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Expense Manager allows firms to capture sundry costs from a wide variety of third-party providers, including courier services, on-line search vendors, caterers, travel agents and taxi/limousine services for processing potentially client-chargeable expenses.
Data can be imported automatically from those vendors who provide electronic invoicing or entered manually for those with paper receipts. A variety of formats can be imported, including CSV, XML, text files and Excel.
Imported transactions can be processed using the Exception Manager module or can be uploaded to the practice management or financial system. Once an import template has been created the system administrator is able to re-use the logic for other data imports and then configure the Exception Management module to deal with any required workflow.
Using Advance PIQ detailed multi-dimensional reports can be created that allow management to ‘drill into and through’ the expense structures of a practice to identify areas of excess or inefficiency.
Expense Manager also incorporates a comprehensive corporate credit card import and processing module. Compatible with a variety of corporate credit card product offerings, it allows the import of credit card transactions and assignment of chargeable and non chargeable codes on a daily basis. Both corporate liability and personal liability versions of corporate credit card offerings are supported, allowing the assignment of company credit charges to specific accounts or employee expense claims.
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