Lotus Notes Expense Management

Web Enabled Lotus Notes Expense Reporting

Expense Tracker streamlines and secures the expense and billing process. Users can submit project and travel expense reports from any location through Notes or the Web. Expense Tracker also supports the billing of expenses back to customers or internal cost centers.

The integration of Expense Tracker with Personnel Tracker ensures secure automatic routing based on predetermined roles, approval cycles, and spending limits. If the expense is to be charged against a customer, Expense Tracker can import the current billing information from Customer Tracker.

Expense Tracker establishes a workflow for expense report submission, approval and accounting (for more detail, see the Bizco staff's Roles & Responsibilities in expense management), streamlining the expense reporting process from start to finish.

To see Expense Tracker in action, please watch our Flash demonstration.

See our Expense Tracker feature sheet.

Expense Tracker features -

• Easy-To-Use expense reports may be composed for oneself or by an approved delegate. Expenses can be reported as billable or non-billable.
  • Expense Tracker monitors and records all editing of reports, including their authoring, creation, and modification with electronic signatures.
  • Expense Tracker offers remote access to expense reports. Reports can be reviewed from any Notes client or the Web.
  • Expense reports include multiple currency and rate conversion support.
  • Secure, automatic expense report routing is based upon the predetermined roles, approval cycles and spending limits defined in Personnel Tracker.
• Exclude projects in specific status from being chargeable.
• In/Out Boxes allow users to easily track their expense reports as they move through the approval process.
• Runs in Lotus Notes, the Web and Websphere.
• Includes support for bill back of expenses to customers or internal cost centers. Customer billing information is automatically imported from Customer Tracker.
• Includes up-to-date accounts payable lists.
• Automatic reporting allows for real-time data viewing by employee, project, customer, cost center or period.
• Billing information is attached to the expense report throughout the approval process.
• Expense Tracker generates detailed billing slips, suitable for mailing.
• Real time posting option available.

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