At Declaree, we are continuously working and striving towards making our solution the most user-friendly and flexible in order to accommodate the individual needs of your company. The following are the 10 smartest features of Declaree that can help you make your expense management process more efficient and time-saving.
#1 Daily allowances
Daily allowances can be reported in the Declaree app with few simple steps: Create a journey and select the days for which daily allowances apply. Breakfast is included in your hotel stay? You receive lunch at your conference or have a seperate dinner with client? No problem. Once the daily allowances have been selected, they can easily be adapted.
#2 Flexible workflow
In large organizations, processes often get stranded in the workflow due to hierarchy. We have focused on developing a built-in workflow that matches any requirements. For example, let’s assume that your workflow specifies that expenses over $500 require approval from an additional manager: you can easily set this up in Declaree. There are also other functions, such as sending a report to a specific approver depending on the project that the employee is working on. With Declaree, all policies and processes can be mimicked and implemented easily, no matter how complex.
#3 Merge your booking confirmations
If an employee receives a booking confirmation, for example for a flight or an hotel, he/she can forward the PDF booking confirmation to email@example.com (from the e-mail address registered in Declaree) and the expense will be automatically added, with the booking confirmation in the attachment. The only thing left to do, is to assign the correct report and you’re good to go.
#4 Freelancer? Don’t you worry!
Employees working for multiple companies can easily switch between accounts within the app. Furthermore, it is also possible that assistants or managers can access the account of other employees and submit expenses in their name. In order to ensure full transparency, all changes can be traced in the history.
#5 Single Sign-On
Besides the conventional login option, Declaree can be accessed from the existing corporate portal using their existing username and password. The process that enables this is Single Sign-On (SSO). This makes it easier for organizations to manage and reinforce security requirements on the one hand and for employees to remember their login information. Additionally, SSO provides improved transparency of which platforms are available to whom. It gives a simple, clear interface for identity management and permissions across all integrated systems.
#6 A white label solution
Declaree offers your company the option to tailor the mobile and web app according to your corporate image. This way, Declaree becomes an integral part of the company as opposed to “just one more tool”.
#7 Report history
Declaree secures your data for at least 10 years. Not only bills and expenses, but a detailed history table shows all of the steps, approvals and changes made by each supervisor within the expense-management system.
#8 Export the information you actually need
Export formats can be individually specified and tailored to your accounting needs. Our Export-Generator tool lets you easily create your own custom export formats. Simply name the column headers and select the data that should be pasted from Declaree in each column of your export. Just drag and drop single columns to conveniently re-arrange the order if needed. Any kind of file formats can be supported support.
#9 Custom fields
Another feature which adapts to your organization are custom fields: you can easily define specific fields for your own administration. For example, if employees are working from multiple locations, an additional field can be customized to specify the office they report to when adding an expense.
#10 Smart Reports
The Smart Reports feature allows you to automatically create and associate reports, depending on defined conditions (such as a specific period or a project). This saves the employee the work of creating the correct report and selecting it manually. The biggest advantage is that the all departments involved in the process (e.g. office management, accounting, sales) have a clearer overview. Another feature of the Smart Reports is the automatic submission of reports according to pre-set specifications (e.g. at a specific date). This allows for minimizing the occurrence of errors and reduced overhead when submitting an expense-report
If you want to learn more about how Declaree can help you to streamline your expense-management process, reach out and schedule a personal demo with one of our consultants.