Automates the tracking, reporting, and approval of business expenses, making the process faster and more accurate. It enables employees to submit expenses, upload receipts, and get approvals in real time.
Purchase Request
Streamlines the process of submitting, tracking, and approving purchase requests enabling employees to easily create requests, while managers and authorized departments can review, approve, or reject them with real-time visibility.
- Automated workflows according to the approved budget and limits of authorities
- Budget control and traceability
- Ensures policy compliance
- Reduces approval bottlenecks through automation of the approval limits
- Improves purchasing efficiency
Advance Payments
Simplifies the process of requesting, approving, and tracking advance payments enabling employees to easily submit requests, while providing managers with real-time visibility for swift approval.
- Enhances control over advance payments, leading to better financial efficiency and oversight
- Ensures policy compliance
- Budget control and traceability
- Ensure transparency
- Reduces delays
- Improves cash flow management
Collaboration and automation tools
Enables teams to work together seamlessly by providing tools for communication, file sharing, and task management. It facilitates real-time collaboration, allowing users to collaborate on documents, track project progress, and share updates in a centralized platform. Key features include messaging, shared workspaces, and integration with other productivity tools.
- Collaborate with team through cases, activities and post at entity level
- Collaboration and approval workflows
- Consolidate entity associated documents in one place
Enterprise level integration
Enables seamless connectivity between diverse systems, applications, and data across organization. It ensures smooth data flow, eliminates silos, and optimizes workflows by integrating critical business functions such as CRM, ERP, and supply chain management.
- Expense management module is fully integrated with the company budget
- Expenditures items can be linked with product catalogue, provider quotation or order intem
- Expense management is fully integrated with all Vision 365 modules and components