Expensy
Core Features
Customer experience isn’t an endpoint or a goal you can reach, it’s a relationship among humans, and it requires active participation, attention and maintenance.
Expense Types
Predetermined expense types allows you to track expenses by check, credit, reimbursement or other ways. This is completely customizable to your organization.
Basic types or customize them
- Check
- Credit Card
- Reimbursement
- Petty Cash
- Add your type
Credit Card Types
Get granular with which credit cards are used and for what purpose. This is a great way to see spending if mulitple cards have been distrubuted to your organization.
Basic credit card types
- American Express
- Staples
- Amazon
- Visa
- Add your type
Departments
Your organization has many moving parts and each department has different spending habits.
Now you can track expenses by each department to better gauge budgets allocations.
Funding Sources
The most vital part of any organization, your funders want to know how much gets spent on programs and OTPS. Make sure you have that information at your finger tips.
My Expenses
Keep track of all of your own expenses in one place. See what’s been approved or rejected. See how much you’ve spent and on what. Never lose another sheet of paper again.
Expense Details
See all the details of an expense. Need to go back and pull a receipt or remember when you submitted it? It’s all there for now on.
All accessible via the dashboard.
Email Notifications
Approvers receive emails of new expenses submitted. Approve or reject and the submitted will get notified of the decision.
Search Everything
Every input is searchable, decide if you want to search by staff member, date, expense type or credit card, department or contract and grant.
You’ll never ever have to go digging through paper or spreadsheets again.
Summary
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Before
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After
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The challenge
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Company
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Location
2028 Locust Street
Reynoldsville, GA 31745
Industry
Security & Alarm Systems
Employees
23