DELMIAWorks Expense Reporting and Tracking Overview
Track and approve contract and employee personnel expenses easily with DELMIAWorks Expense Tracking
module.
Employees can access the module from anywhere inside or outside the company through the DELMIAWorks launcher bar, Smart Page, WebDirect or the Employee Portal. Define your common expense types for ease of use, quick entry, continuity of reporting and correct GL account assignment. Employees have the flexibility to either manually enter their reports or import credit card and other statements.
For added functionality, employees can attach internal or external documents to the report and use the scanning document feature to attach applicable receipts. Once submitted, track the status of your reports with color coding, allowing for quick identification of where expense reports are in the approval process. Additionally, approvers can automatically receive an email when an expense report has been submitted, thus eliminating potential communication delays.
Once approved, a direct link with the DELMIAWorks accounting modules allows for invoices to be automatically created.
Key Benefits
Your manufacturing business will find expense reporting to be a breeze with the Expense Tracking module from DELMIAWorks:
- Increase communication with document control and note fields
- Guarantee employee privacy with expense report security
- Track specific expenses by linking to a CRM opportunity or client
- Easily identify where the report is in the approval process
- Create report control with user defined expense types
- Eliminate redundant data entry and errors with a link to the AP module
Module Demonstration
Learn about DELMIAWorks Expense Reporting and Tracking
DELMIAWorks Expense Reporting and Tracking Features
Simplify and expedite expense reporting for employees
Detailed Asset Profiles
Provides a complete profile of each of your assets, including linking of documents (pictures, spreadsheets, etc.), maintenance history and accumulated depreciation history, along with itemized depreciation expense charges and retirement management.
Approval Tracking
Color-coding allows for quick identification of where expense reports are in the approval process, including submitted, pending, rejected and approved. Additionally, approvers can automatically receive an email when an expense report has been submitted.
Report from Anywhere
Enter and track expense reports from anywhere inside or outside the company through the DELMIAWorks launcher bar, Smart Page, WebDirect or the Employee Portal.
User-Defined Expense Types
Create ease of use and quick entry by defining commonly used expense types. Assign GL accounts for accurate recording and maintain continuity for reporting by eliminating free entry.
Document Tracking
Link internal or external documents to the expense report and use the scanning document feature to capture receipts associated with an expense.
CRM Link
Associate expenses to a specific client in CRM or to a CRM opportunity to track how much you are spending on sales, marketing and other projects.
Pay Through AP Module
Once approved, expense reports are automatically routed to the AP module for invoice creation, resulting in no redundant data entry and no errors.
Report Flexibility
Employees can enter their own expense reports or have a designator enter them instead. Reports can be manually entered by the employee or imported from various sources.
About DELMIAWorks
An end-to-end ERP System developed with a “shop floor first” focus to help mid-market manufacturers increase efficiency and visibility of performance on the plant floor
Supporting the Growth of Manufacturers
Whether you use a build-to-order or build-to-stock supply chain model, DELMIAWorks systematically streamlines manufacturing across process, discrete, and repetitive manufacturing environments. DELMIAWorks specializes in providing a comprehensive ERP solution for mid-market manufacturers to stay lean, agile, competitive, and compliant. The DELMIAWorks system is a scalable solution that can expand and grow with you, regardless of your company size.
- A startup or small manufacturing company looking to transition from QuickBooks and spreadsheets,
- A mid-size manufacturer looking to increase the visibility of operations across multiple locations,
- A subsidiary of a large organization looking for a standalone MES solution to support digital manufacturing initiatives
The DELMIAWorks Advantage
The DELMIAWorks Manufacturing ERP solution provides a proven, single technology platform that delivers end-to-end visibility of the complete manufacturing process. The real-time visibility of events occurring throughout the manufacturing process allows customers to eliminate waste and non-value added processes, and improve manufacturing efficiency, including:
- 60% increase in growth without additional labor resources
- 100% on-time delivery
- 66% reduction in scrap
- Zero shipping errors
- 70% reduction in maintenance costs
- Reducing repair time by 75%
- Increased plant efficiency from 70% to 98%
Interested in DELMIAWorks Expense Reporting and Tracking?
Contact us and get your questions answered today
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