Expense Reports

Keep track of how you spend.

Looking for an easy way for employees to report expenses? Interested in which customers you’re spending the most on? DataSync’s intuitive expense reporting module makes expense reporting fast and allows management to track which clients you’re spending the most on.

Only $399 (one time cost!)

Key features:

  • Intuitive user input screen
  • Configurable default expense line items
  • Attach scanned receipts to expense reports
  • Add expenses directly to leads, contacts, accounts, and other modules
  • Track reimbursable vs. company credit card expenses
  • Advanced approval/rejection for managers with notifications
  • Robust reporting using SugarCRM’s reporting engine
  • Notifications and workflow support to automate processes

Get your expenses in order efficiently with the DataSync expense reporting module!

System Requirements

  • SugarCRM 6.0-6.2 Professional, Enterprise, Ultimate (CE not supported)
  • MySQL 5.x
  • Access to the SugarCRM module loader

Screenshots

Easy Expense Report Entry

Mobile access

Intuitive manager reports

Quick-add expenses

Categorize expenses

Connect expenses to customers

Track milage & reinbursement