Provide convenient electronic reimbursement and cost control management services throughout the entire process, which can quickly initiate reimbursement and application; View reimbursement, business trips, loans, and repayment information; Maintain reimbursement accounts and set expense standards; Support multi-dimensional statistics and analysis of reimbursement data, making employee reimbursement more convenient and company expenses more controllable.
When employees enter invoices, they can flexibly choose various methods such as invoice photography, document entry, inspection entry, and manual entry, which is simple and convenient, and can also avoid input errors, duplicate reimbursement, and other issues.
Before bill inspection, enterprises can choose to set valid or verified invoices to initiate reimbursement, effectively filtering out non compliant bills.
On the one hand, help financial personnel solve problems such as electronic invoice fraud and duplicate reimbursement; At the same time, it also meets the internal control requirements of the enterprise and avoids compliance risks.
By using mobile and web applications, employees can submit reimbursement applications online anytime and anywhere. The mobile terminal can also be associated with electronic invoices, which saves time and effort. In addition, the traditional process of finding reviewers to sign and approve a printed reimbursement form is replaced. The system can automatically remind reviewers to view and approve applications according to the defined workflow. This helps improve the efficiency of reimbursement so that employees can better focus on key business goals.
In addition to creating free approval workflows, you can also set fixed approval workflows to be flexible for different types of reimbursement forms according to the applicant's position, department, reimbursement amount, and expense type. After the employee submits the reimbursement form, the workflow will automatically set the corresponding reviewers based on the submitted form. This eliminates the difficulty of finding reviewers. The system automatically runs online.
Additional communication about the progress of the reimbursement process is not required. Members of the reimbursement workflow fully understand the real-time progress of the reimbursement process, including information about the current processors, the processing time, and the follow-up processors. During emergencies, you can enable the one-click reminder. The system automatically triggers a message to provide you with the progress of the reimbursement.
An applicant can associate the reimbursement form with relevant information, such as the customer and project information, so that reviewers can learn about the specific expense usage and quickly compare the expense with the budget, saving a great deal of the time for interdepartmental communication and improving the reimbursement efficiency.
Based on the actual management needs, you can establish different account budget reminders by year, quarter, month, and a specific management period, and import information into the system in a timely manner to control the costs from the source. During the submission of reimbursement applications, the remaining budget will be automatically displayed. After the reimbursement is approved, the balance is automatically updated. This helps you strictly control the costs.
The reimbursement of different personnel can be flexibly set up with different control schemes through action flow, such as fixed monthly reimbursement amounts for certain fixed accounts, no reimbursement beyond the budget, and regular reminders when the remaining budget is insufficient. This helps enterprises effectively control personnel's reimbursement within a reasonable range, eliminate unplanned expenses, and effectively control costs.
In order to help enterprises provide a backup of paper-based approvals and generate reimbursement vouchers, you can set up different printing templates after submitting approvals online, and record the amount, details, and approval remarks of the submitted reimbursement for approval. After the approval is processed, you can print it with a few clicks.
Data, such as expense trends, invoice amounts, and invoice quantities, can be displayed in a visualized way by this month, last month, and this year. This helps financial and management personnel have real-time insight into the reimbursement, borrowing, and repayment process of the organization.
With the APIs, you can connect the expense reimbursement application to third-party systems to integrate data and workflows. For example, you can integrate the expense reimbursement application with Kingdee Cloud. After the employees apply for reimbursement in eteams, accounting credentials are automatically generated in Kingdee Cloud based on the information of the reimbursement.
