Overview

Teamleader's Expense Management is an integrated solution designed to simplify and centralize the tracking, approval, and processing of business expenses. By embedding this functionality within the Teamleader Focus platform, it enables businesses to manage their finances more efficiently, reducing manual work and minimizing errors. The system allows users to scan and upload receipts, track expense statuses, review invoices, and link costs to specific projects, providing a comprehensive overview of financial activities.

Features and Capabilities

• Scan & Upload Documents: Utilize AI-powered scanning to automatically extract details from receipts and invoices, saving time and reducing errors.
• Track Expense Statuses: Assign statuses to each expense (e.g., pending, approved, rejected) to maintain clear oversight of financial activities.
• Review Invoices: Easily check incoming invoices for mistakes and keep unnecessary costs at bay.
• Approve or Reject Expenses: Quickly approve or reject expenses, streamlining the approval process.
• Link Costs to Projects: Assign expenses to specific projects for a clearer view of project costs and margins.
• Profit & Loss Analysis: Gain insights into earnings and spending with real-time control over margins.
• Pay Incoming Invoices: Handle your expenses directly within Teamleader Focus.
• Bank Account Integration: Connect your bank account to automatically retrieve payment data and link it to your expenses and invoices.
• Integration with External Software: Connect tools like Yuki and Payconiq to centralize all financial data in one place.