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 and thresholds
• Allocate items to Cost, Project, Service or Client Codes
• Operate in any currency with automated exchange rates

PREPAID CARD

• 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• Reconcile cash withdrawn from ATM machines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 and BUSINESS POLICY

• Maximise VAT recovery
• Accurate interpretation of Tax and 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 and P11D
• Drill down to every claim
• Export to spreadsheets
• VAT Reports – UK and Overseas

HELP and 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 any browser
• Compatible with all enterprise systems
• Flexible and configurable

VALUE and 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