Improves efficiency and productivity by automating your expense process
Overall Satisfaction with Webexpenses
Webexpenses is used for expense management currently where all credit card holder submit a claim for their credit card statement.
Webexpenses is being used by all the credit card holders of the organization and their managers.
It reduces the time spent manually keying in credit card expense claims and improves the security around the approval of the claim.
Webexpenses is being used by all the credit card holders of the organization and their managers.
It reduces the time spent manually keying in credit card expense claims and improves the security around the approval of the claim.
Pros
- Easily upload receipts via mobile app. This means that when it comes to completing an expense claim there is no need to dig around for your receipts.
- Adds greater security around the approval process of the claim as the claim can only be approved by the manager defined for the account.
- Email alerts for when you have a claim pending and when claims are approved.
- Can code to budget codes there and then during the submissions process.
Cons
- Initially the process is a little complex.
- The time taken for employees to manually enter expense claims is saved.
- Time taken looking for receipts at the end of the month is saved.
The credit card statements are uploaded to Webexpenses and then it gets automatically converted to a expense claim. After having a look at the transactions, you upload the receipts and match to the correct claim. It's then easy to code the claim as all the codes are already listed and you just need to select the code from the drop down list. Then submit the claim and wait for it to be approved.
We use to submit our credit card claims via excel which was a very manual and time consuming task. We would have to code each transaction and then attach the receipts. We would then have to manually email over the excel file to the approver for them to sign and once they signed they would have to email the file over to finance.
Do you think Webexpenses delivers good value for the price?
Yes
Are you happy with Webexpenses's feature set?
Yes
Did Webexpenses live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Webexpenses go as expected?
I wasn't involved with the implementation phase
Would you buy Webexpenses again?
Yes
Webexpenses Feature Ratings
Using Webexpenses
40 - All the managers right across the business have a credit card. The business functions are Finance team, IT team, Development team, HR team, Income Management team, Lettings team, Data team, Sales and marketing team, Care and support team, Repairs team, Compliance team, Asset Management team, Office Services team and Neighbourhood Managemen team
5 - The Credit card team in Finance support the financial administration side of web expenses such as uploading credit card statements, updating the list of available codes and updating the list of approver. The IT team support the technical administration side of webexpenses such as setting users up and training them.
- To be able to code credit card claims easily from a set list of codes
- To be able to get the claim approved electronically and have it recorded
- To have a set list of codes which users can select from rather than use free text fields
- So far we are just using the standard features
- There are paymets requested by staff which could go through the approval workflow of webexpenses
Evaluating Webexpenses and Competitors
- Cloud Solutions
- Ease of Use
The most important factor in our decision to purchase webexpenses is to simply the process of credit card claims. Our previous process of using excel was overly complicated and needed a lot of manual input whereas with webexpenses the whole process has been simplified due to the claims automatically being uploaded and a restricted list of codes to use.
The only thing I can think of is if we there was a cheaper product out there as webexpenses is currently doing every thing we need from an expense management software.
Using Webexpenses
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Technical support not required Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Uploading receipts
- Matching receipts to transactions
- Coding transactions to budget codes
- Getting expenses approved
- When you dont know which budget codes to use, the list view of codes can be a bit constricted when browsing through the list
- Once you've matched a receipt to a transaction, it can then be difficult to view that receipt as you have to navigate the cursor precisely between the transaction and the receipt.
- When bulk uploading receipts it sometimes does not upload all of them so you have to work out which ones to upload again.
Yes - I specifically use the mobile interface to upload physical credit card receipts with the smart phone camera which saves from having to transfer the image to a desktop. I sometimes look at previous expenses via the mobile app as it saves me from having to log in to my desktop.
Comments
Please log in to join the conversation