and stores all data centrally and securely.
✓ flexible, as expenses can be recorded on the go via the app.
✓ error-minimizing, as it enables centralized, clear, and standardized review and approval.
✓ efficient, as it automates your entire expense process.
✓ convenient, as it supports all parties involved with wizards, templates, and workflows.
✓ economical, as it saves you from introducing and maintaining an isolated solution for your expense management.
The expense management functions are available via the corresponding user licenses for employees, HR managers, project managers or invoice managers. Convince yourself and test Projektron BCS.
Projektron BCS actively supports you and your employees when you want to record your travel costs, expenses and out-of-pocket expenses. An intuitive wizard guides your employees through the process of entering receipts, checking expenses and approving expenses. With just a few clicks and entries, you and your employees create an expense report and forward it for review and approval.
Projektron BCS expense management supports you in all these steps:
- HR managers check approved expenses individually per employee or collectively for entire departments, adjust employee expenses as needed, or enter expenses for an employee.
- Project managers check the expenses of all team members on the project or on individual tasks in clear expense views and release the expenses for invoicing after the check.
- Accounting or invoice management immediately initiate invoicing after reviewing the recorded expenses or initiate approval and reimbursement of employee expenses.
Create and activate an approval workflow customized to your requirements that provides you and your employees with optimal support in every expense status and adapts to your approval processes. From "created" and "requested" to "approved", "released" and "checked" to "settled" and "posted" - expense management made to measure!
Do business trips to the same location occur repeatedly in your daily work or project routine? With the copy function in Projektron BCS expense management, you can duplicate a previous business trip to a new start date with just a few clicks. Optionally, you can also copy the expenses incurred for meals, mileage, accommodation, travel times or voucher expenses. The expense management wizard will then guide you through the receipt entry process and allow you to make further adjustments to the copied business trip.
Do you regularly take business trips to different locations? Simply create business trip favorites to get immediate access to a matching template later and make your expense and travel reporting even faster and more convenient. Automated expense management workflow means your expense reports are immediately available for review by the appropriate agents.
Does your organization have offices in multiple countries? Do your consultants travel to different countries to support your customers? You can easily overcome currency barriers with Projektron BCS expense management, as it automatically calculates the respective expense rate for each employee, based on the respective country of work. BCS takes into account country-dependent expense rates as well as different currencies and precisely maps your travel costs.
With the Projektron BCS app, you are perfectly equipped for business trips: Not only do you use it to record your working hours and import business contacts, but you also record your expenses and costs directly during the trip.
Entering expenses is as uncomplicated and intuitive as can be: A photo with your smartphone's camera is all it takes. Alternatively, you can also upload PDF files. You can assign the recorded receipts to different trip segments or receipt phases. You can document meals, kilometers and overnight stays almost in real time on your smartphone.
You don't have internet reception on the road? No problem! With the Projektron BCS WebApp, you can easily record your expenses offline. All data in the app is saved in the web browser and is retained even after the web browser is closed or the device is switched off. The app shows you how many entries are still to be synchronized. As soon as you have access to the network again and start the app, your data automatically synchronizes with Projektron BCS.
After synchronization, the Projektron BCS project management software automatically calculates the expense allowances and converts receipt amounts accordingly. You can also subsequently check the synchronized receipts and details again, correct them if necessary, add to them and forward them for billing.
BCS for your expense management: advantages at a glance
✓ User-friendly and intuitive expense recording thanks to the support of wizards
✓ International expense management with country-dependent expense rates and automated currency conversion
✓ Automated expense process thanks to approval workflow
✓ Comprehensive expense management from receipt entry to reimbursement or invoicing
✓ Time-saving expense entry thanks to templates and favorites
✓ Mobile expense and receipt entry with the Projektron BCS app