WorkPlace Expense

Kommentare: I am the Controller for Quadax and the final Reviewer for Expense reimbursements. Our Company has a complex Organization chart, so we have a lot of Approval Lists and Routing Rules. But once these are set-up, WorkPlace is easy to maintain. It is also helpful that Travel requests can route differently and be based on different criteria than the expense sheets. I especially like the feature that creates the expense sheet from an Approved Travel request. My travelling account reps really like the WorkPlace Mobile App for taking pictures of meal receipts, etc., while on the road. My Sr. VP's like that they can filter the Travel requests and Expense sheets during approval. I like that the attachments show up in the side window for quicker review (not having to open an attachment). We process expense sheets weekly for payment and the synchronization with our ERP has been working effortlessly. WorkPlace Travel & Expense has been a huge factor in our effort to go paperless and has improved the timing of our employees expense reimbursement payments. This makes everybody happy!

Vorteile: Easy to learn and navigate for the end users. Because it is web-based, it can be used from almost anywhere. Makes processing expense reports quicker and more efficiently.

Nachteile: Initial set-up was time-consuming, but our Company has a complex Organization chart, with a lot of levels of approval.

Kommentare: The automated routing rules and flexibility have allowed us to create a very flexible and dynamic approval process for our expense reports. We are a third party administrator for many different companies so the ability to successfully process under each companies unique guidelines is a major plus. We do appreciate that any customization requests that have been created and fulfilled have been turned into system configuration options in future releases thus making sure we are always using supported base code.

Vorteile: The system is extremely flexible in configuration and routing allowing us to adapt and change quickly to our business needs

Nachteile: The web interface is not as customer friendly as other software on the market, user adoption takes a little bit of time

Kommentare: I like the expense module for WorkPlace. If I had a wish list, it would include:
1) Being able to assign an "invoice number" to the expense report (currently is sent to SAGE with a system assigned voucher number)
2) Being able to attach documents to the expense reports after it has been processed and sent to SAGE. Often receipts come in late and it would be nice to attach it to the original document
3) Having a search capability that captured both the expense module and the check request module. Research on a GL requires searching both modules and combining them. Overall we are happy with the expense processing, but as noted there are a few improvements I would recommend.

Vorteile: Very user friendly in terms of navigation.

Nachteile: Having 2 separate modules for expense report processing and check request processing

Kommentare: I am using an older version of Workplace. I rather make put in more comments after the upgrade of GP then Workplace.

Kommentare: I would highly recommend this product to any small/mid-sized company that is looking to track and bill employee time.

Vorteile: - Ease of use
- Web based
- Tight integration into ERP system
- Willingness of development group to work on and implement our enhancement requests into the product

Nachteile: - Lack of reporting functionality