Expenses Solution

Key Benefits of Expenses Management Software

Cash advance management

Cash advances can be recorded and accounted for with the same workflow options that are available for standard claims.

Mobile receipt capture

Our mobile receipt solution can capture almost any paper receipt, optimise automatically, and ensure they are digitally and securely stored for retrieval at any time.

Approval and QA workflow

All of our solutions include the same workflow options for review and approvals, and the chance for your claim to be QA checked and approved.

Multi currency & multi company

No matter where in the world you are, or which currency you’re working in, Documation captures receipts and processes expense claims with haste.

Realtime posting & retrieval integration

With our Enable platform, which already integrates with multiple finance systems around the world, we can guarantee the most up-to-date posting and retrieval of expense claims

Get in touch

Documation can provide a solution to almost any information management or document processing challenge. Contact us now to find out how we can help.

Claims can be approved and validated hassle-free

Claims can be routed for quality checking depending on the situation. Taking into consideration the Claimant, the Expense Line type, or even the Policy validation before deciding on the route for authorisation, we can decide on what approach or direction to take your claim in before being routed for final review.

Recorded cash advances available

Need to provide receipts and accountability for an advance? All of our cash advances can be recorded so that you’re covered no matter what. The same workflow options that are available for standard claims such as QA checking, final reviews and authorisation are also included with this solution.

Quick and accurate browser-based claim creation

With browser-based claim creation, you can be sure that each claim will be completed quickly and easily. You’ll receive a full view of each receipt image, while machine learning technology guarantees quick and accurate claim completion.

Claims can be made for one person on behalf of another

The option to make claims on behalf of another is both simple and easy, with a process that is hassle-free and quick to complete. A document that summarises your claim will be created and displayed with any claim data that’s available, and stored for any future purposes.

Receipts can be easily and automatically optimised

If you’re dealing with paper receipts, rest assured that by capturing them with your mobile phone or tablet can make handling them a lot easier. They will be automatically optimised and stored digitally in a secure and personal wallet, ready to be associated with any claim you want to create.

Need More Information? Get in Touch with us

Our Testimonials

After coming highly recommended to us, Documation exceeded our expectations. They visited us and quickly came up with a plan and solution that matched our requirements and progressed efficiently, configuring the solution as our business needs changed.

-Eric Adatia, Finance Director at Planet Organic
“A massive thank you for all Documation have done thus far with our project. I know we aren’t the easiest client but I am genuinely excited about the system and its implementation.”

-Ian Westlake, Head of Procurement
“Documation are customer focussed and approachable. They are well balanced between delivering a service, demonstrating their expertise whilst always listening”

Nancy Easey, Central Finance & Project Improvement Manager

Watch The Testimonial
“One of the real key things for us was Documation’s understanding of what our requirements were which made it really easy for us to get the solution that we wanted. They listened to our needs and offered advice and recommendations in line with our budget.”

Kerry Bailey, Strategic P2P Manager

Watch The Testimonial

How We Work

“Listen, understand, respond. These three pillars underpin our belief that the best solutions come from getting to know you, your business and your pain points. Only then will we propose a solution that best fits your needs.” John Wallace

Learn More