Purchases Module Overview
The purchases module enables everyone in your team to record purchases and upload receipts digitally without having to fill out paper expense forms.
Benefits include:
- It’s super quick
- It saves wasting paper
- Noone has to key in all of the data from paper expense forms
- It saves time
Special features:
- You can enter purchases on any device, including your phone
- You can upload receipts or submit receipts via email
- You can restrict each user's access to just the purchase types and categories assigned to them
- Users can track the status and progress of their own purchases
- Finance Team users can edit purchases and search all purchases
- Purchases can be split against multiple funds/categories easily
- For purchases in other currencies, there is a daily currency feed that converts amounts into GBP
- A duplicate checker alerts users where a purchase being submitted has already been entered
Watch this short video to learn more about the Purchases Module:
Frequently Asked Questions:
- Is there an app?
- How do I submit an expense claim for multiple purchases?
- Can I submit purchases on behalf of other people?
- Does the physical receipt need to be kept once it is in ExpensePlus?
- How do Business Card Purchases work?
- How do I record Standing Orders and Direct Debits?
- Is it possible to add more than one receipt?
- What is the difference between a supplier and a payee?
- What do I do if I've lost my receipt?