Hello,
We are in the process of finding an expense-tracking app for our participants/volunteers to use while traveling on our international projects.
We’d like it to be able to do the following:
- Take pictures of receipts and credit card statement
- Reconcile receipts with credit card statement
- Create an Excel report
- Convert foreign currency to USD
- Auto-populate date, vendor name, location, and expense category (i.e. food, hotel, transportation, etc.)
- Allow for approval flow options
- Integrate with Sage and Salesforce with upload capabilities.
I know there are probably many apps that can do these things, but we are trying to narrow it down to a few that we can investigate more deeply.
Do you have any recommendations?
Thank you!
1 respuesta
Hi @Jason Kise,
This thread may be of use: Has anyone used Expensify and Salesforce for managing Expense Reporting? (it goes beyond Expensify).
HTH
Regards,
Scott S Nelson