Easily sort all expenses by their correct codes with predefined categories and costcenters. Employees select the cost category that fits the nature of their expense best. Declaree has multiple default categories and costcenters (e.g. “Parking costs”, “Food and Beverages”), which can be customized to fit your business case completely. You can add a ledger code to each category, as well as to costcenters and projects. These can also be linked to the codes from your financial backoffice system. All information is included in the export of expenses so that costs will be booked correctly.
Groups and Categories
Categories and projects can be assigned to specific groups. This way, you can ensure that users always allocate their costs to the project(s) available to them. Groups also allow you to limit the amount of options an employee is shown, so that only options an employee is allowed to use are selectable. Are different departments allowed to use the same categories, but with different maximum amounts per department? Use Business Rules to further customize maximum’s per employee and/or group.
It is possible to add multiple levels of costcenters or projects. For example, if your company conducts multiple projects for one client, you can simplify the process for your employees by letting them first select the client, and then showing all active projects for this client.