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
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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
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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
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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
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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
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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
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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
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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
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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
We chose Ellucian Travel and Expense Management because it’s tied to Banner Finance and Ellucian.
Carole Wilson, Business Systems Analyst | University of North Carolina at Wilmington
Connected products
Streamline approvals and payments while minimizing spend and fraud.
