Jeeves Features
What are the features of Jeeves?
Expense Reports
- Ease of Creating Expense Reports
- Bank / Credit Card Integration
- Smart Categorization
- Digital Receipt Management
- Credit Card Integration
Client Invoicing
- Electronic Payments
- Project Accounting / Revenue Recognition
Mobile
- Receipt Capture
- Mileage Tracking
Administration
- Workflow
- User, Role, and Access Management
Platform
- Reporting
- Internationalization
- Performance and Reliability
- Mobile User Support
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Technology Glossary Features
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Jeeves Categories on G2
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Expense Reports
Ease of Creating Expense Reports | Based on 12 Jeeves reviews. Creation of expense reports takes little time and is intuitive for new users | 93% (Based on 12 reviews) | |
Bank / Credit Card Integration | Can easily pull in receipts from all credit card statements This feature was mentioned in 12 Jeeves reviews. | 89% (Based on 12 reviews) | |
Smart Categorization | Based on 12 Jeeves reviews. Automatically assigns categories/accounts based on past entries and credit card statements | 90% (Based on 12 reviews) | |
Digital Receipt Management | Based on 12 Jeeves reviews. 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. | 96% (Based on 12 reviews) | |
Currency Conversions | Enables easy entry of expenses in other currencies and converts to expense report currency 11 reviewers of Jeeves have provided feedback on this feature. | 89% (Based on 11 reviews) | |
Credit Card Integration | As reported in 12 Jeeves reviews. Integrates with corporate or personal credit cards (import or bi-directional) | 78% (Based on 12 reviews) |
Client Invoicing
Electronic Payments | Based on 12 Jeeves reviews. Accepts electronic payments from clients | 85% (Based on 12 reviews) | |
Project Accounting / Revenue Recognition | Based on 12 Jeeves reviews. Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately | 94% (Based on 12 reviews) |
Mobile
Receipt Capture | As reported in 12 Jeeves reviews. Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device | 93% (Based on 12 reviews) | |
Mileage Tracking | See feature definition | As reported in 12 Jeeves reviews. Allows users to track mileage from mobile device using maps or GPS. | 65% (Based on 12 reviews) |
Travel Itinerary and Flight Status Updates | Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes This feature was mentioned in 11 Jeeves reviews. | 53% (Based on 11 reviews) |
Administration
Business Tool Integration | As reported in 11 Jeeves reviews. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems | 70% (Based on 11 reviews) | |
Workflow | As reported in 12 Jeeves reviews. Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer | 75% (Based on 12 reviews) | |
Automated Reminders | Based on 11 Jeeves reviews. Sends automatic reminders to employees that have not completed expenses reports and/or timesheets | 68% (Based on 11 reviews) | |
Policy Compliance Management | See feature definition | Based on 11 Jeeves reviews. Enables administrators to create rules that enforce compliances of corporate time and expense policies | 85% (Based on 11 reviews) |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 12 Jeeves reviews. | 94% (Based on 12 reviews) | |
PCI Regulation Compliant | Complies with PCI security standards 11 reviewers of Jeeves have provided feedback on this feature. | 70% (Based on 11 reviews) |
Platform
Reporting | Access pre-built and custom reports and dashboards. 12 reviewers of Jeeves have provided feedback on this feature. | 94% (Based on 12 reviews) | |
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. 11 reviewers of Jeeves have provided feedback on this feature. | 77% (Based on 11 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. 12 reviewers of Jeeves have provided feedback on this feature. | 96% (Based on 12 reviews) | |
Performance and Reliability | Based on 12 Jeeves reviews. 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. | 93% (Based on 12 reviews) | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. This feature was mentioned in 12 Jeeves reviews. | 78% (Based on 12 reviews) | |
Offline | Provides users ability to create and access expense reports/timesheets while not connected to internet. This feature was mentioned in 11 Jeeves reviews. | 73% (Based on 11 reviews) | |
Embedded AI / Machine Learning | As reported in 11 Jeeves reviews. Offers embedded AI/machine learning | 71% (Based on 11 reviews) | |
Complex Approval Workflow | As reported in 11 Jeeves reviews. Provides workflow for complex approval structures | 62% (Based on 11 reviews) |
Transactions
Types | Manage various transaction types such as cash collection or prepaid cards. | Not enough data | |
Global | Support multiple currencies, multiple countries, and multiple languages. | Not enough data | |
Channels | Provide features for money transfer online and on mobile devices. | Not enough data | |
Fees | Track and manage fees for different types of transactions. | Not enough data |
Compliance
Security | Comply with security and privacy standards and regulations. | Not enough data | |
Fraud Protection | Include fraud protection features for all types of transactions. | Not enough data | |
ID Verification | Checks remitters' ID and information such as address at registration. | Not enough data |
Integration
Accounting | Provide integration with accounting systems or deliver APIs for integration. | Not enough data | |
Foreign Exchange | Integrate with foreign exchange software for international transactions. | Not enough data | |
AML & KYC | Deliver features or accreditation or Anti-money laundering and Know your customer. | Not enough data |
Card Management
Card Types | Manage multiple types of cards such as physical and virtual, debit and credit, or prepaid. | Not enough data | |
Card Controls | Allow users to activate cards, define spend limits, or change PIN codes. | Not enough data | |
Card Personalization | Personalize cards using logos, brand colors, and custom messaging, | Not enough data | |
Configuration | Define how cards can be used: single use, multi use, online, POS | Not enough data | |
Fulfillment | Track card fulfillment information such as orders, inventory, and shipping | Not enough data | |
Replacement | Manage replacements of stolen ,damaged, and lost cards. | Not enough data |
Controls
Tokenization | Protect card data using algorithmically generated numbers (also known as tokens). | Not enough data | |
Security | Comply with Payment Card Industry Data Security Standard (PCI DSS) | Not enough data | |
Card Networks | Provide integration with card networks such as Visa and Mastercard | Not enough data | |
Integration | Integrate with software such as accounting, expense management, or banking. | Not enough data | |
Testing | Provide a sandbox to simulate and test payments cards and transactions | Not enough data | |
APIs | See feature definition | Deliver APIs for custom integrations and to exchange financial data with other applications. | Not enough data |
