Using Expense Report Software

Learn about using expense report software

Learn how to use expense report software to increase your efficiency and reduce the duplication of data entry work. Expense report software can be customized to be in compliance with your firms internal expense software policies. Discuss the settings on your expense report software with your accounting services firm to ensure strong internal controls are in place.

Discuss the proposed changes with all your staff and use this opportunity to refresh internal procedures and ensure all staff are provided with a written copy. The instructions for working with expense software should be simple, straightforward and no more than one page in length. Follow the three steps below to learn more about using expense reporting software.

1. Read your expense report software manual.

2. Sign up for a course on expense reporting software.

3. Expand your knowledge of expense reporting.

 

Review your expense report software manual

Read the manual provided with your expense report software. Pay close attention to the step by step instructions for your expense reporting software. Set aside time every day to focus on the basic features of your online expense reporting system. Work through the features of the expense reporting software, including the structure behind online expense reporting.
Try: Read the manual provided by Clients & Profits X or SuperPro Expense Report. Both provide documentation of how to use the features of your online expense reporting system, in addition to instructions on running report and analyzing spending. These advanced features provide the greatest benefit when using expense report software.

Take a course on expense reporting software

Attend a training course or seminar on the expense reporting functions provided in your expense report management system. Look at the agenda and select a session that covers the topics that are of interest to you. Prepare for the expense software course by reading the relevant sections of the online expense reporting manual and trying out the features.
Try: Invite processing staff to attend the training seminar. Ask staff to make a presentation of what they learned to the remaining staff. Unanet provides Internet based seminar on expense software systems. The Accounts Payable Network offers seminars and courses on expense software.

Watch expense reporting videos

Schedule time to review the best practices on managing employee expense reports and expense reporting system initiatives. Find out how other firms and businesses have implement the concepts of expense management. When using expense report software, it is important to have a detailed business process to support the software.
Try: Learn about how other firms work with expense reporting software by watching a video demonstration on expense reporting software from Get My Time or Concur. Both firms provide expense reporting software, training manuals, videos and online seminars to help with the implementation of expense reporting software.

 

• Expand your knowledge of how to work with expense report software to yield all the potential benefits for your business.

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