Budget Manager - All features
Our feature rich platform is backed by a local team helping our customers with proactive spend management.
Budget features
- Budgets can be created on one or more of the following dimensions
- Cost centre
- Project Group
- Projects
- Activity Code
- Expense types
- Budgets can be created online or via a csv upload
- Multiple budgets can be created and for set periods
- New budgets can be created with opening balances
User features
- Users see the budget allocation at the time of expense creation, invoice approval and purchase order creation
- Budget, spent, pending and available amounts are displayed
- Over budget warning is displayed
- Budget calculations are displayed in real-time
- Rejected or cancelled claims return that amount back to the available budget
All ProSpend modules come with the following features
Approvals
Configure different approval workflows for different modules - Expense, purchase orders or invoices and by user
- Approvals on mobile and desktop
- Single or multi-step workflows
- Configurable approval limits
- Cost centre and category approval workflows
- Predefined approvers or any approver workflow options
- Purchase order approval workflows with check conditions
- Purchase order approval with Goods Receipt Acknowledgement
- Reject approval workflows
- Approver out-of-office workflow
- Approval by suppliers, expense type and projects
User permissions
An extensive range of permissions can be easily configured by users and include:
- Categories & cost centres
- Reports
- View all and update some or all claims
- Multiple delegates
- Alerts for scanned bank mismatch
- Option to delete sensitive documents
- View all purchase orders
- Bill cycle import
- Administration for virtual cards
- System generated emails
Multi-entity databases
ProSpend has been designed to handle multi-entity businesses all in the one database. You can manage spending across different entities with different configurations and with a consolidated view
- Locations/Categories/Countries
- Business Units
- Divisions
- Cost centres
- Projects
- Approvals
- Suppliers
- Purchase Order customisation
Admin & Payer rights
Finance teams need visibility and flexibility to monitor and manage spend and make changes quickly to adapt to business needs. ProSpend offers a range of features for these teams
- Payer rights to return and review
- Administrator rights for update, edit and maintain entire database
- Payer export & import data rights
- Operational dashboard
- Bulk close and view all PO's
- Bill cycle import and maintenance
- Administration for virtual cards
- ABA file creation and export
- Audit trail on all transactions on all modules and sensitive admin data
- Auditor access
Start your automation journey with one or more of our flexible modules, and scale up as your needs grow
Expense Manager
With Prospend's advanced expense manager, everyone in your organisation benefits from the speed, simplicity, efficiency and accuracy of an automated expense claim and reimbursement process
AP Manager
Automate all of your accounts payable processes and save time and money. Eliminate the costly problem of paper invoices, manual entry and slow approvals. And backed by fraud control.
Purchase Orders
Take your entire purchase process online and give your employees the ability to plan their spend. Integrate purchase orders with our invoice module for a complete purchase to pay platform
Virtual Cards
Flexible, secure and instant issue virtual cards with spend limits. The dynamic financial tool that will give your team the spending power they need, with the control and visibility your company demands
Travel Manager
Reconcile travel with daily feeds and digital receipts. Digital travel receipts are sent directly to your travellers with expense matching and auto-coding.
e-Invoicing
Fast-track your digital transformation and receive your supplier invoices digitally. Our secure e-Invoicing solution is the smarter way to increase efficiency and accuracy
One platform for all your business spend
Easily manage your spend, expenses, invoices, purchase orders and budgets all in one powerful expense management solution.