Budget and Expense Management
e-office 11.0 ｜ Standard OA Platform for SME
Check out Weaver e-office budget and expense management solution designed for SME. Manage finances, plan business budget and track expenses in an integrated platform.
Take control of your business finances
Manage budgeting, invoicing, reimbursement, income and expenditure, and finances in an integrated expense management platform.
Budget management
Supports budget plans for company, department, user, role, and project
- Budget control for annual, quarterly, monthly, and custom periods
- Smart alerts for exceeding budget limits
- Real-time calculation of remaining budget limits
Cloud invoice management
Simplify reimbursement form filling with smart invoice management
- Utilize OCR technology for paper invoices
- Intelligent verification and duplicate checking
- Keep track of reimbursement status through workflow
- Manage and orderly sort invoices in folders
Compliance control
Strengthen business compliance control for expenses
- Associate expense requests with specific projects and clients
- Assist organizations in effectively managing expenses within budget or standards
- Provide a clear understanding of the cause and effect of the expense
Mobile expense management
Conveniently make reimbursements through mobile and PC
- Support multi-platform, voice-recognition reimbursement and workflow import
- Intelligently match expense items based on associated processes, improving reporting efficiency without manual input
- Eliminating the need for paper receipts with cloud invoice management
- Support reimbursement for multiple expenses at once
Expense approval
Integrating with budget information for a streamlined approval process
- Display relevant contract, project, and historical expense information in the reimbursement form
- Display reimbursed expense and remaining reimbursement amounts
- Automatically assign approvers based on expense amounts and expense types
- Control data visibility based on permission and job roles
Accounting voucher management
Integrate with third-party financial systems for automatic accounting reconciliation and seamless data exchange
- Convert expenses into accounting vouchers
- Automatically push accounting vouchers to the financial system based on pre-defined voucher conversion rules
- Unified management of business approval and financial accounting system
- Reduce manual entry workload for accounting personnel
Built-in data reporting tools
Visual analysis and statistical summary of budget and expense data
- Summarize budget utilization and remaining amounts across departments, users, companies and projects
- Use reporting tools to generate expense management reports
- Automatically generate expense lists under different cost categories
- Trace details of each reimbursement amount with the corresponding approval process
Income and expenditure management
Management and recording of fund inflows and outflows
- Trace each fund inflows and outflows based on workflows, projects and initiatives
- Set budgeted expenditures and income estimates for each specific plan, with the flexibility to activate over-expenditure warnings
- Display statistics and calculate total income and expenditure
No more data silos while managing business finances
Elevate your office experiences with Weaver e-office. Request for a free demo.
