Digital expense reports in Salesforce
Report expenses and travel costs faster and easier in Salesforce through our Expenses app.
In the age of digitalisation, an expense report must be simple
Anyone who has spent time away from the office, on the road in different locations, will be familiar with the challenges of doing their expenses. The burden of gathering physical and digital receipts, entering destinations into a spreadsheet, ensuring one is keeping to the meals allowance for the country in question and, last but not least, preparing an expenses claim and handing it over to the back office. Of course, for tax purposes, it is crucial that no important elements are missing. It can be a nasty surprise to find that you have misplaced a receipt.
Creating and preparing an expense report can be a time-consuming task. Often, employees use a combination of self-formatted tools such as Excel or Google Sheets, which require time-consuming manual maintenance. Not only is this system inefficient, it can also lead to errors. You must check yourself whether all relevant fields have been selected or whether the applied formula hasn’t been damaged during the import or export of your expense report. Finally, the expenses have to be checked and approved by another department before the process is complete.
In the age of digitalisation, surely there is an easier way.
Our solution: expense reports in Salesforce
With our Expenses App, companies can minimise their administrative effort significantly, and they can do so completely digitally.
Direct access to the app
Include the Expenses app on your Salesforce home page as a component to create expense reports even faster. You can also choose to display the list view of your expense reports on your home page.
Google mileage calculator
Simply enter your point of origin and the address of your destination into your expense report and the app will automatically calculate the mileage for you.
Reference to Salesforce records
If project-related expenses are incurred, they can be easily assigned to Salesforce records. This gives you an even better overview and allows you to calculate further costs if necessary.
All expenses in one document
The expense report, motor vehicle report and charges forward report have been combined so that only one report needs to be generated each month.
The app automatically calculates daily allowance rates (per diems) for business trips at home and abroad as well as the duration of the relevant trip.
Digital document management
Take a picture with your phone or your tablet and conveniently assign a receipt to the appropriate expense in the app.
Frequently Asked Questions
Control centre for data-driven marketing for a nonprofit company
Before the project began, multiple, disconnected tools were in use, and marketing was carried out in a fragmented and ineffective way. Our task was to reengineer company infrastructure and processes to enable data-driven and interest-driven marketing and fundraising. Once the work was completed, we were able to exceed expectations and increase the revenue from annual donations by up to 30%.
Transition to Lightning Experience and introduction of a new admin process
Case Study: By switching to Lightning Experience, the familiar was combined with the comfort and advantages of the new. This also speeds up the administration process.
Introduction and global implementation of Salesforce Sales Cloud and Service Cloud
The client originally used its ERP systems in combination with non-connected tools such as Outlook, Excel and Word. This led to a high manual workload in the sales and service areas of the business, and impaired the workflow.