Employee Expense Management — Five Easy Steps
With Vista integration, empower employees to manage their expenses in five easy steps:
- Employees take a picture of their receipt
- Upload it to HR Management from a desktop or mobile device.
- Code the Expense Type found directly in the Vista HR Management Database. Receipts can be coded beyond Job and General Ledger to include Equipment, Mechanics Work Order and more
- The expense is now ready for manager approval
- Approval is designated to Administrators and can be edited in HR Management. Once approved, the expense can be sent to a payroll or AP batch in the Vista Database
Reconcile Credit Card Expenses
Employees can easily import credit card transactions into HR Management. Then reconcile credit card expenses and code to the proper job or general ledger accounts and settle with vendors via an Accounts Payable batch.