Apptricity Travel and Expense Features
What are the features of Apptricity Travel and Expense?
Expense Reports
- Ease of Creating Expense Reports
- Bank / Credit Card Integration
- Smart Categorization
- Digital Receipt Management
- Employee Reimbursement
- Currency Conversions
Mobile
- Receipt Capture
Top Rated Apptricity Travel and Expense Alternatives
(18)
4.4 out of 5
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Technology Glossary Features
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Apptricity Categories on G2
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Expense Reports
Ease of Creating Expense Reports | Based on 25 Apptricity Travel and Expense reviews and verified by the G2 Product R&D team. Creation of expense reports takes little time and is intuitive for new users | 67% (Based on 25 reviews) | |
Bank / Credit Card Integration | Based on 21 Apptricity Travel and Expense reviews and verified by the G2 Product R&D team. Can easily pull in receipts from all credit card statements | 81% (Based on 21 reviews) | |
Smart Categorization | Based on 21 Apptricity Travel and Expense reviews and verified by the G2 Product R&D team. Automatically assigns categories/accounts based on past entries and credit card statements | 67% (Based on 21 reviews) | |
Digital Receipt Management | Based on 22 Apptricity Travel and Expense reviews and verified by the G2 Product R&D team. Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc. | 65% (Based on 22 reviews) | |
Employee Reimbursement | Based on 24 Apptricity Travel and Expense reviews and verified by the G2 Product R&D team. Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system | 74% (Based on 24 reviews) | |
Currency Conversions | Based on 15 Apptricity Travel and Expense reviews and verified by the G2 Product R&D team. Enables easy entry of expenses in other currencies and converts to expense report currency | 72% (Based on 15 reviews) | |
Credit Card Integration | Integrates with corporate or personal credit cards (import or bi-directional) | Not enough data |
Travel Management
Ease of Booking | Can book Flights, Hotels, and Rental cars directly from software. | Not enough data | |
Itinerary Management | Creates travel itineraries based on booking | Not enough data | |
Trip Notifications | Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc. | Not enough data | |
Advanced Integrations | Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc. | Not enough data |
Client Invoicing
Invoice Creation and Delivery | Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. | Not enough data | |
Project Accounting / Revenue Recognition | Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately | Not enough data |
Mobile
Receipt Capture | Based on 11 Apptricity Travel and Expense reviews and verified by the G2 Product R&D team. Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device | 74% (Based on 11 reviews) | |
Mileage Tracking | See feature definition | Allows users to track mileage from mobile device using maps or GPS. | Not enough data |
Administration
Business Tool Integration | Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems | Not enough data | |
Workflow | Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer | Not enough data | |
Automated Reminders | Sends automatic reminders to employees that have not completed expenses reports and/or timesheets | Not enough data | |
Policy Compliance Management | See feature definition | Enables administrators to create rules that enforce compliances of corporate time and expense policies | Not enough data |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
PCI Regulation Compliant | Complies with PCI security standards | Not enough data |
Platform
Reporting | Access pre-built and custom reports and dashboards. | Not enough data | |
APIs / Integration | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. | Not enough data | |
Offline | Provides users ability to create and access expense reports/timesheets while not connected to internet. | Not enough data | |
Complex Approval Workflow | Provides workflow for complex approval structures | Not enough data |
Setup
Data | Consolidates procurement data from multiple systems such as ERP systems and supply chain suites. | Not enough data | |
Approvals | Define rules and workflows that managers can use to approve different kinds of spending. | Not enough data | |
Alignment | Align spending across various departments such as procurement and accounting. | Not enough data |
Performance
KPIs | Provide standard spend KPIs that can be customized by users. | Not enough data | |
Benchmarks | Use historical spend data to create benchmarks per company or department. | Not enough data | |
Forecasting | Provide forecasts on future trends that may impact spending performance. | Not enough data | |
Savings | Identify savings opportunities per activity, department, or at the company level. | Not enough data |
Integration
Accounting | Provide integration with accounting and financial management software | Not enough data | |
