One structure for the group
Company groups, companies, business units, plants, cost centres and projects are set up in Xpense.
Expenses and approvals for HR shared services
Employees file from the mobile app or WhatsApp, sign in with their Microsoft account where that is set up, and see where their claim is.
The parts of Xpense that matter here
Role-based access
Access is role-based, and approvals and actions are logged.
Approvals with delegation
Approval workflows are multi-level, configured per module and company, with delegation.
A mobile app
The Xpense app runs on Android and iOS.
Filing on WhatsApp
Employees file expenses and create trips by WhatsApp chat.
Available
Sign in with Microsoft
Sign in with Microsoft is available.
For employees
Claims employees can file from their phone
The app has trips, expenses, reports, advances and approvals in its menu. A receipt is photographed and read automatically.
-
The app menu.
Status
A timeline on every claim
Every trip, expense and advance has a timeline, so an employee or the shared services team can see which step it has reached.
-
The history of an advance request, with demo data.
Questions
Is there a mobile app?
Yes. Xpense has a mobile app for Android and iOS, on Google Play and the App Store.
What can employees do in the app?
Raise a trip request, book business and personal flights, and file expenses with receipts that are read automatically.
Is AeonX IQ in the app?
Yes. AeonX IQ is the assistant inside Xpense, and an employee can create a trip or log an expense by chat.
Can employees pay from the app?
With the AeonX Prepaid Card they can pay by UPI: scan and pay from the Xpense app using the card balance.
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.