EXPENSE REPORT MANAGEMENT
We have developed a comprehensive, modular solution for the digital management of expense claims and the process of approving and controlling them.
The solution consists of four modules, integrated into a single platform:
Captio: cloud-based app for filling in expense reports
Electronic invoice reconciliation
Reconciling expense reports and credit card movements
Preservation according to the Law
What are the challenges for companies?
- High risk of errors in data entry.
- High possibility of loss of paper receipts by transferors.
- High level of time spent by the administrative office on checking compliance with company procedures.
- High amount of time spent on the task of reconciling invoices with expense claims.
- High amount of time spent on reconciliation of credit card movements with expense reports.
- High risk of fraud by transferees.
- High costs incurred for paper storage.
- Difficulties in regulatory compliance for the correct dematerialisation of expense claims.
The Archiva solution allows you to:
Increase process efficiency
Thanks to the application that enables in a single digital flow the planning, authorisation and booking of the trip, as well as the reporting, monitoring, reconciliation and accounting of expenses.
Increase control over expense reports
Thanks to the transparent and monitored digital process in line with company policy.
Reduce delivery times and manage expense reports
Thanks to the application that allows travelers to upload their expense reports and send them directly to the company.
Ensure regulatory compliance
Thanks to Archiva’s regulation-compliant digital storage service, which guarantees the certified online display of electronic and analogue documents in compliance with all DigitPA legal and regulatory requirements.
Increase productivity
By eliminating the manual tasks involved in managing business expenses.
Eliminate the risk of errors and loss of information
The application’s automatic scanning eliminates the manual data entry process.
What are the benefits for the customer?
Automated data entry thanks to the OCR engine for receipt recognition.
Dematerialisation of receipts eliminating the risk of loss.
Reduction of time spent on checking compliance with company procedures.
Automatic reconciliation of invoices with expense reports.
Reduction of costs incurred in the preservation of paper documents.
Features
Captio
Captio is the cloud-based platform specialising in digital travel and expense management. The process starts from travel planning through to digital expense reporting, and captures and categorises expense claims with the app installed on smartphones, tablets or MFPs. The company equipped with Captio has a modern expense control tool that is easy and intuitive to use, and achieves substantial and measurable savings.
Integration of captio solution with company ERP
The solution allows integration with the company ERP, thanks to the possibility of exporting your data from the Captio platform and its subsequent transmission, which enables immediate communication between the two systems.
Preservation according to the law
This process enables the legal preservation of expense reports and receipts. This process enables the company to digitise expense claims and receipts in paper form, with the certainty of being compliant with regulations.
Reconciling expense reports with electronic invoices
Thanks to the use of the Pega platform, the process of reconciling expense claims with invoices is optimised. The system is able to recognise expense claims invoices that are automatically matched to the corresponding expense item in Captio.
Optional module: reconciliation of charges from credit card statement
Through the infrastructure made available by Archiva and by the management system of reconciliation of the receipts implemented in Pega, it is possible to create a function whose purpose is the control of the expenses obtained through a cross-check between the expenses recorded in Captio whose method of payment indicated is the company credit card and the statement of account of the latter.