Expense Management System.
We set up an expense management system, such as Zoho Expense or Zaggle's expense platform, so employee claims, travel, advances and corporate card spends follow your policy from submission to reimbursement. Configuration covers policies and limits, per diem and mileage rates, approval chains, receipt capture and posting to your accounting system.
Typically 1–3 weeks. The complexity of the policy, the number of approval levels and the card and accounting integrations drive the time.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Businesses handling reimbursements through email, paper or spreadsheets
- Companies with travelling sales or field teams
- Finance teams reconciling corporate card statements by hand
What you receive at the end.
- 01Configured expense tool with policies and limits
- 02Approval chains by department or cost centre
- 03Card feeds and receipt capture, where supported
- 04Accounting integration with mapped categories
- 05User guide for employees and approvers
Expense Management System, step by step.
Typically 1–3 weeks. The complexity of the policy, the number of approval levels and the card and accounting integrations drive the time.
- 1
Policy mapping
We translate your travel and expense policy into categories, limits, per diem and mileage rates.
- 2
Tool configuration
Users, departments, cost centres, approval chains and policy-violation rules are set up.
- 3
Cards and receipts
Corporate cards are connected for transaction feeds where supported, and receipt capture is enabled on mobile.
- 4
Accounting integration
Expense categories are mapped to your chart of accounts, and approved claims post to your books, for example Zoho Books.
- 5
Rollout and support
Employees and approvers are trained, and we support the first reimbursement cycle.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- Travel and expense policy
- Employee list with departments, cost centres and approvers
- Corporate card details and bank contacts, if cards are used
- Chart of accounts and GST treatment for expense categories
- Admin access to the expense tool and accounting system
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Expense Management System.
Ready to discuss Expense Management System?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.