Moving from paper expense reports to Chrome River EXPENSE = Best Thing Ever!
September 30, 2020

Moving from paper expense reports to Chrome River EXPENSE = Best Thing Ever!

Lisa Hyde | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Chrome River EXPENSE

We implemented Chrome River EXPENSE for site-wide use. Previously we were processing expense reports using paper forms. Moving to Chrome River has made the process much more efficient and allows expense owners to see where in the process their expense reports are.
  • The layout of the expense screen is very user friendly. The pictures on the tiles show you exactly what the tile is used to reimburse.
  • The tracking feature has been the most helpful for our organization. It allows expense owners to see where in the process their expense report is. Prior to Chrome River, we utilized paper forms and expense owners never knew for sure who had their expense report at any given time.
  • The CR SNAP app is a great feature that allows users to take pictures of a receipt on their phone and submit it within minutes.
  • We have an automatic audit selection rule set up. We would like to have an email sent to the named auditor each time a report is selected so the process is not delayed.
  • The OCR for receipts could be a little more robust. We are noticing it reads the receipt but not the correct data.
  • We are using a single sign-on link. Users are not able to bookmark this link and use it later. I found when using Google Chrome, you can save it as a shortcut, but not as a bookmark.
  • Prior to implementing Chrome River EXPENSE, we were using paper forms. We think Chrome River is a major improvement over the previous process. One positive impact is the ability of expense owners to see their report throughout the approval process.
  • Approvers are able to approve reports anywhere at anytime. Before, they had to be in the office to approve a paper report.
  • The analytics tools allow us to make entries at month-end to capture any outstanding expenses for the month. It also allows us to review where our largest spend is.
The setup and configuration process went very smoothly for our organization. Our project manager was knowledgeable and extremely helpful. We began our implementation shortly after Chrome River turned over the rule builder tool to the customer. This has been a nice tool to have. Being able to set up or change rules as our needs require and not have to reach out to a Chrome River representative to make the changes is a very time-saving tool for us.

It was apparent Chrome River has put much time and thought into the setup and configuration process to make it as efficient as possible.
We appreciate the fact that our ERP system exchanges data with Chrome River. We have jobs set up to run at specific times. These jobs transfer updated people information into Chrome River and also pull in the approved expense reports to be paid from Chrome River to our ERP system. Prior to Chrome River, our expense reports were being manually keyed by our Accounts Payable department.
Chrome River has been a great addition to our company's expense reporting procedure. We are able to utilize the data it collects for reporting and capturing expenses at month-end for journal entries if needed. I give Chrome River a 9 for overall user experience because it is a definite improvement over the paper process we previously had in place; however, there are some areas that could use some improvement, such as the OCR tool for receipts. Having said that, I will add that even if a receipt is incorrectly read by the OCR tool, changing the data is very easy for the user to do.
The support we have received from our Project Manager during implementation and now our Customer Account Representative has been above and beyond. They have both been there for us any time we have needed answers or help with an issue. There were times we reached out about something and if it were something Chrome River could not do, they were open and honest about that. I appreciated this honesty.
I would definitely recommend Chrome River EXPENSE. It is a very user-friendly program. One thing we have tested is taping several receipts on one piece of paper and scanning it in. Chrome River recognized each receipt individually. However, I would recommend using the CR SNAP app instead of scanning in your receipts if you have that option. The app is so quick and easy to use.

One area where we have had a drawback from moving to Chrome River is having direct supervisors at a different location. We have employees paid at one location and their supervisors are in a different HR location system. We have entered the direct supervisors manually and this allowed us to overcome the issue.

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