EasyEXP365
Expense Management Solution for Employees
DynamicPoint’s Microsoft Office 365 based EasyEXP365 allows you to easily track and manage employee expenses and reimbursements. Save valuable time and money with our easy to use, secure and automated system.
Benefits
How does AP invoice Automation Help Your Business?
Flexible Configuration
By using your existing Office 365 subscription in conjunction with SharePoint, Power Apps and Power Automate, you can achieve a flexible and dynamic employee expense management app with lower costs to your company.
Time Saving
Capture employee expense receipts in a multitude of methods, including; from a mobile app, web based interface or by using your existing forms and spreadsheets. Extract key data using OCR and account auto-assignment for automation with live integration to your ERP solution.
Always Secure
We have built in integration with Power Apps mobile apps, Power Automate workflows, SharePoint storage and Azure AI Document Intelligence. All this using a platform that is backed with Microsoft security.
Integrations
Fully compatible with many ERPs
Features
What to expect in workflow automation software?
Live Integration with ERP
Our EasyEXP365 app is integrated with your ERP system. When an expense report is approved it immediately creates the appropriate transaction in real-time using web services.
Office 365 Based
The product is based on your Microsoft’s Office 365 platform. This gives you full access to the suite of products including Microsoft Power Automate for Workflow, SharePoint for integrated OCR, Power BI for Analytics and Power Apps for mobile.
Corporate Credit Card
Assignment of credit card transactions to employees such that they can code to the appropriate GL account and add receipts. Transactions integrated as journals to reflect appropriate expense classification.
Mileage Calculation
Automatic calculation of mileage travel reimbursement with Google Map integration. Configuration to support rate updates as well as different employee groups.
OCR (Optical Character Recognition)
OCR is performed on the receipts to extract key information that can be used for workflow, routing and integration.
Microsoft Teams Integration
Fully integrated with Microsoft Teams, allowing all aspects of the report creation, processing, and review and approval to be managed directly from the Teams App.
FAQS
Got Questions? We’ve got answers.
Why use Office 365 for Employee Expense Management?
Microsoft Office 365 and the Power Platform provide the perfect framework as all of the building blocks are already there and our customers already own them. EasyEXP365 harnesses Office 365 features to provide a better solution at a lower cost than the competition. Receipts are stored in SharePoint libraries and lists, workflow is provided by Power Automate, collaboration by Teams, security by Azure AD, mobility by Power Apps, and reporting by Power BI. All of these products are the foundation of our customer’s business as well as our employee expense management application
Where is my data stored?
All your employee expense data is stored securely in your Office 365 tenant either cloud hosted or on-premise.
How long does an implementation take?
Our standard implementation timeframe is from 1-2 to months. This can vary based on the expense capture complexity as well as workflow review process.
What is our implementation process?
Is there a mobile app?
Yes, employee expenses can be submitted or reviewed from a mobile app.
Does EasyEXP365 include approval workflows?
Yes, EasyEXP365 may trigger Microsoft Power Automate to handle your desired approval processes.
Can I set it up myself?
Yes, if you are familiar with Office 365 technology you can configure your own implementation.
How well does OCR work?
DynamicPoint has partnered with the best and most reliable Office 365 OCR tools in the marketplace and embedded their features in EasyEXP365. If you want try and see for yourself, upload your own receipts here.
Which ERP systems do you integrate with?
Check out our EasyEXP365 ERP integration page for the full list. Please contact us if you don’t see yours.
Who is it For?
Is DynamicPoint right for you?
Office 365
The most important criteria is if you are a Microsoft Office 365 customer. Our EasyEXP365 product leverages this framework.
Flexibility
We are most appreciated by companies looking for an extremely flexible solution that can be tailored to their unique business requirements.
ERP
Our EasyEXP365 provides the automation of the employee receipt capture, OCR, management and approval of the expense report. An accounting system is needed for the payment.
Manage employee expenses securely and efficiently with DynamicPoint EasyEXP365
Speak to one of our experts today and see how EasyEXP365 can help save you money.