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Expense Management

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Support Your Services Organization End-to-End with a Powerful, Cloud-Based Suite

Maximize Accuracy and Timeliness of Your Expense Processes

In a billable services organization, expense management is critical. To maximize the accuracy and timeliness of expense reporting and overall expense management, this process should be as easy and flexible as possible for users and connect directly with project management and project accounting.

NetSuite Expense Management offers powerful features that improve productivity, enable better tracking and compliance, maximize the accuracy and timeliness of expense reporting and enhance the overall experience.

Capture all expenses with NetSuite’s simple interface and ensure every entry is accurate. Flexible workflow enables efficient approvals.

Features

Flexible, Accurate Expense Entry and Reporting

Customize business rules for expense management, consolidate expenses from multiple projects into a single expense report and create and submit expense reports from mobile devices.

Advanced Expense Approvals and Workflows

Track expense reports through submit/approve lifecycle, view an auditable system history for each report and create overdue expense report approval alerts.

Simple, Straightforward Interface

Expense reports are one of the highest touchpoints of your Professional Services Automation solution. By designing a simple, easy to learn interface we make this weekly task easy, improving adoption and accuracy.

Benefits

Powers Employee Productivity

Submit expenses from anywhere—via web browser or mobile device. Photograph receipts with an iPhone.

Flexible and Customizable

Customize workflows and approval processes to meet your unique business, project accounting and expense management needs.

Increase Accuracy and Efficiency

Increase accuracy by integrating Expense Management with Project Management and NetSuite ERP to eliminate double entry of expense reporting data.

 

Learn more about how our Professional Services Automation solution can help elevate your services delivery business

  • Business requirements: The ERP system should meet your organization’s business needs and align with your operational processes.
  • Scalability: The system should be scalable to meet your organization’s future needs, including growth, expansion, and changing business requirements.
  • Customization: The system should allow for customization to meet specific business needs and integrate with other systems.
  • Integration: The ERP system should integrate with other systems and applications your organization uses, such as CRM, HR, accounting, and inventory management.
  • Ease of use: The system should be user-friendly and easy to use, reducing training costs and ensuring a smooth transition for employees.
  • Cost: Consider the total cost of ownership, including licensing, implementation, training, and ongoing maintenance costs.
  • Security: The ERP system should have robust security features to protect sensitive data and prevent unauthorized access.
    Vendor reputation: Choose a reputable vendor with a proven track record of delivering quality ERP systems and excellent customer support.
  • Support & maintenance: The vendor should offer reliable support and maintenance services to ensure smooth system operation and minimize downtime.
  • Industry-specific features: The ERP system should have industry-specific features that meet your needs, such as compliance with regulatory requirements or specific reporting capabilities.
  • Experience and expertise: Choose a vendor with a proven track record of delivering successful ERP implementations. Look for reviews, case studies, and references to evaluate the vendor’s experience and expertise.
  • Project management methodology: Check their project management approach and see how they manage risks, issues, and change requests.
  • Team composition: Ensure the vendor has the right team composition to deliver successful implementation, with skilled and experienced members having diverse expertise like functional, technical, and project management.
  • Customization capabilities: The vendor should have customization capabilities to meet your specific business needs and integrate with other systems.
  • Cost: Consider the vendor’s pricing structure, including implementation, training, and ongoing maintenance costs.
  • Training and support: Check their training and support processes and see how they will help you and your employees throughout the implementation and beyond.
  • Change management expertise: The vendor should have experience in change management, ensuring your organization can adopt the new system smoothly and efficiently.
  • Communication and collaboration: The vendor should have open and transparent communication channels and foster collaboration between their team and your organization.
  • Data security: The vendor should have robust security features to protect sensitive data and prevent unauthorized access.
  • Scalability: The vendor should have the capabilities to scale the system to meet your organization’s future needs, including growth, expansion, and changing business requirements