Payments | Integrate with payment gateways and enterprise payments software | Not enough data | |
ERP | Deliver integrations with accounting modules of ERP systems | Not enough data | |
Account Sync | Sync with company accounts to transfer payments for approved invoices | Not enough data |
Invoice Generation
Templates | Provide standard invoice templates that can be customized by users | Not enough data | |
Digital Invoices | Ability to convert invoices to digital formats such as PDF | Not enough data | |
Recurring Invoices | Automatically generates invoices at pre-defined time intervals | Not enough data |
Invoice Processing
Approvals | Include workflows for approvals of invoices or payments | Not enough data | |
Batch Processing | Process multiple invoices without human intervention | Not enough data | |
Consolidation | Allow users to consolidate multiple invoices into one | Not enough data | |
Match Invoices | Match invoices with purchases and sales orders, as well as with payments | Not enough data |
Analytics
Due Dates | Track invoices based on due dates to identify overdue payments | Not enough data | |
Cashflow | Analyze variations between incoming and outgoing cash | Not enough data | |
KPIs | Monitor KPIs such as time to process an invoice or erroneous payments | Not enough data | |
Payment Tracking | Track different types of payment such as deposits or partial payments | Not enough data |
Expense Reporting
Expense Automation | Captures data using scanned receipts and electronic invoices and automatically aligns invoices and expenses | Not enough data | |
Integration | Integrates seamlessly and securely into IT ecosystems | Not enough data | |
Compliance | Set regulations set forth by each company and keeps travel and reimbursement policies in compliance | Not enough data | |
Mobile Functionality | Snaps receipts, capture and approve expense on the move, and track travel through GPS | Not enough data |
Approval
Rules | Incoporates company travel restrictions and guidelines to help stay in compliance and on budget | Not enough data | |
Workflows | Creates a path of tasks that need to be completed and assigns approval tasks to individuals | Not enough data | |
Submit | Allows users to submit travel requests and expense reports directly to the correct approvers | Not enough data |
Payment Cards
One-time Virtual | Online credit card number that can be instantly sent to employees and used for secure, one-time purchases | Not enough data | |
Recurring Virtual | Online credit card number that can be instantly sent to employees and used for secure, recurring payments, such as subscriptions or services | Not enough data | |
Physical | Physical credit cards used by employees for various expenses that allow management to monitor spending and budgets | Not enough data |
Reporting
Real time | Report on spend transactions as they happen in real time | Not enough data | |
Multiple Views | Reports that allow the user to sort and filter by vendor, team, GL, department, etc. | Not enough data | |
Export | The ability to export reports in various formats, such as excel, CSV, and Google Sheets | Not enough data | |
Budgets | Report on and track spending against budgets | Not enough data |
Payments
Vendor | Pay vendors through a dashboard or portal and maintain vendor payment information | Not enough data | |
Recurring | Manage and execute recurring payments, such as subscriptions, services, utilities, etc. | Not enough data | |
Employee Reimbursements | Reimburse an employee for all necessary expenditures or losses incurred by the employee within the employee's scope of employment | Not enough data | |
ACH | Allows for the electronic transfer of funds between banks | Not enough data |
Fraud & Risk Management
Notifications | Real-time notifications for fraudulant and/or duplicate spending | Not enough data | |
Unique Cards | Individual, unique cards for each vendor to help manage duplicate and overpayments | Not enough data | |
Controls | Control spend limits, expiration dates, and lock and unlock stolen or lost cards | Not enough data |
AI - Travel Management
Personalization | Uses AI to offer highly personalized experiences by analyzing data from previous travel patterns, preferences, and behaviors | Not enough data | |
Predictive Analytics | Uses ML and AI to analyze historical data to identify trends and make predictions for travel costs, peak travel times, weather conditions, or flight cancellations | Not enough data | |
Cost Savings | Uses AI and ML to automate tasks such as booking, expense reporting, and itinerary management, to reduce admin costs | Not enough data | |
Efficiency | Uses AI and ML to analyze spending patterns to identify cost-saving opportunities, such as recommending alternative travel options of similar quality at lower prices | Not enough data | |
Real-Time Assistance | Provides AI guided chatbots to provide real-time assistance to travelers, answering questions, providing updates, and offering support 24/7 | Not enough data |
