Simplify expense processing from start to finish
Features
Automate the entire travel expense submission and reimbursement process to boost accuracy and efficiency.
Automated expense processing


Automated expense processing
Save time and reduce the costs of managing travel-related expenses.
- Boost efficiency with an optical character recognition (OCR) feature that reads receipts and automatically creates the expense
- Speed adoption with an easy-to-use interface and browser, email, and mobile-enabled features
- Ease administrative burdens with automatic, process-driven expense submission
- Check expense report status and actions needed with real-time tracking feature
- Configure the approval process and assign approvers with dynamic, multi-level workflow
Pre-approval and travel data integration


Pre-approval and travel data integration
Speed reimbursement and help your institution manage travel costs.
- Submit pre-trip authorizations and approvals based on configurable business rules
- Control costs before spending actually happens
- Release travel funds by source with pre-approvals
- Allocate pre-approvals to multiple expense reports over time
- Incorporate travel data into most booking systems seamlessly
Travel advances and automatic currency conversion


Travel advances and automatic currency conversion
Ease travelers’ financial and administrative burden.
- Create invoices and recover advances with Accounts Payable integration
- Enter expenses in multiple currencies and automatically convert them back to base currency
- Boost accuracy with foreign exchange rates updated daily
Institution-wide card program management


Institution-wide card program management
Reconcile both travel and non-travel charges made with credit cards.
- Manage travel cards, p-cards, corporate cards, and “one” card programs
- Assign credit card transactions to an expense item and see the entire cost of your trip in one view
- Send automatic email notifications when charges are ready for review
- Assign unique allocations for p-card transactions
- Drag-and-drop items into expense reports
Electronic documents and receipts management


Electronic documents and receipts management
Streamline the audit process and eliminate paper storage costs.
- Capture receipts with a mobile device and attach them directly to the expense report for easy access and retrieval
- Secure documents with access rights and archive them to comply with policies
- Use full mobile receipt and expense report submission features that work across any device for a consistent user experience and real-time status tracking
Integration with finance solutions


Integration with finance solutions
Manage the flow from expense submission to payment from a single system.
- Establish travel policies, allocate travel funds, authorize expenditures, and process payments to improve compliance with fiscal policies
- Leverage key accounting and payment capabilities within Ellucian ERP finance modules to ensure consistency with your accounting system
- Modify or update a highly configurable business rules engine without IT support
Real-time analytics and dashboards


Real-time analytics and dashboards
Deliver timely access to expense data at the click of a button.
- Provide finance staff with visibility into travel and expense spending, travel frequency, and supplier costs
- See expenses by department, vendor, and more to help you manage overall spend and negotiate better discounts
- Make more informed decisions with charting, scheduling, calculations, sorting, pivoting, and other advanced functions
Software-as-a-Service


Software-as-a-Service
Realize a return on your investment sooner with a faster implementation.
- Start using the solution quickly—no additional hardware or software needed
- Reduce the total cost of ownership—installation and updates are managed for you
- Reduce start-up costs and capital expenses with a single monthly subscription fee for software, support, maintenance, and administration

It was very, very important that we got a system that was up-to-date, a system that was more this century, mobile-friendly—be able to use it on the phone, on the iPad, or whatever you are using—user friendly, and able to learn the system very easily and quickly was very, very important.
Connected products
Streamline approvals and payments while minimizing spend and fraud.