Phone Friendly Expense Reports for SharePoint

Expense reports are a hassle because they're usually completed at the worst possible time - weeks after the expenses actually happened. Employees are left digging through paper receipts, trying to remember what they purchased, calculating mileage, and piecing everything together before the next deadline. What if most of the expense report was already finished before month end even arrived?

In our next webinar, we'll demonstrate how Infowise Ultimate Forms can be used to build a complete Phone-Friendly Expense Report solution in SharePoint without writing code. Employees can enter expenses from their phones as they happen, snap pictures of receipts and purchased items, and move on with their day. When it's time to submit the report, the expenses, receipts, calculations, and supporting information are already there ready for review and approval.

Key topics include:

• Enter expenses quickly from a phone as they occur
• Photograph receipts directly from the expense form with no need to retain paper copies
• Include photos of purchased items and other supporting documentation
• Keep expense reports in Draft status while expenses are accumulated throughout the reporting period
• Organize expenses by category with fields that dynamically change based on the type of expense
• Automatically calculate mileage reimbursement, individual expenses, and report totals
• Provide built-in instructions and guidance to help employees complete expense reports correctly
• Enforce expense policies and identify expenses that require additional information or justification
• Require receipts and other supporting information before expenses can be submitted
• Capture handwritten employee and manager signatures directly within the expense report
• Route completed expense reports through manager review and approval
• Automatically control permissions so employees see their own reports, managers see reports for their employees, and administrators have access to all reports
• Generate a complete PDF expense report automatically after submission and approval
• Track expense report status from Draft through approval and reimbursement
• Send automatic emails when reports are approved and reimbursed
• Send scheduled reminders to ensure employees submit expense reports on time, such as at month end
• Provide summary reports for monitoring spending across the organization
• Fully no-code solution built with SharePoint and Ultimate Forms

Join us to discover how SharePoint and Ultimate Forms can turn expense reporting from a month-end chore into a simple process employees handle in seconds as expenses occur. Attendees will receive the complete downloadable Phone-Friendly Expense Report solution immediately after the presentation.