EasyEXP365
An Office 365 Based Employee Expense Management Solution
Manage Employee Expenses
EasyEXP365 Employee Expense Management automates the capture, coding, review and approval of employee expense reports without the high cost and complexity of other solutions.
Robust and Cost Effective
Utilizing Office 365, including SharePoint’s document libraries, Power Automate workflow and Power Apps mobile entry, the product provides a familiar, easy to use app at a fraction of the cost of competitive solutions while not sacrificing functionality.
Leverage What You Own
The app fits within your existing ecosystem to provide a unified user experience that embraces the wealth of features the Microsoft Power Platform provides. All this using a subscription that you most likely already own.
How It Works
Learn How EasyEXP365 Automates Employee Expense Management.
Monthly Product Pricing
$300 per month
Initial 50 Expense Reports per month
$2.00 per report
Next 100 Expense Reports over initial 50 per month
$1.00 per report
Next 200 Expense Reports over first 150 per month
*All prices listed in USD. Add OCR for $.10 per receipt. Yes we can handle more expense reports. Please contact us. Want a custom quote? Complete our requirements gathering.
One-Time Configuration Packages
Foundation
$4,000 setup fee
- Application Install & Site Setup
- Desktop Expense Report Submission
- Basic Accounting Setup
- Standard Workflow Approval Template
- Mobile App Receipt Capture
- Corporate Policy Rule & Auto-Create Configuration
- Google Map Mileage Rate Calculation
- Real Time ERP Integration with Drill Back
EasyEXP365 Add-Ons
Estimate Provided
- Multiple ERP Companies
- Multi-Currency
- Tax Accounting
- User Defined Fields
- Complex Accounting Setup
- Additional Policy Rule & Auto-Create Templates
- Corporate Credit Card Integration
- Custom ERP Mapping
Office 365 Add-Ons
Estimate Provided
- Mobile App to Specification
- Complex Approval Processes
- New Employee Onboarding
- Power BI Reporting, KPIs and Accrual Reporting
- Additional System Integrations
Automate The Management
Of Employee Expenditures
Office 365 Employee Expense Management Solution
Features
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.
What is Expense Management?
Employee Expense Management software enables organizations to efficiently capture and reimburse employee expenses using mobile apps, Optical Character Recognition (OCR), automated workflows, and enterprise resource planning (ERP) integration. DynamicPoint’s EasyEXP365 enables employee expense management within Microsoft Office 365. Functionality is included for incidentals, mileage, and corporate credit card charges. The EasyEXP365 App manages the following three steps in the process:
- Receipt capture – Supports image upload or mobile app capture of incurred employee expenditures
- Processing – OCR data extraction, review and approval of the expense report, mileage reimbursement calculation, accounting assignments and corporate credit card processing
- Integration – Automatic integration of the expense report with most market leading ERP applications
Frequently Asked Questions
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.