
The interface is very easy to use, not just for the end users (card holders) but especially for me as an administrator. I can easily see everyone's receipts, make sure things are categorized correctly, make sure that all the required data has been entered, reports are easy to run and edit because they are downloadable in excel. Everything about it works great for me. Review collected by and hosted on G2.com.
One small request would be the ability to add additional information to the card transactions, i.e. project number. We send the spending to the projects and it would help a lot if we could have a customizable field that would let us make that connection that would automate the allocation function. But there are enough tools to work with that I've got it down to a very manageable amount of work, even though it's not quite "automated". Review collected by and hosted on G2.com.
Thank you, Karla, for your tremendous review of Spend & Expense! We're excited that you find the interface easy to use for both you and your cardholders. You can see all the receipts, making sure they are categorized correctly, make sure all the data is entered, and you can run reports easily and edit them as they are downloaded in Excel format. We appreciate your request for the option to add more information to the card transactions to be able to show the connection that would automate the allocation function. We value your feedback and are always striving to improve our service. Please don't hesitate to contact us if you have any further suggestions.