About EasyEXP365
EasyEXP365 is an expense management software from DynamicPoint that simplifies the tracking and approval of employee expenses. It combines automated expense reporting, multi-currency support, and integration with Microsoft Dynamics 365 so companies can manage expenses efficiently. Organizations can customize approval workflows and generate insightful reports for better financial oversight. EasyEXP365 also ensures compliance with company policies and improves visibility into spending patterns. Key capabilities: automated expense reporting multi-currency support integration with Microsoft Dynamics 365 customizable approval workflows insightful reporting Best for: finance teams that need to track and manage employee expenses effectively.
EasyEXP365 Employee Expense Management provides a comprehensive and flexible solution for automating expense reporting, uniquely standing out due to its tight integration with the Microsoft Office 365 and Power Platform ecosystem. This deployment model is a core differentiator; it is a Cloud/SaaS/Web-Based application, where all employee expense data is stored securely within the customer's own Office 365 tenant, specifically leveraging SharePoint document libraries. The application utilizes components like Power Apps for mobile receipt capture and entry, Power Automate for sophisticated, custom approval workflows, and Power BI for detailed reporting and spend analytics. This structure makes the system incredibly user-friendly for existing Microsoft customers and ensures that the application is highly configurable, adapting easily to specific corporate policies—a feature that sets it apart from more rigid competitors. The system's robust functionality is highlighted by its real-time integration capabilities. EasyEXP365 uses the software vendor's provided API to perform live queries against market-leading ERP systems (such as those from Microsoft Dynamics, among others).
Pros & Cons
- +Real-time ERP integration ensures accurate financial data without duplication.
- +Highly configurable workflows allow adaptation to unique organizational processes.
- +Mobile, web, Outlook, and Teams interfaces improve usability and adoption.
- +Drill-back feature ensures strong auditability and traceability of expenses.
- +Reduces manual data entry, saving time and minimizing errors.
- −Some advanced features may require technical setup or consulting support.
- −Limited visibility on pricing for large-scale or enterprise-level deployments.
- −Dependence on Office 365 tenant storage may be restrictive for some organizations.
- −No public community forum to share knowledge or solutions among users.
- −Initial configuration and ERP integration may require IT resources and planning.
Features
Key features
- Receipt Capture
- Allows employees to upload or capture receipts via mobile or desktop for automated expense processing.
- OCR Extraction
- Automatically extracts key data from receipts to populate expense reports and reduce manual entry.
- Workflow & Approval Routing
- Supports multi-level approval workflows using Microsoft Power Automate for faster approvals.
- ERP Integration
- Real-time integration with major ERP systems eliminates duplicate data entry and maintains data integrity.
- Mileage Reimbursement
- Automatically calculates travel expenses using distance data from Google Maps.
- Credit Card Management
- Handles corporate credit card transactions, allowing auto-import and reconciliation.
- Policy & Rules Engine
- Enforces company-specific expense policies and validation rules during submission.
Additional features
- Receipt Capture
- Allows employees to upload or capture receipts via mobile or desktop for automated expense processing.
- OCR Extraction
- Automatically extracts key data from receipts to populate expense reports and reduce manual entry.
- Mileage Reimbursement
- Calculates travel expenses automatically using distance data from mapping tools.
- Expense Handling
- Manages incidental, credit card, and out-of-pocket expenses in a single system.
- GL & Cost Center Coding
- Assigns expense line items to the appropriate GL accounts, cost centers, and departments.
- Workflow Approvals
- Supports multi-level approval workflows via Microsoft Power Automate for faster processing.
- ERP Integration
- Provides real-time integration with ERP/accounting systems for AP, GL, and payroll.
- Audit Drill-back
- Creates links from ERP transactions back to the original expense report and receipts for auditing.
- SharePoint Storage
- Stores receipts and attachments securely within the user’s Office 365 tenant SharePoint libraries.
- Power BI Reporting
- Offers integration with Power BI for detailed reporting and analytics of expense data.
- Custom Fields & Metadata
- Allows customization of fields and metadata to match organization-specific processes.
- Multi-Platform Approvals
- Enables expense approval via Outlook, Teams, mobile apps, and web interfaces.
Pricing
Monthly plans
Monthly
USD 300
Countries & Languages
Interface languages
Billing currencies
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About EasyEXP365
EasyEXP365 is an expense management software from DynamicPoint that simplifies the tracking and approval of employee expenses. It combines automated expense reporting, multi-currency support, and integration with Microsoft Dynamics 365 so companies can manage expenses efficiently. Organizations can customize approval workflows and generate insightful reports for better financial oversight. EasyEXP365 also ensures compliance with company policies and improves visibility into spending patterns. Key capabilities: automated expense reporting multi-currency support integration with Microsoft Dynamics 365 customizable approval workflows insightful reporting Best for: finance teams that need to track and manage employee expenses effectively.
EasyEXP365 Details
EasyEXP365's In-App Market Place
Does EasyEXP365 have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Monthly
USD 300
Accepted Payment Currencies
USD ($)
Pros & Cons
- Real-time ERP integration ensures accurate financial data without duplication.
- Highly configurable workflows allow adaptation to unique organizational processes.
- Mobile, web, Outlook, and Teams interfaces improve usability and adoption.
- Drill-back feature ensures strong auditability and traceability of expenses.
- Reduces manual data entry, saving time and minimizing errors.
- Some advanced features may require technical setup or consulting support.
- Limited visibility on pricing for large-scale or enterprise-level deployments.
- Dependence on Office 365 tenant storage may be restrictive for some organizations.
- No public community forum to share knowledge or solutions among users.
- Initial configuration and ERP integration may require IT resources and planning.
EasyEXP365's Support Options
Email Address
info@dynamicpoint.comEasyEXP365's Alternatives
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