PEX

Expense Approval

PEX's Expense Approval feature streamlines the validation of submitted expenses through configurable workflows. Managers can review, approve, or reject expense claims based on set criteria and thresholds. This control mechanism reduces unauthorized spending, enforces compliance with company policies, and accelerates the reimbursement process by clearly defining approval responsibilities.

Receipt Management

PEX’s Receipt Management feature provides a centralized system for uploading, storing, and linking receipts to corresponding transactions. Employees can attach digital receipts via mobile or web, and managers can easily verify expenses. This simplifies audits, reduces paper clutter, and ensures every financial record is backed by appropriate documentation.

Reimbursement Management

Reimbursement Management in PEX automates the entire employee reimbursement cycle. From submission and approval to payment disbursal, it tracks each step, ensuring timely and accurate reimbursements. This feature improves employee satisfaction, reduces administrative delays, and ensures expenses are paid out in accordance with organizational policies and timelines.

Spend Control

PEX offers robust Spend Control capabilities by allowing administrators to set spending limits, define category rules, and monitor expenditures in real time. It helps enforce policy compliance, reduce overspending, and provide early warnings of budget overruns. This proactive management of spending supports financial discipline across the organization.

Third-party Integration

Third-party Integration in PEX enables seamless connectivity with external systems such as accounting software, ERP platforms, and HR tools. This integration ensures data consistency, reduces duplicate entry, and enhances workflow automation across departments. It supports a more unified financial ecosystem, enabling better decision-making and streamlined operations.

Time & Expense Tracking

PEX combines Time & Expense Tracking to record hours worked alongside associated costs, offering a full picture of project or client-related expenditures. Employees can log time and link it directly to expenses for accurate billing and reporting. This dual-tracking feature enhances transparency, supports invoicing accuracy, and improves cost control.