A policy check on every claim
Every claim is checked against your policy when it is submitted. The check is rule-based.
Travel and expense management for CFOs
Travel and expense spend is checked against policy when it is claimed, approved through your own levels, and posted to SAP once approved.
The parts of Xpense that matter here
Approvals that follow your structure
Approval workflows are multi-level and configured per module and per company, with delegation.
A finance dashboard
Xpense has finance, manager and travel dashboards.
Posting to SAP
Approved expense reports are posted to SAP, with GL mapping.
GST details
GST details are captured and validated at submission and included in report exports.
AI you can meter
AI features are switched on per company, and AI usage is metered with plans and budgets.
Utility bills for stores
Store utility bills are filed per store, follow their own approval chain and post to SAP as vendor invoices.
Utility billsGroup structure
One setup for the whole group
Company groups, companies, business units, plants, cost centres and projects are set up in Xpense, so a group runs travel and expense in one place while each company keeps its own approval workflow.
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Group, company, business unit, plant and cost centre.
Records
An approval log behind every rupee claimed
Approvals and actions are logged, and every trip, expense and advance has a timeline. Access to them is role-based.
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The log of an expense report.
Questions
When is a claim checked against policy?
When it is submitted, before it reaches an approver. Every claim is checked against the policy you have configured.
Is the policy check done by AI?
No. The policy check is rule-based. It applies the rules and limits you set up.
Can approvals have more than one level?
Yes. Approval workflows are multi-level, and you configure them per module and per company.
What if an approver is away?
Approval workflows support delegation, so an approver can hand their approvals to someone else while they are away.
What happens when an approval is left waiting?
Xpense sends a reminder when an approval passes its SLA.