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ABOUT IDOCUMENTS EXPENSE MANAGEMENT

Automate Expense Claim Processing

Automate Expense Claim Processing with iDocuments
Automation of expense management with iDocuments

On average, companies spend 10% of their corporate budget on business and travel expenses.

Automation of expense management drives policy compliance, controls spending, and eliminates manual efforts. Powered by Saltbox, iDocuments Expense Management is available only from Vision33.

KEY FEATURES

 iDocuments Expense Management

General
Features
Trips
& Mileage
Intelligent
Workflows & Alerts
Dashboards
& Reports
Track
& Search
Configuration
Options
Secure Web-Based
or Mobile Access

General
Features

iDocuments Software Screenshot
  • Expense creation: Create, edit, and automatically process expense requests from scratch via a web browser or mobile app 
  • Transaction import: Import employee expense transactions securely with Open Banking Link or by manually uploading Excel files 
  • Receipt capture: Capture and upload credit card or expense (reimbursement) receipts via a web browser or mobile device 
  • Document sync: Seamlessly sync approved expense claims with most ERP and accounting systems, including SAP Business One, Sage, Exchequer, and Infor SunSystems 
  • Automated PIs and journal entries: Automatically create purchase invoices or GL journal entries for approved expense claims
Download the Solution Brief

Trips
& Mileage

iDocuments Software Screenshot
  • Log mileage: Log and automatically calculate reimbursement amount using travel distance and approved mileage rates 
  • Configure mileage rates: Assign mileage rates by vehicle type, distance bands, number of passengers, and year-to-date mileage 
  • Journeys: Create pre-defined trips for commonly traveled routes to quickly capture expenses 
Download the Solution Brief

Intelligent
Workflows & Alerts

iDocuments Software Screenshot
  • Automated approval routing: Automatically route submitted expense claims for approval by role, group, or manager 
  • Exception management: Configure workflows to address exceptions to business logic and ensure nothing is overlooked 
  • Business policy validation: Systematically validate and enforce user compliance with expense policies and rules 
  • Automated alerts and reminders: Receive automated alerts and reminders when an expense claim requires approval or has been rejected
Download the Solution Brief

Dashboards
& Reports

iDocuments Software Screenshot
  • Dashboards: Build role-based, customizable dashboards for 24/7 access to the right information 
  • Smart report builder: Create custom expense reports with drag-and-drop simplicity 
  • Out-of-the-box reports: Enjoy a wide range of configurable out-of-the-box expense and KPI reports 
  • Customizable list view(s): Display a searchable summary of expense documents and tasks for users to drill into
Download the Solution Brief

Track
& Search

iDocuments Software Screenshot
  • Audit trails: Create a full audit trail for every document workflow, including the next steps for complete visibility into its history and current status 
  • Smart Search: Quickly locate the information they need across document and transaction types 
  • Document archive: Securely store digital versions of receipts for easy retrieval 
Download the Solution Brief

Configuration
Options

iDocuments Software Screenshot
  • Localization: Operate internationally with support for multiple languages, currencies, and date formats 
  • Customization options: Configure your system for multi-company GL postings, per diem allowances, tax rules, and more 
  • Document types 
    • Credit card expenses 
    • Cash (reimbursement) expenses 
    • Travel requisitions
Download the Solution Brief

Secure Web-Based
or Mobile Access

iDocuments Software Screenshot
  • Mobile app: Capture and approve expenses on the go 
  • Responsive, web-based user interface: An easy-to-use interface dynamically adapts to fit your device 
  • Multi-factor authentication (MFA): Add another layer of protection for your account and its data with extra authentication 
  • Single sign-on (SSO): Simplify access to iDocuments with Microsoft 365 SSO 
Download the Solution Brief

TRUSTED, EXPERIENCED, GLOBAL

Rely on Vision33

SAVE TIME

Improve Operational Efficiency

Streamline and accelerate the expense management process from submission to payment and eliminate inefficient spreadsheet calculations and paper receipts.

  • Transform hours of tedious, repetitive tasks into smart, rule-based workflows
  • Electronically capture receipts at the line-item level and reconcile them with expenses
  • Code and post expenses to other systems automatically
Improve Operational Efficiency with iDocuments
Reduce Expense Spending with iDocuments

DRIVE COMPLIANCE

Reduce Expense Spending

Keep spending and policy compliance in check by identifying non-compliant expense entries, per diems, and fraudulent claims.

  • Apply subsistence, mileage, and tax rules to new claims (e.g., per diem meal allowances)
  • Implement condition-based approval workflows by manager, expense threshold, expense type, and more
  • Integrate with Google Maps to validate mileage, simplify calculations, and prevent fraudulent expense claims

MAKE EXPENSES EASY

Simple and Intuitive

Your teams have enough to do, so why not make the expense process easy for them to manage?

  • Manage expenses from a web browser or the intuitive mobile app, including capture and upload receipts, submit new claims, track claim status, and approve expenses
  • Electronically route expense claims to the correct approver for authorization
  • Use Smart search to locate the information you need quickly
Simple and Intuitive with iDocuments
iDocuments is configured for You

EASY & FLEXIBLE

Configured for You

Customize iDocuments Expense Management to best support your business.

  • Customize dashboards to get 24/7 access to the information that matters most to you
  • Create condition-based workflows, alerts, and more to best align with your processes, policies, and systems
  • Configure approval workflows and notifications to engage decision-makers at the right points in the claims process

Ready to Transform Your Business?

Make Vision33 your partner for success.

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MEASURABLE OUTCOMES

Case Studies

See how Vision33 has helped organizations like yours.

Genmed

Genmed Success Story with iDocuments
Genmed-logo

Medical

Genmed Stays Operational & Efficient During the Pandemic with SAP Business One & iDocuments

Read Now >

INDUSTRY ACCOLADES

Awards & Recognition

Inc5000 Award Bob Scotts Top 100 Award SAP Partner Excellence Award Platinum Club Sage Award G2 Badge SAP Pinnacle Award VAR 100 Award